- Vanguard (Malvern, PA)
- …monitor, measure, and manage various aspects of equity and/or fixed income investment performance . Presents thorough, clear, and insightful analysis to senior ... Are you passionate about the dynamic world of investment markets? Do you have a keen understanding...we have an exciting opportunity for you! As a Performance Specialist, you will play a pivotal role in… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …Monitor performance and enforce corrective actions when needed. + Provide investment performance summaries and client-facing materials. + Investment ... Policy and applicable laws. Manage asset allocation, risk budgets, and investment strategies for optimal performance . Supervise internal staff and oversee… more
- Vanguard (Malvern, PA)
- …+ Leads a high-performing team in the development of specialized fixed income investment risk management, performance analysis and other analytical skills that ... a visionary leader to serve as Co-Head of US Active Fixed Income Investment Risk, a pivotal senior leadership role responsible for setting the strategic direction… more
- United States Steel (Pittsburgh, PA)
- …operations. + Knowledge of investment accounting, transaction processes, valuation, and investment performance . + Minimum of 3 years of experience working ... qualitative data for investments. 4. Communication and Reporting: + Reconcile month-end performance data with custodian, investment managers, and investment … more
- The Hartford (Wayne, PA)
- …+ Promote investment product sales through frequent client meetings/discussions about investment strategy and investment performance + Lead the team ... client retention and long-term partnerships by aligning client needs with the firm's investment solutions and services. This role can be based in Philadelphia, New… more
- PNC (PA)
- …Decision Making and Critical Thinking, Effective Communications, Fund Management, Fund Performance Analysis, Investment Performance Measurement, ... STEM OPT for this position. **Job Description** + Creates and manages performance of complex multi-investor and proprietary fund offerings from initial closing… more
- City National Bank (Harrisburg, PA)
- …and estate planning firms with the objective of providing the highest level of investment management services to their clients. Performance in the role is based ... * INVESTMENT CONSULTANT - Remote based in CO* WHAT...investors who have expressed an interest in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor,… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …essential support to Advisors, including account administration, preparation of investment proposals, performance reviews, and delivery of comprehensive ... have significant administrative responsibility, including client account setup, alternative investment subscriptions, and handling custodian-related paperwork. Key Responsibilities: +… more
- Thrivent Financial (Montgomeryville, PA)
- …based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance . To learn more about the privacy of your ... able to cultivate and maintain relationships with outside organizations Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …planning needs. This role involves managing account administration, preparing investment proposals, performance reviews, and delivering comprehensive financial ... planning materials. Core Responsibilities: + Assist in preparing monthly and quarterly performance reports. + Monitor and update client investment asset… more