- JPMorgan Chase (Pittsburgh, PA)
- …Private Bank including but not limited to credit and lending, multi-asset class investments , wealth advisory and estate planning. On an integrated team you will work ... with our bankers, global investment specialists, capital advisors, and trust and estate experts...the Analyst's performance. **Job Responsibilities** + Help devise customized financial strategies for existing and prospective clients + Prepare… more
- Lincoln Financial (Radnor, PA)
- …key interface point with business and IT teams. + Tracks and measures the AI investment performance, using KPIs to monitor the financial and non- financial ... role works across the organization to ensure that the most impactful investments in artificial intelligence capabilities are prioritized and track the outcomes of… more
- Truist (Philadelphia, PA)
- …of the team * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more
- Deloitte (Philadelphia, PA)
- Mutual funds-Are you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, ... a high-level of tax research and work on regulated investment company (RIC) tax work papers, financial ...regulated investment company (RIC) tax work papers, financial statement provisions and related tax disclosures and federal… more
- Fifth Third Bank, NA (Pittsburgh, PA)
- …years of successful high net worth sales and client service experience in financial services and investment management industries. + Thorough understanding of ... + Responsible for identification, qualification and prospecting qualified fiduciary and investment management clients for the firm. + Identify and cultivate lead… more
- Robert Half Finance & Accounting (Philadelphia, PA)
- …is crucial in ensuring the accurate management and reconciliation of client investment accounts, as well as supporting reporting processes. The position offers a ... with internal teams and external vendors to maintain the integrity of financial operations. Responsibilities: + Oversee all activity in client accounts on our… more
- West Pharmaceutical Services (Exton, PA)
- …the global PER (project expenditure request) and serve as a trusted advisor on financial matters related to capital investments and projects. To be successful, ... and sites to evaluate different scenarios and assess the financial impact of various investment decisions. These models will help guide strategic planning and… more
- Lincoln Financial (Radnor, PA)
- …**The ADP Program Overview** The Actuarial Development Program (ADP) at Lincoln Financial Group is an industry-leading program that demonstrates Lincoln Financial ... Development, Pricing, Valuation, Modeling, Risk Management, Asset Liability Management, Investments , Data Analytics, and Internal Audit. ADP participants are… more
- KeyBank (Corry, PA)
- …Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts ... when providing investment solutions to new and existing clients. Establish a...process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of… more
- Lenovo (United, PA)
- …software defined infrastructure), software, solutions, and services. Lenovo's continued investment in world-changing innovation is building a more equitable, ... Business (SMB) Category organization. This role is responsible for optimizing financial performance across multiple sales routes, managing gross-to-net budgets, and… more