Investment Officer

3 weeks ago


Philadelphia, Pennsylvania, United States City of Philadelphia Full time
Job Description

The City of Philadelphia Board of Pensions and Retirement is seeking a highly skilled Investment Officer to join their team. As an Investment Officer, you will be responsible for performing financial analysis in public and private markets, working closely with the Deputy Chief Investment Officer and a nine-member Board of Trustees.

Duties and Responsibilities:

  • Portfolio Structuring: Recommend appropriate strategies within assigned asset classes, including public equities, fixed income, private equity, real estate, and fixed income.
  • Manager Evaluation: Evaluate and recommend managers within assigned asset classes, including determining the need to augment existing exposures and sourcing top-tiered managers.
  • Portfolio Monitoring: Monitor investment managers within assigned asset classes, including reviewing manager and aggregate portfolio performance and preparing quarterly portfolio reports.

Qualifications:

  • Completion of a Bachelor's Degree program in business administration, finance, economics, or a closely related field.
  • Prior experience in a financial institution, large corporation, governmental agency, consulting firm, or similar organization, including the evaluation, selection, or recommendation of investment managers or investment vehicles.

Preferred Experience:

  • Experience in private asset classes, such as real estate, private equity, and infrastructure.
  • Completion of a Master's Degree program in business administration and/or designation as a Chartered Financial Analyst or a Chartered Alternative Investment Analyst.

Benefits:

  • Unlimited free public transportation through SEPTA's Key Advantage program.
  • 6 weeks of paid parental leave.
  • Comprehensive health coverage for employees and their eligible dependents.
  • Generous retirement savings options.
  • Pay off student loans faster through the Public Service Loan Forgiveness program.
  • Unlock tuition discounts and scholarships through partnerships with esteemed colleges and universities.


  • Philadelphia, Pennsylvania, United States Sands Investment Group Full time

    About the RoleSands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic team in Philadelphia.Key Responsibilities:Drive sales growth and revenue through strategic partnerships and client relationshipsDevelop and execute sales strategies to meet or exceed sales...


  • Philadelphia, Pennsylvania, United States Sands Investment Group Full time

    Job OverviewSands Investment Group, a leading commercial real estate brokerage firm, is seeking a highly motivated and competitive Junior Broker to join our Philadelphia office. As a Junior Broker, you will play a critical role in developing the foundational skills necessary to become a successful Commercial Real Estate Investment Sales Broker.Key...

  • Investment Officer

    4 weeks ago


    Philadelphia, Pennsylvania, United States City of Philadelphia Full time

    Job SummaryWe are seeking an Investment Officer to join our team at the City of Philadelphia Board of Pensions and Retirement. The successful candidate will be responsible for performing financial analysis in public and private markets, and will report directly to the Deputy Chief Investment Officer.Key ResponsibilitiesPortfolio structuring within assigned...

  • Trust Officer

    3 weeks ago


    Philadelphia, Pennsylvania, United States gpac Full time

    We are seeking a seasoned trust officer to provide investment management and fiduciary services to high-net-worth clientele.As a trust officer, you will be responsible for managing personal trust accounts and estates, as well as developing customized solutions to assist clients in meeting their wealth management goals.Key Responsibilities:Administer...

  • Trust Officer

    4 weeks ago


    Philadelphia, Pennsylvania, United States gpac Full time

    We are seeking a skilled trust officer to provide investment management and trust administration services to high-net-worth clientele.As a trust officer, you will be responsible for managing personal trust accounts and estates, as well as developing customized solutions to assist clients in meeting their wealth management goals.Key...


  • Philadelphia, Pennsylvania, United States NexWealth Full time

    NexWealth is a multi-family office seeking a Manager of Investment Due Diligence with a CFA designation. This individual will work out of the firm's Philadelphia office and must have prior experience at an RIA, family office, multi-family office, wealth management, or similar firm.Key Responsibilities:Lead and work closely with a team of research...


  • Philadelphia, Pennsylvania, United States NexWealth Full time

    NexWealth is a multi-family office seeking a seasoned Investment Due Diligence Manager to work out of our Philadelphia office. The ideal candidate will have a CFA designation and a minimum of 5-7 years of experience conducting investment manager due diligence.Key Responsibilities:Lead a team of research analysts in conducting comprehensive investment manager...


  • Philadelphia, Pennsylvania, United States Publicis Health Media Full time

    Job SummaryPublicis Health Media is seeking a highly skilled Investment Management Supervisor to lead the daily investment operations for our team. As a key member of our investment management team, you will be responsible for executing media buys, managing partner relationships, and driving business growth.This is a hybrid role, requiring three days...


