- Lincoln Financial (Harrisburg, PA)
- …on mortgage loans and limited partnerships for existing and developing investment strategies for compliance with accounting/reporting regulations to appropriate ... opportunity. **Requisition #:** 74763 **The Role at a Glance** The Analyst, Investment Accounting Operations will provide timely and accurate more complex … more
- Guardian Life (Bethlehem, PA)
- …and Park Avenue Investment Advisory (PAA), works as part of the Compliance team to ensure that various compliance and regulatory processes and procedures ... investment adviser entities. + Assist with the Firm's Compliance testing program and the review and maintenance of...of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, experience at an… more
- Guardian Life (Harrisburg, PA)
- …Senior Compliance Analyst, Park Avenue Securities, and Park Avenue Investment Advisory, you will conduct branch office inspections using risk-based testing ... laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated… more
- United States Steel (Pittsburgh, PA)
- …trade settlement, reconciliation, manager communication, document management, audit and compliance activities, investment reporting, and special projects. This ... etc). + Coordinate global market openings and documentation. + Track daily compliance with investment manager guidelines. 3. Reconciliation Expertise: + Perform… more
- US Bank (Harrisburg, PA)
- …a resource to internal management and marketing staff; + Work on additional tax compliance or investment management projects; + Work with our Client Services ... One. **Job Description** Senior Analyst in PFM Asset Management's Arbitrage & Tax Compliance Group, based in the Harrisburg or Philadelphia, PA offices. PFM Asset… more
- Truist (Philadelphia, PA)
- …the following job description:** Responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) and ... out by peers and co-workers for advice and assistance relating to investment expertise and client solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a… more
- Deloitte (Philadelphia, PA)
- …you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory" ... and consulting" peak your interest? Do you enjoy providing tax consulting and compliance services to US and foreign clients while identifying and analyzing complex… more
- Deloitte (Philadelphia, PA)
- …you a strategic thinker with first-hand knowledge of the private equity and investment management industries? Do phrases like "cross border investment advisory" ... and consulting" peak your interest? Do you enjoy providing tax consulting and compliance services to US and foreign clients while identifying and analyzing complex… more
- PNC (Philadelphia, PA)
- …have an opportunity to contribute to the company's success. As a Quantitative Investment Risk Modeler within PNC's Asset Management Group Investment Office ... position. The ideal candidate will: * Implement complex and significant portfolio investment risk management projects. * Monitor and analyze fiduciary investment … more
- PNC (Philadelphia, PA)
- …have an opportunity to contribute to the company's success. As a Senior Investment Risk Leader within PNC's Asset Management Group organization, you will be based ... team of 3-5 Quantitative Risk Analysts * Oversee complex and significant portfolio investment risk management projects * Monitor and analyze fiduciary investment … more