investment assistant jobs in Pennsylvania

Description Position Summary The Investment Assistant/Program Coordinator provides administrative, operational, and client service support to the bank's investment and brokerage department. This position plays a key role in ensuring a smooth client experience by coordinating daily activities between financial advisors, clients, and back-office operations. While this is a non-licensed...

SEI's Asset Management Unit is launching a new dedicated Investment Product Commercialization team focused on driving investment product adoption across SEI's platform and external distribution channels. To support this launch, SEI has an immediate need for a Head of Investment Product Commercialization. This role reports to the Head of Investment Product Development and Activation and will be...

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Securities Analyst...

LLRPartners,aPhiladelphia-basedprivateequityfirmwithmorethan$7.5billionofcommittedcapitalacross sevenfunds,ishostingavirtualPrivateEquityCaseCompetitionforcollegesophomores Apply to compete for the chance to win $1000 each and the opportunity to interview early for LLR's Summer 2027 Investment Team Internship. Teamsoffourstudents will compete in two rounds: - Round 1: Identify a prospective...

Job DescriptionThe Senior Investment Operations Analyst is a pivotal member of the Investment team responsible for executing and overseeing various aspects of investment operations. This role encompasses a range of essential functions, including transaction processing, trade settlement, reconciliation, manager communication, document management, audit and compliance activities, investment...

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking to expand the new professional services team within the solutions group. This team provides exceptional services to new and existing clients. As a Business Analyst, you will deliver systems configuration, reporting, data conversion, automation, system integrations, and modeling services. What you will do: -...

Join a dynamic compliance team that's not just about rules-but about shaping the future of ethical investing. As a Senior Compliance Advisor, you'll help ensure our advisory services and business activities align with the highest standards of integrity, transparency, and client protection. This role is ideal for someone who thrives in a fast-paced environment, working closely with business...

Overview Girard is a full-service, wealth management firm backed by the strength and stability of Univest Financial – a trusted institution with a 149-year history. We provide independent advice and customized solutions to individuals, businesses, and charitable institutions, to help meet their investing and financial planning goals. We're hiring a Director, Investment Strategy to join our...

Analyst/Associate Investment Support We are looking for a strong Analyst/Associate to join our New York or West Conshohocken based Investment Support team. The role is a Middle Office role sitting within the Portfolio Solutions Group (PSG) Investment Team. The PSG is a Multi-Assets investment management team which offers custom and risk aware multi-asset solutions for institutional and high net...

Alternate Locations: Work from HomeWork Arrangement:Remote : Work at home employee residing outside of a commutable distance to an office location.Relocation assistance: is not available for this opportunity.Requisition #: 75517The Role at a GlanceThe Investment Accounting Operations Analyst plays a critical role in ensuring the accuracy and integrity of Lincoln Financial's investment accounting...

About Rebuilt: Rebuilt is a Private Equity-backed real estate firm that creates win-win opportunities for property sellers seeking a convenient sale process and real estate investors looking for exclusive, high-return properties. We source a variety of properties including residential, multifamily, commercial, raw land, mixed use, and more. Rebuilt just secured a $65M Series A investment to fuel...

Application NoticeWe encourage you to apply thoughtfully by selecting one position that best matches your qualifications and interests. You may submit up to two active applications at a time. Please consider your location choice carefully-we recommend applying where you envision building your future.The FirmUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen!At...

Federated Hermes Summer Internship Program provides students the opportunity to gain "hands on" experience and develop professional skills as well as the ability to network with talented professionals and gain insight into career possibilities within the asset management industry. The program includes a variety of events to enhance your internship experience, provide information about the firm...

- Location: Montgomery County, PA - Type: Perm (Contingency) - Job #47177 - Salary: $80,000 Job Overview - Investment Banking Analyst: Compensation: $80,000 - $90,000/year + bonus Location: Montgomery County, PA Schedule: Monday to Friday (In-Office) Atlantic Group is hiring an Investment Banking Analyst in Montgomery County, PA, for our client. This in-office role supports M&A and...

Accepting Applications - Investments (Asset Management and Acquisitions)Location: Philadelphia Corporate OfficeAbout Us:HHM Hotels is consistently among the fastest growing and most stable management, investment, and development firms in our sector that provides turn-key management solutions throughout a robust hotel portfolio spanning North America. The portfolio includes world-class brands in...

Federated Hermes Summer Internship Program provides students the opportunity to gain "hands on" experience and develop professional skills as well as the ability to network wtih talented professionals and gain insight into career possibilities within the asset management industry. The program includes a variety of events to enhance your internship experience, provide information about the firm...

Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Licensed Investment...

Overview LLR Partners is looking for an associate to join LLR's investment team. In this role you will be an integral part of our team of investment professionals who help to grow and manage our compelling portfolio of companies. We believe this is an exciting opportunity for the right individual to join an exciting and dynamic firm, while having a compelling career with significant up-side and...

At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility.The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members on our Collective Investment Trust ("CIT") team.Collective investment...

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking to expand the new professional services team within the solutions group. This team provides exceptional services to new and existing clients. As a Senior Business Analyst, you will lead new business onboarding estimation, approach/design, systems configuration, reporting, data conversion, automations, system...