NewAssistant Treasury Analyst Joseph Michaels InternationalAssistant Treasury AnalystPhiladelphia, PAThis position is perfect for recent graduates or early-career professionals with an interest in corporate finance, strong analytical abilities, and eagerness to grow in a fast-paced environment. Proficiency in Microsoft Excel (advanced functions, pivot tables, macros); familiarity with SQL, Bloomberg, or treasury software is advantageous.
Senior Director, Strategic Finance - Remote HighLevelSenior Director, Strategic Finance - RemotePhiladelphia, PARemote$242,000–$306,000 / yearExtraordinary ability to storytell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making; exceptional communication and presentation skills; experience interfacing with executive teams, board members, and investors. Decision Support: Partner with senior R&D and GTM leaders to provide financial insights and scenario analysis supporting strategic initiatives, resource allocation, and investment decisions by leveraging an in-depth understanding of market dynamics, unit economics, and growth strategies.
NewInternal Audit Associate, Asset Management Page GroupInternal Audit Associate, Asset ManagementPhiladelphia, PA$100,000–$135,000 / yearFull timeThis position participates in local and global audits of the firm's Investment Management business, while supporting other Internal Audit activities including risk assessment, issue remediation validation, and continuous monitoring. Contribute to ongoing risk monitoring efforts by assessing key performance indicators, analyzing internal and external information sources, and highlighting developments that may affect the organization's risk landscape.
IT Strategic Planner St. Luke's Health Network, Inc.IT Strategic PlannerAllentown, PAFull timeThe planner collaborates closely with both the Network Strategy team and leadership and staff across the organization to support the establishment of long-term vision and identify opportunities to enhance patient care, improve patient experience, strengthen community engagement, and maintain our position as the region’s low-cost, high-quality healthcare provider. Individually and together, our employees are dedicated to satisfying the mission of our organization which is an unwavering commitment to excellence as we care for the sick and injured; educate physicians, nurses and other health care providers; and improve access to care in the communities we serve, regardless of a patient's ability to pay for health care.
Investment Analyst II - Investment Grade Credit Erie Indemnity CoInvestment Analyst II - Investment Grade CreditErie, PA$88,693–$141,678 / yearAdditional benefits that include company-paid basic life insurance; short-and long-term disability insurance; orthodontic coverage for children and adults; adoption assistance; fertility and infertility coverage; well-being programs; paid volunteer hours for service to your community; and dollar-for-dollar matching of your charitable gifts each year. For this position, focused on the Investment Grade Credit with additional position details: Analyzes economic and market trends, investment-grade corporate credit issuers, with initial sector coverage expected to include the Capital and Consumer Non-Cyclical sectors.
Investment Analyst-EQ Federated Hermes IncInvestment Analyst-EQPittsburgh, PASources include, but not limited to, industry conferences/seminars, industry publications, public documents, trade journals, C-Suite management interviews, and Wall Street analysts. The investment analysis will include financial statement analysis, financial modeling, comparable company analysis as well as assessment of industry, currency, political, and macroeconomic trends.
Investment Analyst (Level Commensurate with Experience) Federated Hermes IncInvestment Analyst (Level Commensurate with Experience)Pittsburgh, PAMinimum of 2 years of investment, fixed income or equity valuation analysis experience required; investment grade and/or high yield preferred. MAJOR DUTIES: This position performs in-depth and complex research and analysis for assigned investment sector in support of strategies and policy guidelines.
Active Credit Structured Products Investment Analyst (ABS/CMBS/RMBS) The Vanguard GroupActive Credit Structured Products Investment Analyst (ABS/CMBS/RMBS)Malvern, PennsylvaniaLead ongoing surveillance of issuers/sectors; systematize monitoring of credit quality changes, prepayment trends, and risk factors; deliver timely updates to the desk. 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 Analyst - Philadelphia, PA Go Store ItInvestment Analyst - Philadelphia, PAPhiladelphia, PAThis is your chance to make a direct impact in a high-growth environment , gain exposure to full investment lifecycles , and grow alongside a team that values entrepreneurial thinking, collaboration, and results . We're looking for an Investments Analyst to join our dynamic team and help drive acquisition and development strategy in the booming self-storage sector .
Analyst, Fund Investment & Managed Solutions Hamilton Lane IncAnalyst, Fund Investment & Managed SolutionsConshohocken, PAWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. FIMS team members conduct investment due diligence, screen new investment opportunities, contribute to private equity & private credit research reports, prepare client deliverables and work on special projects to support client servicing.
Analyst, Fund Investment & Managed Solutions Hamilton Lane AdvisorsAnalyst, Fund Investment & Managed SolutionsConshohocken, PennsylvaniaWe currently employ approximately 800 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East, and have $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. FIMS team members conduct investment due diligence, screen new investment opportunities, contribute to private equity & private credit research reports, prepare client deliverables and work on special projects to support client servicing.
