- Vanguard (Malvern, PA)
- …for fixed income funds and ETFs. Summary As a Senior Fixed Income Client Portfolio and Product Manager you will be responsible for representing our active ... collaborative business partner to critical stakeholders across the organization including investment leaders, portfolio managers, sales executives, and members… more
- Vanguard (Malvern, PA)
- …strategic areas of the investment industry? Vanguard is seeking a Multi-Asset Client Portfolio Manager (CPM) to join our growing team in support of our range ... Multi-Asset Client Portfolio Manager Are you ready to...a trusted product expert and industry authority-partnering with internal investment and distribution teams and engaging externally with some… more
- PNC (Pittsburgh, PA)
- …have an opportunity to contribute to the company's success. As a Product Manager Expert within PNC's Asset Management Group Investment Office organization, you ... needs into actionable deliverables, and will partner closely with Portfolio Construction, Investment Strategy, Operations, Technology, Risk/Compliance, Finance,… more
- Oracle (Harrisburg, PA)
- …are accurately captured and recorded + Oversee and maintain master portfolio capacity model and ensure adequate controls are implemented, including performing ... + Problem solving and providing input and support to manager to unblock on business and project critical needs...or consulting (3+ years) + Experience with financial modeling, CFA candidates preferred + Advanced Microsoft Excel - specifically… more
- Vanguard (Malvern, PA)
- … Strategy Group - Investment Strategist + Portfolio Review Department - Investment Product Manager + Quantitative Equity Group - Assistant Portfolio ... skills. + Excellent relationship management and leadership skills. + Experience with investment research, portfolio management, trading, or investment … more
- Vanguard (Chesterbrook, PA)
- Vanguard's Internal Audit & SOX department is hiring a Senior Manager in Audit Services for the Global Investment and Financial Audit Services (GIFAS) team! This ... internal auditors in delivering risk-based audits and consulting engagements across portfolio management, trading, and enterprise risk management functions. As a… more
- US Bank (Philadelphia, PA)
- …knowledge of Advent applications preferred + Thorough knowledge and understanding of portfolio accounting and the investment management industry + Excellent ... who are responsible for providing accounting, administration and investor servicing to investment companies and advisers. Serves as trusted advisor to clients by… more
- Wellington (Radnor, PA)
- …views and allow the Analyst to communicate their findings to the Value portfolio manager . They must exhibit a fundamental, research oriented, bottom-up approach, ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- UMB Bank (Harrisburg, PA)
- …of financial markets, asset allocation principles, and financial products. Experience in investment manager selection and monitoring a plus + Prior experience ... Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact… more
- Vanguard (Malvern, PA)
- …millions of dollars for clients every year. The team works with our trader and portfolio manager partners, across asset classes and passive as well as active ... or above in quantitative discipline required. Graduate degree and/or professional certification ( CFA , FRM) preferred. + Minimum of two years related work experience.… more
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