Alternative Investments Supervisor US BankAlternative Investments SupervisorPhiladelphia, PA$98,345–$115,700 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Reviews the accounting and financial statement information provided for audit and tax reviews, documentation and set-up of the accounting principles for unusual investment types, and set-up/processing of complex expense and incentive fee calculations and reconciliation items.
Investment Strategy Associate M&T Bank CorpInvestment Strategy AssociateRadnor, PA$106,700–$177,900 / yearEducation and Experience Required: Bachelor's degree and a minimum of 3 years' analyst experience, or in lieu of a degree, a combined minimum of 7 years' higher education and/or work experience, including a minimum of 3 years' analyst experience. Scope of Responsibilities: The position supports the Investment Strategist team in providing research, data and strategies that reflect the best thinking of Wilmington Trust and in support of Wealth clients.
Financial Analysis Senior Associate - Card Acquisitions Investments JPMorgan Chase & CoFinancial Analysis Senior Associate - Card Acquisitions InvestmentsWilmington, DEPerform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict key account performance and profitability drivers and improve forecasting methodologies. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Multi-Asset Investment Product Strategist The Vanguard GroupMulti-Asset Investment Product StrategistMalvern, PennsylvaniaAs 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 Management Product Manager (Product Analytics & Technology) The Vanguard GroupInvestment Management Product Manager (Product Analytics & Technology)Malvern, PennsylvaniaJoin us as an Investment Management Product Manager to help create innovative technology solutions with enterprise-wide impact and uncover data-driven insights in support of the ongoing development of Vanguard’s investment product lineup. We’re looking for someone with experience in investment product analysis and/or technical product management (including experience in AI-development), who thrives on collaboration and is excited to deliver solutions that make a real difference for our business partners.
Investment Lifecycle Audit Engagement Manager Vanguard GroupInvestment Lifecycle Audit Engagement ManagerMalvern, 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.
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.
Investment Specialist - RIA Channel The Hartford Insurance Group IncInvestment Specialist - RIA ChannelWayne, PA$100,000–$125,000 / yearThe 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.
Head of Content Strategy - AMG Investment Office PNC BankHead of Content Strategy - AMG Investment OfficePhiladelphia, PennsylvaniaIn 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. 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.
Product Manager II - Investment Office The PNC Financial Services Group IncProduct Manager II - Investment OfficePhiladelphia, PAAs 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.
Implementation Consultant - Investment Trading Front-Office Developer, AVP - Charles River Development State Street CorporationImplementation Consultant - Investment Trading Front-Office Developer, AVP - Charles River DevelopmentPrinceton, NJ$90,000–$157,500 / yearCRD helps create enterprise investment management software solutions for large institutions in the areas of institutional investment, wealth management and hedge funds. Technical implementations include all aspects of a consulting project, from installation of n-tier software and integration with third party systems to DR/HA design to documenting and performing technical training for the client.
J.P. Morgan Wealth Management - Private Client Investment Associate - Monmouth Junction, NJ JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Monmouth Junction, NJMonmouth Junction, NJAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Managing Director, Investment Banking // Technology Mergers & Acquisitions (M&A) Portage Point PartnersManaging Director, Investment Banking // Technology Mergers & Acquisitions (M&A)Philadelphia, PAOur cross-functional platform spans the full business lifecycle and offers middle market clients integrated solutions across Transaction Advisory Services (TAS), Valuations (VAL), Transaction Execution Services (TES), Office of the CFO (OCFO), Performance Improvement (PI), Interim Management (IM), Investment Banking (IB) and Turnaround & Restructuring Services (TRS). Expertise in project management and client-facing activities, including leading client presentations, business development meetings, developing work plans, planning and execution of work, supervising team and coordinating with other internal and external service providers.
Transactional Associate- Environmental with Commercial Real Estate Investment & Development focus (mid-level)- Philadelphia Greenberg TraurigTransactional Associate- Environmental with Commercial Real Estate Investment & Development focus (mid-level)- PhiladelphiaPhiladelphia, PennsylvaniaPractice Summary: This position works with the transactions team, which focuses on environmental diligence and the mitigation of environmental risks associated with the acquisition, development, management, leasing, financing, and sale of commercial real estate. This includes evaluating environmental risk, overseeing related regulatory compliance programs, structuring brownfield redevelopment efforts, and negotiating the environmental aspects of sophisticated deals across multiple jurisdictions.
Digital Accessibility Specialist Senior Associate - Commercial & Investment Banking JPMorgan Chase & CoDigital Accessibility Specialist Senior Associate - Commercial & Investment BankingWilmington, DEOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Senior Accountant, Investments & Gifts University of PennsylvaniaSenior Accountant, Investments & GiftsPhiladelphia, PA$77,330–$95,000 / yearThese analyses are key to (1) ensuring the accuracy of the University financial reporting, (2) communicating the financial health and integrity of the Consolidated University to the Board of Trustees and other interested external third parties such as prospective donors, grant making agencies, debt holders, etc., (3) maintaining and improving the University credit rating, (4) ensuring proper financial stewardship/control and (5) safeguarding University assets. The Experienced Senior Accountant/Analyst performs significant reporting and analysis processes including related internal controls and monthly, quarterly, and annual closing procedures, and highly technical and complex accounting/reporting research.
Deputy Chief Investment Officer - Pensions City of Philadelphia PADeputy Chief Investment Officer - PensionsPhiladelphia, PA$150,000–$170,000 / yearDescriptionPosition SummaryThe City of Philadelphia Board of Pensions and Retirement, with defined benefits assets exceeding $10 billion and deferred compensation assets exceeding $2 billion, is seeking a Deputy Chief Investment Officer ("DCIO").Reporting to the Chief Investment Officer ("CIO"), the DCIO serves as the second-ranking member of the Investment Office and plays a central role in the management and oversight of the Fund. Join the City of Philadelphia team today and seize these incredible benefits designed to enhance your financial well-being and personal growth!*The successful candidate must be a city of Philadelphia resident within six months of hireEffective May 22, 2023, vaccinations areno longer requiredfor new employees that work in non-medical, non-emergency or patient facing positions with the City of Philadelphia.
Senior Associate, Investment Team LLR PartnersSenior Associate, Investment TeamPhiladelphia, PennsylvaniaCommunicate effectively with senior investment professionals, business development colleagues, value creation team members, management teams, bankers, consultants, lenders, attorneys, and other transaction advisors. Develop research-driven investment theses by identifying attractive markets, mapping competitive landscapes, assessing market structure, and forming a view on where LLR can create differentiated value.
Director of Investment Operations & Administration Wsfs FinancialDirector of Investment Operations & AdministrationBerwyn, Pennsylvania$156,562–$257,207.50Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Familiarity with trading and portfolio management systems (e.g., Eclipse, Orion, Bloomberg, Morningstar and Factset); Understanding of data management, reporting, and planning systems used in Private Wealth Management; Comfort navigating technology and digital transformation initiatives.
Deputy Chief Investment Officer - Pensions Philadelphia International AirportDeputy Chief Investment Officer - PensionsPhiladelphia, PA$150,000–$170,000 / yearThe DCIO supports the CIO in developing and executing the Fund's investment strategy, asset allocation, and investment policy; leads the sourcing, due diligence, and monitoring of external investment managers across public and private asset classes; and oversees portfolio risk management, performance measurement, and reporting to the Board and its committees. Lead the sourcing, due diligence, selection, and ongoing monitoring of external investment managers across asset classes, including public equity, fixed income, private equity, private credit, real estate, real assets, and other alternative investments.