- Lincoln Financial (Radnor, PA)
- …expertise to the Lincoln Financial Group business segments, including SEC-registered investment advisers, that are responsible for providing investment ... and procedures and provides other legal support on fund and adviser compliance matters. * Providing legal advice regarding strategic initiatives of Funds Management… more
- Deloitte (Harrisburg, PA)
- …team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify ... solid understanding of partnership allocation methodologies, Subchapter K, and the tax compliance process for real estate funds, then we have an exciting opportunity… more
- Bank of America (Philadelphia, PA)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Wells Fargo (Pittsburgh, PA)
- **About this role:** Wells Fargo is seeking a Market Growth Director in Wealth and Investment Management as part of Wells Fargo Advisors. This role is part of the ... participation across a wide range of Wells Fargo Wealth Investment Management products to include investment sales,...This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is… more
- Vanguard (Malvern, PA)
- …planning capabilities made available in our advisory offers, and ensure compliance across trust administration, corporate trustee, and investment management ... with legal advice on issues impacting Vanguard's business activities and investment product development, transactions, and regulatory matters. Ensures that business… more
- Lincoln Financial (Radnor, PA)
- …complex research, analysis, & proper accounting treatment of Lincoln's derivative investment positions to support strategic investment operations, hedging ... less experienced team members. **What you'll be doing** + Provides investment accounting treatment of derivative assets under applicable Statutory, GAAP, Management… more
- Commonwealth of Pennsylvania (PA)
- …to obtain necessary reports to create monthly cash journals, enter and post investment activity into general ledger software, and verify ending balances. You will ... play a role in retrieving and analyzing investment transaction data and updating as necessary. Work includes entering data into SWIF's investment system and… more
- UMB Bank (Chadds Ford, PA)
- …Investments Team** provides accounting, pricing, and reconciliation services for our alternative investment fund clients. This group is a growing team that continues ... as needed, perform accounting and administrative functions, including, recording investment and investor transactions, pricing and reconciliation of portfolios,… more
- AccentCare, Inc. (King Of Prussia, PA)
- …indoor/outdoor settings, and complete all documentation and HCC competencies with attention to compliance and detail. Our Investment in You Caring for others ... starts with caring for you. We're committed to fostering a purpose-driven workplace where you feel supported, and that means prioritizing your physical, financial and mental well-being. Our benefits include: Medical, dental, and vision coverage Paid time off… more
- Wells Fargo (Spring House, PA)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for ... business, mortgage, retirement, and investment services, then partner closely with peers in Business...by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations + Collect… more