Wealth Investment Associate M&T Bank CorpWealth Investment AssociateWilmington, DE$32.33–$53.89 / hourEducation and Experience Required: Bachelor's degree and a minimum of 1 years' investment-related experience, or in lieu of a degree, a combined minimum of 5 years' higher education and/or work experience, including a minimum of 1 year's investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Marsh People And Investments Workforce And Rewards Consulting Analyst- Philadelphia/ Washington DC- College Program 2027 Marsh & McLennan Companies, Inc.Marsh People And Investments Workforce And Rewards Consulting Analyst- Philadelphia/ Washington DC- College Program 2027Philadelphia, PAWorkforce and Rewards brings clients a range of integrated solutions across several practice areas: Executive Rewards, Workforce Rewards, HR Transformation, Talent Strategy, Workforce Planning & Analytics, and Change Management and Communications. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Senior Investment Strategist The Vanguard GroupSenior Investment StrategistMalvern, PennsylvaniaAs a Senior Investment Researcher, you will conduct original research across private equity, private credit, real estate, and infrastructure, helping to shape investment insights, portfolio strategies, and thought leadership that support better outcomes for investors. Designs and implements analytical models, research tools, and reproducible code using programming languages (e.g., Python, R, or similar) to analyze complex datasets, automate research workflows, and support investment decision-making.
NewAudit Manager- Investment Management Regal Executive SearchAudit Manager- Investment ManagementPennington, NJKnowledge of asset/investment management services and supporting operations within a wealth management business including portfolio management, portfolio construction, trading, and wealth advisory services. CFA, Certificate in Investment Performance Measurement, Certified Trust and Financial Advisor, CIA, or other investment related certification or licensing, MBA or CPA.
Alternative Investment Services Private Equity Portfolio Accounting Operations Director Morgan StanleyAlternative Investment Services Private Equity Portfolio Accounting Operations Directorwest conshohocken, PAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our Firm is differentiated by the caliber of our diverse team, while our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world.
Client Portfolio Manager, Raymond James Investment Management Raymond James Financial IncClient Portfolio Manager, Raymond James Investment ManagementBerwyn, PAUnder limited direction with a high level of autonomy, leverages extensive experience and expertise to serve as a primary advocate for Chartwell Investment Partners, an investment boutique within Raymond James Investment Management (RJIM). This role acts as a key liaison between Chartwell and internal partners across RJIM, functioning as a subject-matter expert on Chartwell's investment strategies, process, market views, and portfolio positioning.
Technology Leadership Program, Investment Systems (PA) The Vanguard GroupTechnology Leadership Program, Investment Systems (PA)Malvern, PennsylvaniaThe Technology Leadership Program is a two-year rotational development program available to graduating college seniors who are ready to enter the business world, and eager to develop their technical expertise in Investment Systems while building their leadership skills. As part of the Technology Leadership Program in the Investment Systems track, you’ll design and support technology solutions that power Vanguard’s investment lifecycle—from portfolio management and trading to data and operational systems.
Vice President, Business Manager (Investments) Nomura Holdings IncVice President, Business Manager (Investments)Philadelphia, PA$170,000–$200,000 / yearBy connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking. As a key member of the business management team, youll combine financial acumen, strategic thinking, and operational expertise to optimize team economics, enhance decision-making, and accelerate critical initiatives.
Multi-Asset Investment Product Strategist Vanguard GroupMulti-Asset Investment Product StrategistMalvern, PAAs a key member of Vanguard's Portfolio Review Department (PRD)-the team responsible for overseeing Vanguard's global investment product lineup-you'll play a pivotal role in advancing key priorities across our Multi-Asset Solutions (MAS) group. Partner with senior investment and business leaders, subject matter experts, and cross-functional teams to evaluate existing products and assess potential enhancements or new offerings.
Investment Data Support Specialist The Vanguard GroupInvestment Data Support SpecialistMalvern, PennsylvaniaPerform analysis and reconciliation of investment and portfolio data inputs, including evaluating data trends, modeling impacts to portfolio positioning, and identifying potential data, valuation, or trade readiness risks requiring further action or control enhancements. Serve as a primary liaison between portfolio managers, traders, relationship managers, custodians, and internal partners to provide guidance across portfolio administration and data issues, determining appropriate escalation, resolution paths, and risk mitigation.