  • Philadelphia, Pennsylvania, United States 5 Legal Full time

    Job Overview5 Legal is seeking a highly qualified junior to mid-level associate with law firm experience and excellent academic credentials to join their investment management practice in the Philadelphia office.This role may be based in Boston, New York, Pittsburgh, San Francisco, or Washington, DC.Key ResponsibilitiesForming private investment funds,...


  • Philadelphia, Pennsylvania, United States Publicis Health Media Full time

    Job OverviewAs a Senior Associate, Investment Management, you will play a key role in running small to medium-sized projects and taking on soft management responsibilities of training Associates. This hybrid role requires three days in-office each week, and you will be accountable for accuracy of Insertion Orders sent to media partners, on-budget delivery of...


  • Philadelphia, Pennsylvania, United States The PNC Financial Services Group, Inc Full time

    Job SummaryWe are seeking a highly skilled Senior Investment Advisor to join our team at The PNC Financial Services Group, Inc. As a Senior Investment Advisor, you will be responsible for managing accounts in accordance with investment objectives developed with clients.Key ResponsibilitiesManage client accounts to achieve investment objectivesProvide...

  • Investment Consultant

    3 weeks ago


    Philadelphia, Pennsylvania, United States Long Short Advisors Full time

    Long Short Advisors is seeking a highly skilled Investment Consultant / External Wholesaler to cultivate relationships nationwide with mutual fund allocators in the RIA, bank, wire house and family office channels.Key ResponsibilitiesTravel extensively nationwide, leading in-person meetings and facilitating PM presentations with managing directors, CIOs and...


  • Philadelphia, Pennsylvania, United States The PNC Financial Services Group, Inc Full time

    Job DescriptionPosition OverviewPNC is a leading financial services company that values its employees as its greatest differentiator and competitive advantage. We strive to create an inclusive workplace culture where all employees feel respected, valued, and empowered to contribute to the company's success.As a Chief Investment Strategist within PNC's Asset...


  • Philadelphia, Pennsylvania, United States The Glenmede Trust Company N.A Full time

    Glenmede is seeking an experienced Investment Director of Real Assets to lead the firm's investments in this area.This role reports to the Chief Investment Officer and is responsible for overseeing the Real Assets team, which includes investments in Real Estate, Fossil Fuel and Green Energy, Natural Resources, Infrastructure, and Carbon Reduction.The...


  • Philadelphia, Pennsylvania, United States NexWealth Full time

    About the RoleNexWealth is seeking a seasoned Investment Due Diligence Manager to join our team in Philadelphia. As a key member of our research team, you will be responsible for conducting comprehensive investment manager due diligence, monitoring industry news, and working closely with high-net-worth clients and their outside advisors.Key...


  • Philadelphia, Pennsylvania, United States Corten Real Estate Full time

    About the RoleCorten Real Estate is seeking a highly skilled Senior Associate to support all aspects of the firm's investment and portfolio management processes. This includes deal sourcing, underwriting, market analyses, due diligence, and financial analyses. The successful candidate will also be responsible for preparing investment memoranda, maintaining...


  • Philadelphia, Pennsylvania, United States Soul Equity Solutions Full time

    About the Role:The Private Equity Associate will work with senior investment professionals in the Philadelphia, PA office to source, diligence, and manage investments in lower middle-market companies with up to $100M in revenue and EBITDA up to $20M.Key Responsibilities:Financial analysis: Create financial models to analyze cash flows, investment returns,...


  • Philadelphia, Pennsylvania, United States Morgan, Lewis & Bockius LLP Full time

    Morgan, Lewis & Bockius LLP, a leading global law firm, is seeking a skilled Administrative Coordinator to support the Investment Management Practice Group.This role will provide a range of administrative, secretarial, and document processing support to the assigned Practice Group, emphasizing superior client service.The ideal candidate will maintain an...

  • Senior Trust Officer

    3 weeks ago


    Philadelphia, Pennsylvania, United States Franklin Templeton Full time

    Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations.We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions.Our investment...


  • Philadelphia, Pennsylvania, United States Morgan Lewis Full time

    Morgan, Lewis & Bockius LLP, a leading global law firm, is seeking a skilled Legal Administrative Coordinator to support the Investment Management Practice Group. This role will provide administrative, secretarial, and document processing support to the assigned Practice Group, emphasizing superior client service.Maintaining an in-office presence is crucial...