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15+ years of relevant experience in an endowment, foundation or pension institution, asset management firm, investment company, bank or equivalent. Founded in 1956 by the Pew family to manage their charitable assets, Glenmede is among the nation's leading investment and wealth management firms.
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The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions.
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Bachelor's degree and 1-3 years of relevant experience in fast-paced fundraising environment or equivalent combination of education and experience required, preferably in institutional development or a related field, with exposure to development communications, prospect management, annual giving, major gifts, volunteer engagement, and stewardship.
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Choose from a wide variety of investment options through TIAA and Vanguard. The CRC-C will develop study protocols, manage contracts and IRB regulatory issues, and oversee clinical trial data management.
$51,824 - $68,000 a yearFull-timeExpandUpdated Today - UpvoteDownvoteShare Job
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In consultation with the Director of Development, provide high-level volunteer management support for the volunteer council led by Penn Medicine's Chief Scientific Officer. Duties will include prospect identification, cultivation, stewardship, communications including the development of proposals and other written materials, donor relations, event and meeting organization and data management.
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Glocomms is partnered with an investment advisor looking to add a key member to their strong enterprise Vulnerability Management team. Strong knowledge of vulnerability management tools (Aqua, Palo Alto Prisma, Wiz, CrowdStrike, Tenable Nessus, or Qualys preferred.
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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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Position SummaryAs part of MCCs Executive Team, reporting to the CEO, the VP, People and Culture (P&C) oversees all human resource areas, including talent management, equitable hiring practices, compensation benchmarking and analysis, benefits and payroll administration, employee engagement and relations, compliance, HR policy development and monitoring, and workforce and professional development planning.
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The Americas Market Data Team is responsible for the end-to-end procurement and management of Market Data across Macquarie Group. Additionally, you will be responsible for matching best product to user needs, ensuring contract management, validating commercial framework, maintaining terms & conditions, evaluating vendor and product offerings, ensuring compliance with contracts terms and defining reporting requirements for business units.
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Review and analyze a clients current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more.
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Candidates will ideally have at least five years of experience practicing with a law firm, closed-end, mutual fund or ETF complex, fund servicing organization, investment advisory firm, or applicable regulatory agency dealing with the Investment Company Act of 1940, Securities Act of 1933, Securities Exchange Act of 1934, and related rules, regulations, guidance, and practices.
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Our team's overall practice specific services include investment management services, state income and franchise tax, indirect tax, business restructuring, credits and incentives, sales and use tax outsourcing, excise tax, property tax, state strategic tax review, and state tax controversy.
$68,180 - $144,300 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Experience working in a leading investment bank, management consultant firm, private equity firm, and/or private equity-backed company. Experience in investment banking, private equity, management consulting, and/or M&A advisory.
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3 - 5 years of experience in the electric or natural gas utility industry, facilities management, HVAC design or sales, commercial and industrial lighting, conservation and energy management, or related experience.
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Access Holdings Management Company LLC is a Baltimore-based middle-market investment firm with over $2.8 billion in assets under management. Persistent focus on innovative management and operational processes to optimize company efficiency.
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investment management jobs in Philadelphia, PA
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