- Assisting with management and board level reports preparation
- Regularly monitoring performance measurement and portfolio compliance reporting
- Reporting on performance, fund updates, risk, and other functions related to alternative investments investment strategy/portfolio
- Performing markets research and analysis
- Assisting with potential new asset managers and classes due diligence
- Leveraging various tools to develop investment portfolio exposure and risks reporting
- Providing investment data systems and infrastructure support
- Bachelor's degree in Finance or related discipline
- 0-2 years related investment analyst experience
- Ability to work effectively in a dynamic, fast paced work environment
- Microsoft Office proficiency (Word, Excel, PowerPoint)
- Investment management software experience a plus
- Strong communication skills
- Strong attention to detail
-
Investment Data Analyst
1 week ago
TIFF Advisory Services Radnor, United States**Firm Overview**: · TIFF is a leading asset management firm dedicated to delivering comprehensive outsourced CIO (OCIO) and private equity investment solutions to primarily endowments, foundations, and other charitable organizations. Our primary objective is to enhance investmen ...
-
Derivative Analyst, Investment Accounting
2 days ago
Lincoln Financial Radnor, United States**Date**:May 23, 2024 · **Primary Location**: Radnor, PA, US · **Company**:Lincoln Financial · **Alternate Locations**: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) · **Work Arrangement**: · Remote : Work at home employee re ...
-
Derivative Analyst, Investment Accounting
4 days ago
Lincoln Financial Radnor, United States**Date**:Apr 24, 2024 · **Primary Location**: Radnor, PA, US · **Company**:Lincoln Financial · **Alternate Locations**: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) · **Work Arrangement**: · Remote : Work at home employee re ...
-
Investment Analyst
1 week ago
Jefferson - Center City, Philadelphia, PA Philadelphia, United States**PRIMARY FUNCTION**: · Treasury point of contact for investment account set up, performance tracking, and maintenance with responsibility for completing directives · **ESSENTIAL FUNCTIONS**: · - Prepares cost/benefit analysis for various program additions or changes. · - Interpr ...
-
Investment Analyst
2 weeks ago
Jefferson - Center City, Philadelphia, PA Philadelphia, United States**PRIMARY FUNCTION**: · Treasury point of contact for investment account set up, performance tracking, and maintenance with responsibility for completing directives · **ESSENTIAL FUNCTIONS**: · - Prepares cost/benefit analysis for various program additions or changes. · - Interpr ...
-
Investment Analyst
3 weeks ago
QUAD, a SolomonEdwards Company King of Prussia, United StatesInvestment Analyst · Our established, very successful and growing financial services client in the King of Prussia, PA area is seeking an Investment Analyst to join their team. · The Investment Analyst is a highly visible, newly created position that will be responsible for in ...
-
Investment Analyst
2 weeks ago
QUAD, a SolomonEdwards Company King of Prussia, United StatesInvestment Analyst · Our established, very successful and growing financial services client in the · King of Prussia, PA area · is seeking an · Investment Analyst · to join their team. · The · Investment Analyst · is a highly visible, newly created position that will be r ...
-
Investment Analyst
2 weeks ago
PPR Note Co Berwyn, United StatesJob Description · Job Description Salary: · Position Overview: · A rapidly growing fund management company, with a reputation as one of the 'Best Places to Work' in our region, is seeking a talented individual to join its collaborative portfolio management team. The successful c ...
-
Investment Analyst
3 weeks ago
PPR Note Co Berwyn, United StatesJob Description · Job Description Salary: · PPR Capital Management · is a real estate investment firm and leader in distressed residential mortgage, multifamily, and commercial real estate investing spaces. Our investment portfolio has nearly doubled over the past three years. ...
-
Investment Analyst
2 weeks ago
PPR Note Co Berwyn, United StatesJob Description · Job DescriptionSalary: · Position Overview: · A rapidly growing fund management company, with a reputation as one of the 'Best Places to Work' in our region, is seeking a talented individual to join its collaborative portfolio management team. The successful ca ...
-
Investment Valuation Analyst
6 days ago
National Philanthropic Trust Jenkintown, United States**Investment Valuation Analyst** · **Become a Part of the NPT Team** · - National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations, and financial institutions, enabling them to realize their philanthropic aspirations. N ...
-
Investment Performance Analyst
5 days ago
PNC Financial Services Group Philadelphia, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
-
Analyst, Investment Accounting
1 week ago
Lincoln Financial Radnor, United States Full timeAlternate Locations: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) · Work Arrangement: · Remote : Work at home employee residing outside of a commutable distance to an office location. · Relocation assistance: is not availabl ...
-
Investment Operations Analyst- Middle and Back
13 hours ago
STP Investment Services West Chester, United States: · Do you want to be part of a rapidly growing, industry-leading fintech firm? · Are you looking for a company that is dedicated to developing and building your career? · Do you want to work at a company that puts its employees and culture at the forefront of everything they do? ...
-
Investment Management Analyst, Chesterbrook, PA
2 weeks ago
LCOR, INC Wayne, United StatesLCOR is seeking a full-time · Investment Management Analyst · to join its Investment Management team in Chesterbrook, PA. The Investment Management Analyst is primarily responsible for supporting the Investment Management Team and assisting in the day-to-day execution of the fi ...
-
Investment Management Analyst, Chesterbrook, PA
2 weeks ago
LCOR, INC Wayne, United StatesLCOR is seeking a full-time Investment Management Analyst to join its Investment Management team in Chesterbrook, PA. The Investment Management Analyst is primarily responsible for supporting the Investment Management Team and assisting in the day-to-day execution of the firm's p ...
-
Susquehanna International Group Bala-Cynwyd, United StatesAs a Growth Equity Investing Summer Analyst, you will work closely with our senior deal professionals at every stage of the investment process, from company sourcing to deal execution. SGE summer interns are actively working on live deals, performing company analysis, and involve ...
-
Analyst, Investment Accounting
3 days ago
Lincoln Financial Services Broomall, United StatesAlternate Locations: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) · Work Arrangement: · Remote : Work at home employee residing outside of a commutable distance to an office location. · Relocation assistance: is not avai ...
-
Analyst 3, Network Investment Analytics-1
2 days ago
Comcast Corporation Philadelphia, United StatesComcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wi ...
-
Derivative Analyst, Investment Accounting
1 week ago
Lincoln Financial Services Broomall, United StatesAlternate Locations: Work from Home; Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) · Work Arrangement: · Remote : Work at home employee residing outside of a commutable distance to an office location. · Relocation assistance: is not avai ...
Investment Analyst - King of Prussia, United States - QUAD, a SolomonEdwards Company
Description
Investment Analyst
Our established, very successful and growing financial services client in the King of Prussia, PA area is seeking an Investment Analyst to join their team.
The Investment Analyst is a highly visible, newly created position that will be responsible for investment portfolio management, due diligence, analysis, reporting, and other activities supporting treasury and investments.
Responsibilities:
The Investment Analyst will be responsible for:
Skills/ Competencies:
The ideal Investment Analyst will possess these skills:
Additional Details:
Employment Type: Direct Hire
Competitive benefits