Multifamily Investment Analyst Independence Realty Trust IncMultifamily Investment AnalystPhiladelphia, PAIndependence Realty Trust, Inc (NYSE: IRT) is a publicly traded real estate investment trust (REIT) that owns and operates multifamily apartments. We are seeking a Multifamily Investment Analyst to join our team and gain hands-on exposure to real estate underwriting, market analysis, due diligence, and portfolio management.
NewInvestment Analyst Thomas Jefferson UniversityInvestment AnalystPhiladelphia, PennsylvaniaJefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research. Thomas Jefferson University , home of Sidney Kimmel Medical College, Jefferson College of Nursing, and the Kanbar College of Design, Engineering and Commerce, dates back to 1824 and today comprises 10 colleges and three schools offering 200+ undergraduate and graduate programs to more than 8,300 students.
Senior Investment Analyst Vanguard GroupSenior Investment AnalystMalvern, PAVanguard 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. In this role, you'll partner with clients and internal stakeholders to deliver asset allocation guidance, investment analysis, and reporting that drives informed decisions and strengthens long-term relationships.
Investment Oversight Analyst, Specialist Vanguard GroupInvestment Oversight Analyst, SpecialistMalvern, PAVanguard 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. Supports senior analysts with identifying potential advisers and develops list of prospects utilizing databases and industry research.
Investment Data Analyst The HartfordInvestment Data AnalystWayne, PennsylvaniaThe role will focus on centralizing all consumable data required by the team, which will contribute to maintaining a high level of data consistency and accuracy across the team and firm. Overview of the role : The primary duties of the Investment Data Analyst is to drive and enhance data automation within Hartford Funds Investment Management Group.
Investment Data Analyst The Hartford Insurance Group IncInvestment Data AnalystWayne, PA$70,000–$90,000 / yearVisual Basic (VBA) experience a plus Working knowledge of Morningstar, Lipper, Bloomberg or Factset an advantage Experience working with structured data using a modern scripting language, preferably R, Python, SQL or SAS. The role will focus on centralizing all consumable data required by the team, which will contribute to maintaining a high level of data consistency and accuracy across the team and firm.
Sr. Multi-Asset Investment Research Analyst Lincoln National CorpSr. Multi-Asset Investment Research AnalystRadnor, PA$108,501–$195,900 / yearWrites and edits a broad range of communications and presentations for internal audiences, including but not limited to Investment Committees, Board of Director Committee presentations, quarterly business reviews, and ad-hoc investment reports. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Senior Business Analyst - Investment Manager Services SEiSenior Business Analyst - Investment Manager ServicesPennsylvaniaWith capabilities across investment processing, operations, and asset management, we work with corporations, financial institutions and professionals, and ultra-high-net-worth families to tackle problems, manage change, and help protect assets. To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Investment Access Senior Analyst Vanguard GroupInvestment Access Senior AnalystMalvern, PAResponsibilities: Supports the development of strong risk assessments, change management practices, internal risk monitoring and reporting infrastructure, targeted reviews, controls assurance, and external monitoring programs. 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.
Jr. Fund & Investment Operations Analyst - Fund Accounting Vanguard GroupJr. Fund & Investment Operations Analyst - Fund AccountingMalvern, PAVanguard 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. Responsible for tasks in support of accurate calculations for a wide range of portfolios, including institutional funds, investment trusts, mutual funds, ETFs and other pooled vehicles.
NewAnalyst, Investment Data Analytics Lincoln National CorpAnalyst, Investment Data AnalyticsRadnor, PA$72,900–$131,600 / yearLincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
NewBusiness Systems Analyst Sr (Digital Investments) PNC BankBusiness Systems Analyst Sr (Digital Investments)Pittsburgh, PennsylvaniaThis individual will serve as a key liaison between business stakeholders and technology teams, working closely with Product Owners, Developers, Scrum Masters, and Tech Leads to define requirements, create user stories, and support the delivery of innovative investment capabilities for customers. 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.
NewBusiness Systems Analyst Sr (Digital Investments) The PNC Financial Services Group IncBusiness Systems Analyst Sr (Digital Investments)Pittsburgh, PA$63,750–$116,875 / yearThis individual will serve as a key liaison between business stakeholders and technology teams, working closely with Product Owners, Developers, Scrum Masters, and Tech Leads to define requirements, create user stories, and support the delivery of innovative investment capabilities for customers. 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.
NewAssociate Manager/Manager, Investment Consulting Willis Towers Watson PLCAssociate Manager/Manager, Investment ConsultingPittsburgh, PA$90,000–$105,000 / yearCompany Benefits: WTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Our work helps clients make and monitor investment decisions - from setting investment objectives and strategy, to selecting and monitoring managers, reviewing performance, and developing investment communications.
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.
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.
Institutional Investment Consulting Associate Marsh & McLennan Companies IncInstitutional Investment Consulting AssociatePittsburgh, PA$67,000–$134,000 / yearAs an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
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.