Investment Trade Support Specialist The Vanguard GroupInvestment Trade Support SpecialistMalvern, PennsylvaniaPerform analysis and reconciliation of investment and portfolio data inputs, including evaluating data trends, modeling impacts to portfolio positioning, and identifying potential data, valuation, or trade readiness risks requiring further action or control enhancements. Core Responsibilities Serve as a primary liaison between portfolio managers, traders, relationship managers, custodians, and internal partners to provide guidance across portfolio administration and data issues, determining appropriate escalation, resolution paths, and risk mitigation.
Product Manager II - Investment Office PNC BankProduct Manager II - Investment OfficePhiladelphia, PennsylvaniaAs part of the Investment Office Product Management team, you will be responsible for helping to streamline the delivery of the bank’s best-in-class investment platform; specifically, the role is focused on supporting investment data/systems management, reporting, analytics and content management functions. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Transaction Management Operations Analyst - Investment and Monetary Controls (Wealth Management Operations) Bank of America CorpTransaction Management Operations Analyst - Investment and Monetary Controls (Wealth Management Operations)Pennington, NJ$25–$36.92 / hourKey responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Director (AVP) - Alternative Investment Services Hedge Fund Portfolio Accounting Operations Morgan StanleyDirector (AVP) - Alternative Investment Services Hedge Fund Portfolio Accounting Operationswest conshohocken, PAOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Work alongside portfolio management teams in support of portfolio management activities including investment valuation, cash management, investor capital activity, and other ad hoc requests {D Part 2: Scope of Role What you'll bring}.
Investment Specialist - RIA Channel The HartfordInvestment Specialist - RIA ChannelWayne, PennsylvaniaThe role also involves elevating ICG’s presence as a trusted thought leader, serving as a subject matter expert across Hartford Funds’ product suite, the competitive landscape, and evolving capital market and asset allocation trends. Hartford Funds’ Investment Consultant Group (ICG) serves as a center of excellence for investment insight, delivering differentiated analysis, education, and thought leadership to both internal partners and external clients.
R0036845 Specialist I, Investment Fund Services SEI Investments CoR0036845 Specialist I, Investment Fund ServicesPAAs a Specialist of the accounting and key fund administration functions, you will provide information to the Financial Reporting team for the preparation and coordination of the annual and semi-annual financial statements; prepare/review SEC filings (e.g., N-PORT, N-CEN ); assist the Tax team with distribution calculation and tax reporting processes, assist Treasury Services with annual fund expense budgets and quarterly updates, including reviewing of expense payments; preparing and reviewing Board related materials. You will be supporting the daily accounting operation of your assigned funds, support annual audits, coordinate/onboard new funds and clients, serve as a liaison between clients, external service providers and internal teams, and work closely with all parties to insure procedures and controls are followed and to provide accurate Net Asset Values (NAVs).
Wealth Investment Associate Wilmington TrustWealth Investment AssociateWilmington, DelawareBachelor’s degree and a minimum of 1 years’ investment-related experience, or in lieu of a degree, a combined minimum of 5 years’ higher education and/or work experience, including a minimum of 1 year’s investment-related experience. Provide necessary support and information to clients, Private Client Advisors and Trust Advisors as well as others for all investment products.
Manager, Investment Fund Services (Remote) SEI Investments CoManager, Investment Fund Services (Remote)PARemote$75,000–$105,000 / yearAs a manager of the accounting and key fund administration functions, you will provide information to the Financial Reporting team for the preparation and coordination of the annual and semi-annual financial statements; prepare/review SEC filings (e.g., N-PORT, N-CEN ); assist the Tax team with distribution calculation and tax reporting processes, assist Treasury Services with annual fund expense budgets and quarterly updates, including reviewing of expense payments; preparing and reviewing Board related materials. You will manage the team supporting the daily accounting operation of your assigned funds, support annual audits, coordinate/onboard new funds and clients, serve as a liaison between clients, external service providers and internal teams, and work closely with all parties to insure procedures and controls are followed and to provide accurate Net Asset Values (NAVs).
Defined Contribution Investment Product Specialist The PNC Financial Services Group IncDefined Contribution Investment Product SpecialistPhiladelphia, PA$91,000–$185,900 / yearPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Audit Engagement Manager - Fund & Investment Audit Vanguard GroupAudit Engagement Manager - Fund & Investment AuditMalvern, PAIn this role you will oversee risk-based audit and consulting engagements across the Investment Lifecycle, including front (investment/portfolio management), middle (investment operations), and back (fund accounting and oversight) office. Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection.