Institutional Portfolio Analyst - Strategy & Trading
Bryn Mawr Trust Advisors, LLC
Bryn Mawr Trust Advisors, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model management. You will help implement investment strategies, maintain trading systems, and drive efficiency across client accounts within the Investment Research & Strategy team. This role emphasizes institutional portfolio management, model adoption, and strong collaboration with Investment Advisors and senior professionals. A Series 65 and finance background are preferred. #J-18808-Ljbffr Bryn Mawr Trust Advisors, LLC
$64.49k - $105.95k
...Portfolio Analyst Bryn Mawr Trust, a WSFS Company, provides locally... ...individual, corporate, and institutional clients through multiple integrated... ...' Investment Research & Strategy team, which is responsible... ...construction, and trading. This role primarily supports...SuggestedFlexible hoursShift work- Fund & Investment Operations Analyst, Senior AssociateLocation: Malvern, PA- Hybrid RoleLooking for... ...exchanged with some of the world's largest financial institutions. We serve as a key control point between our investment, trading, and external counterparties, helping to...SuggestedFull timeWork at office
- ...alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns,... ...the next level by partnering closely with sales, product and strategy leadership. What you will do: Research alternative investments...SuggestedRemote workFlexible hours
- ...holdings-based diagnostics, attribution analysis, and portfolio optimization strategies. Partner with advisors to design and refine model portfolios... ...experience in asset management, wealth management, or institutional consulting, with a strong preference for RIA channel...Suggested
- ...alternative investments available into advisor allocations and client portfolios, including through phone calls, emails and campaigns,... ...alternative investments available and be able to communicate the strategy, risks and benefits to advisors Develop relationships with...SuggestedRemote work
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$106.7k - $177.9k
...for researching and building investment strategies as part of the Asset Management research... ...strategy content for the Investment and Portfolio Management Committees.Develop and update... ...Bachelor’s degree and a minimum of 3 years’ analyst experience, or in lieu of a degree, a...Full timeWork experience placement- Investment Accounting and Reporting Analyst 4 days ago Be among the first 25 applicants Direct message the job poster from QUAD, a SolomonEdwards... ...a successful organization with a strong commitment to serving institutional clients and delivering high-impact investment solutions. If...Full timeRemote work
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- Incyte Corporation in the United States seeks a Senior Portfolio Leader to shape strategy for in-line and pipeline assets across Hematology, Oncology and Immunology. You will drive portfolio prioritization, coordinate with R&D, Commercial, Regulatory, and Finance, and...
- Bryn Mawr Trust, a WSFS Company, seeks a Municipal Bond Credit Analyst/PM to oversee municipal bond portfolio management, trading, and issuer due diligence. The role spans broader fixed income contributions and client portfolio support. The ideal candidate has 10-15 years...
- Maverick Trading is seeking remote Equity & Options traders, open to applicants in Devon, PA. We are a 25+ year proprietary trading firm that allocates capital to disciplined traders and scales buying power based on performance and risk management. This is a 1099 independent...Remote jobFor contractors
- Maverick Trading is seeking a fully remote Equity & Options Trader open to applicants in Bryn Mawr, PA. We provide structured capital allocation and profit splits based on performance, with no base salary and a 1099 contractor arrangement. Trade US market hours from your...Remote jobFor contractorsLocal area
- Global Risk and Security (GR&S) at Vanguard enables business strategy, protects client and Vanguard interests (e.g., assets and data),... ...rule performance, optimization results, and customer experience trade-offs in clear, data-driven narratives.Ensure Strong Governance:...Full timeVisa sponsorship
$40k
Vehicle Acquisition Specialist I CarGroup Holdings LLC, operating as webuyanycar.com USA, is a leading car buying service that offers a fast, safe, and fair way to sell your car. With a focus on providing a seamless and convenient experience, we offer free online valuations...Relocation package- ...Corporate Systems is seeking a Vendor, Financial & Workforce Planning Analyst to help drive financial discipline, operational excellence, and... ...role offers broad exposure to financial planning, workforce strategy, vendor management, automation, and executive-level decision...Full timeContract workFor contractorsWork at office
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- Seeking a highly motivated and detail-oriented Senior Financial Analyst to join our finance team. This role is responsible for... ...support special projects such as mergers and acquisitions, pricing strategy, and capital investments. Ensure compliance with internal controls...Full time
$108.5k - $195.9k
...•Stay informed on emerging trends and regulatory changes, assess impacts, and partner with leadership to incorporate updates into strategy •Review quarterly GAAP and Statutory results, identifying and communicating key drivers •Identify, evaluate, and resolve risks, exposures...Work experience placementWork from home3 days per week$100k - $190.5k
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...data to enable business partners to advance our global market strategy, and drives business solutions through actionable analytics and... ...the pricing strategy for CNA's Medical Professional Liability portfolio across a diverse range of healthcare segments, including...Full timeWork experience placementFlexible hours
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