Supervisor, Investment Fund Services SEiSupervisor, Investment Fund ServicesPennsylvaniaYou will ensure accuracy of accounting packages by completing daily checks of: security audit reports, NAV impact (R086) reports, daily work packets, corporate actions, expense processing, CARS reconciliations, and Fund Center reports. To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Supervisor, Alternative Investment Funds SEiSupervisor, Alternative Investment FundsPennsylvaniaTo help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
Investment Specialist RSMInvestment SpecialistPennsylvaniaThe Investment Specialist will be responsible for evaluating investment portfolios as part of regulatory oversight projects (financial examinations, analysis, and special projects), assessing practices and strategies of insurance entities, identifying specific investment related issues, and recommending solutions to address findings. Support investment team in other aspects of a risk-focused financial exam, including: Develop interview questions and lead/assist in leading investments interviews of senior and executive management at companies; assess governance functions over investment areas.
Investment Specialist RSM US LLPInvestment SpecialistPAPosition Overview The Investment Specialist will be responsible for evaluating investment portfolios as part of regulatory oversight projects (financial examinations, analysis, and special projects), assessing practices and strategies of insurance entities, identifying specific investment related issues, and recommending solutions to address findings. Support investment team in other aspects of a risk-focused financial exam, including: Develop interview questions and lead/assist in leading investments interviews of senior and executive management at companies; assess governance functions over investment areas.
NewInvestment Strategist, Senior Specialist Vanguard GroupInvestment Strategist, Senior SpecialistMalvern, PAAs 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.
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 Management Product Manager (Product Analytics & Technology) Vanguard GroupInvestment Management Product Manager (Product Analytics & Technology)Malvern, PAJoin 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.
Alternative Investments Supervisor U.S. BancorpAlternative Investments SupervisorPAIn 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 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.
NewOCIO Chief Investment Officer U.S. BancorpOCIO Chief Investment OfficerPhiladelphia, PA$170,255–$200,300 / 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. The CIO serves as a public-facing thought leader, elevating USBAM's investment capabilities and driving innovation to meet the evolving needs of institutional OCIO clients.
NewDirector of Investments Thomas Jefferson UniversityDirector of InvestmentsPhiladelphia, PennsylvaniaReporting to the Chief Investment Officer and working closely with the Deputy CIO, Managing Director, Multi-Asset, and Managing Director, Jefferson Ventures, the Director helps shape the strategy for marketable assets, serves as the key analyst liaison to the public markets managers, and portfolio construction within the marketable portfolio, and contributes to total-portfolio asset allocation decisions. Jefferson is more than 65,000 people strong, dedicated to providing the highest-quality, compassionate clinical care for patients; making our communities healthier and stronger; preparing tomorrow's professional leaders for 21st-century careers; and creating new knowledge through basic/programmatic, clinical and applied research.
Investment Manager - Product Research Associate III - PNC Wealth Management PNC BankInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PennsylvaniaInvestment Manager / Fund Research – Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Accuracy and Attention to Detail, Analytical Thinking, Business Data Analysis, Decision Making and Critical Thinking, Effective Communications, Industry Knowledge, Influencing, Managing Multiple Priorities, Problem Solving, Regulatory Environment - Financial Services Work Experience .
Investment Advisor Senior PNC BankInvestment Advisor SeniorPittsburgh, PennsylvaniaPNC 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.
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.
Product Manager II - Alternative Investments Product Management The PNC Financial Services Group IncProduct Manager II - Alternative Investments Product ManagementPhiladelphia, PAAs part of the Asset Management Group (AMG) Investment Office Product Management team, you will be responsible for helping to streamline the delivery of the bank's best-in-class platform of hedge funds, private equity funds and other alternative investments; specifically, the role is focused on supporting the investment process, leading strategic initiatives to enhance client-experience, providing subject-matter-expertise, utilizing business-intelligence reporting and creating relevant content for the alternatives platform. 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.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorPittsburgh, PA$80,000–$241,800 / yearIn 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.
Investment Advisor Senior The PNC Financial Services Group IncInvestment Advisor SeniorPittsburgh, PAPNC 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.
Investment Manager - Product Research Associate III - PNC Wealth Management The PNC Financial Services Group IncInvestment Manager - Product Research Associate III - PNC Wealth ManagementPittsburgh, PAInvestment Manager / Fund Research - Perform manager research, due diligence, and ongoing monitoring across investment vehicles including (but not limited to) mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), and third-party multi-asset solutions for the PNC Wealth Management (PNCWM) approved list. Responsibilities include evaluating capital market assumptions, selecting default strategies/funds, monitoring performance and risk, performing performance attribution, setting strategic asset allocations, and recommending tactical adjustments based on the firm's market views.
Manager, Investment Fund Services SEiManager, Investment Fund ServicesPennsylvaniaAs 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).