- M&T Bank (Wilmington, DE)
- …Experience implementing and/or working with a UMA platform Familiarity with Envestnet's investment management platform Understanding of SEI Trust 3000 platform ... **Overview:** Responsible for overseeing investment operations, including, but not limited to, implementation...and related systems and tools. Provides strategic direction and management for projects and initiatives in support of department… more
- BlackRock (Philadelphia, PA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... multi- asset . We deliver world-class service to all of our...the intersection of taxation and investing-thus "after-tax investing". The Investment Strategist explains the Aperio Direct Indexing quantitative … more
- BlackRock (Philadelphia, PA)
- …Solutions helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity, and ... multi- asset . We deliver world-class service to all of our...offices to endowments and foundations. **About this role** The Investment Strategy team explains the Aperio Direct Indexing quantitative… more
- PNC (Philadelphia, PA)
- …Investment Manager/Portfolio Research Specialist - Defined Contribution Plans within PNC's Asset Management Group Investment Office organization, you will ... in Pittsburgh, PA. Other PNC locations within the PNC Asset Management Group footprint will also be...the AMG Investment Office reporting to the Investment Director for Institutional Defined Contribution Plans… more
- Lumen (Trenton, NJ)
- …At least three years of related experience in data analytics, accounting, finance, investment management , IT, or back-office operations. + Proficiency in Power ... environment, interacting with CIM staff, custodian bank representatives, service providers, and investment managers. Reporting to the Director of Investment … more
- PNC (Philadelphia, PA)
- …impact on the management and performance of the PNC Asset Management Fixed Income portfolios. The investment process is total-return oriented with credit ... As a Senior Fixed Income Credit Analyst within PNC's Asset Management Group organization, you will be...of clients. All portfolios are actively managed by the investment team with a focus on investment … more
- Cherry Bekaert (Trenton, NJ)
- …entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services. The Director will oversee the Application ... a New Markets Tax Credits Applications and Strategic Planning Director ( Director ). We offer an opportunity to...+ Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner… more
- JPMorgan Chase (Wilmington, DE)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... pivotal role where your expertise in security and risk management shapes our global cyber assurance capabilities. As a...global cyber assurance capabilities. As a Tech Risk Assurance Director in the Cyber and Tech Controls line of… more
- JPMorgan Chase (Philadelphia, PA)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... as an "individual contributor" to the firm, working with the team's Managing Director , Vice President and Associate to grow the business profitably. You will work… more
- JPMorgan Chase (Wilmington, DE)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... global audit initiatives and provide strategic insights to senior management . As an Executive Director within the Consumer and Community Banking Risk Audit team,… more
- JPMorgan Chase (Philadelphia, PA)
- …new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- JPMorgan Chase (Wilmington, DE)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... of Internal Audit and across the firm! As a Credit Review Executive Director within the Internal Audit Department, you will be responsible for covering assigned… more
- BlackRock (Wilmington, DE)
- …operational processes, business process optimization and financial services, ideally in the asset management or banking industry. **_Key Responsibilities_** As a ... an individual with exceptionally strong leadership, people and team management skills and with current or past experience in...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- JPMorgan Chase (Philadelphia, PA)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... You have found the right team. As a Market Readiness Manager on the Market Management & Client Solutioning team, you will equip the sales team with the necessary… more
- Lincoln Financial (Radnor, PA)
- …you'll be doing** + Work with Director to act as liaison between Investment Accounting Operations, middle office, asset managers and custodians + Manage and ... you will serve as the liaison with internal and external parties, including investment accounting, middle office, custodians, and third-party asset managers - to… more
- Cherry Bekaert (Trenton, NJ)
- …its clients: 1. Cost Segregation Services 2. R&D Tax Incentive Services 3. Fixed Asset Services 4. Site Selection Services 5. State Credits & Incentives 6. Employee ... Tax Consulting 1. Section 179D 2. Section 45L 3. Investment Tax Credit and Production Tax Credits 4. Inflation...the cost components of a building into their proper asset classifications and recovery periods; + Identifying assets that… more
- Publicis Groupe (Philadelphia, PA)
- …world-class creative, content, and media in service of growth and Return on investment . CoLab is a "power of one" solution, encompassing data, media, and production. ... and managing the production staff for creation of marketing campaigns, digital asset developments and/or e-mail creative under the guidance of a more senior… more
- University of Pennsylvania (Philadelphia, PA)
- …into positions, setting up compensation, updating costing allocations, management of weekly payroll/timesheets, processing incentives/additional pay requests, ... accuracy and process with precision journal entries, purchase orders, asset /space tagging tasks, and financial expenses/reconciliations in various financial systems… more