Investment Portfolio Specialist

Job SummaryGlenmede is seeking a skilled Portfolio Management Specialist to join our team. As a key member of our Portfolio Management group, you will be responsible for providing comprehensive investment advice and management to our private clients.Key Responsibilities:Develop and implement investment plans for clients, aligned with Glenmede's best thinking...

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...

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...

Job DescriptionThe 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...

Job SummaryU.S. Bank is seeking a highly skilled Senior Client Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for constructing and managing institutional multi-asset class portfolios for our clients.Key ResponsibilitiesDevelop and implement portfolio strategies that align with client goals and risk...

About the RoleThe Senior Investment Professional will join a private investment firm in Philadelphia, PA, focusing on lower middle-market acquisitions with up to $100M in revenue. Key responsibilities include:Financial analysis: Create financial models to analyze cash flows, investment returns, and enterprise values for new investment opportunities and...

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...

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...

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...

Job SummaryWe are seeking an experienced Investment Management Solutions Specialist to join our team at PNC. This role will be based in Indianapolis, IN, with opportunities to work in other PNC locations within the PNC Asset Management Group footprint.Key ResponsibilitiesCoordinate ongoing investment due diligence processes for our FIS Investment...

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,...

Job Summary:The Portfolio Manager III is a senior-level position responsible for managing complex individual and family client relationships for high net worth clients. The ideal candidate will have a minimum of 10-15 years of investment decision making and financial consulting experience.Key Responsibilities:Oversee completion of investment policy...

Job SummaryWe are seeking a highly skilled Investment Solutions Specialist to join our team at PNC. As a key member of our Investment Management Group, you will be responsible for leading project initiatives related to the integrated advisor workstation and the investment advisor function.Key Responsibilities:Define future development and strategic direction...

About Our ClientOur client is a leading Private Equity firm based in the Philadelphia Metro Area, focused on investing in high-growth companies across diverse sectors. They are known for their commitment to creating value through strategic financial leadership and operational enhancements. As part of their continued growth, they are seeking a Vice President...

About the RoleAs a Senior Investment Specialist at Macquarie Credit, you will play a key role in driving the growth of our successful business through client interactions and strategic business initiatives. You will be responsible for partnering with our global distribution teams to create and implement product and distribution strategies, driving product...

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...

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...

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...

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...

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...