Endowment & Foundation Investment Advisor
CFA Institute
Mercer is seeking an experienced professional to join its Wealth Investment team in King of Prussia, PA as an Investment Consultant. This client-facing role will provide investment consulting services to endowment and foundation clients, requiring strong analytical and communication skills. The successful candidate should have a bachelor's degree and at least 5 years of related experience, with a preference for those pursuing a CFA charter. This hybrid position offers professional development opportunities in an inclusive culture. #J-18808-Ljbffr CFA Institute
- ...Description We are seeking a talented individual to join our Wealth Investment team at Mercer. This role will be based in King of Prussia... ...Consulting position that primarily works with Mercer's Endowment and Foundation clients. The role is hybrid and requires working at least...FoundationWork at officeFlexible hours3 days per week
- ...cross selling other credit union services like credit cards, investments, insurance and IRA's. Through quality customer interactions that... ..., Respect and Convenience), incumbent will establish a solid foundation of trust with each and every customer thereby positioning...Foundation
$51k - $63.8k
O’Toole Family Endowed Assistant Director of Scholarship Coordination Position Summary: The O’Toole Family Endowed Assistant Director... ...and off‑campus selection events in partnership with the Posse Foundation. Coordinate finalist preparation, mentor selection, UNITAS...FoundationWork at officeWeekend work$150k - $200k
...Investors throughout the United States with a particular focus on Endowments and Foundations (E&F), including colleges and universities, independent... ...a value proposition to sophisticated investors, including investment committees, staff investment offices, and boards...FoundationWorldwide$90k - $130k
...ideal candidate will be an analytical self-starter with a strong foundation in finance and a proven ability to build and automate... ...Management: Manage daily cash position, optimize short-term borrowing/investment decisions, and ensure sufficient liquidity to meet operational...FoundationTemporary workImmediate start- ...care insurance, disability insurance and investment products offered through our broker-... ...planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle... ..., New York Life provides a strong foundation for your success. Additionally, you can...FoundationFull timeContract workFor contractorsWork at office
- ...motivated individuals to join Beacon Pointe Advisors as an Associate Wealth Advisor in our... ...for assisting in client advisory, investment management, financial planning and... ..., including institutions (i.e., endowments, foundations), high-net-worth individuals, and families...FoundationWork at office
- ...We are seeking a talented individual to join our Wealth Investment team at Mercer. This role will be based in King of Prussia... ...Consulting role that will primarily support Mercer’s Endowment and Foundation clients, a growing investment practice. The individual...FoundationWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week
- ...initiatives like Alexs Lemonade Stand Foundation, reflecting our dedication to giving back... ...in the Life of a Northwestern Mutual Advisor: A Glance at Northwestern Mutual (NM... ...comprehensive financial plans that include investments, insurance, and retirement....FoundationWork at officeWork from homeVisa sponsorshipFlexible hours
- ..., including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and... ...regulations. Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to...Foundation
- ...University of Tennessee football program, where he developed a strong foundation in talent development and team building. Outside of work,... ...rescue pittiesLego and Donut. Steve Eberbach Financial Advisor: Steve Eberbach is a Financial Advisor & Growth & Development...FoundationWork at officeLocal areaWork from homeFlexible hours
- ...have): CBAP (Certified Business Analysis Professional): For mastering requirements gathering and process modeling. ITIL 4 Foundation: Useful for understanding how to manage IT services in a high-stakes environment like a hospital Essential Compliance...Foundation
- A financial services firm in Pennsylvania is seeking a Middle Office Operations Analyst to support Registered Investment Advisors and high-net-worth clients. Responsibilities include managing account transactions, analyzing client requests, and ensuring compliance with...Work at office
- SEI is looking for an Investment Specialist based in Pennsylvania to join the SEI Access Team. This role focuses on advisor acquisition, satisfaction, and allocations of alternative investment products on the Marketplace. The Investment Specialist will communicate with...
$55k - $65k
...We’re Looking For: ~2+ years of kitchen experience with at least 1 year in a lead line cook or Junior Sous Chef role ~ Strong foundation in scratch cooking, sauté, grill, fry, and garde manger ~ Passion for gastropub cuisine, craft beer pairings, and elevated...FoundationCasual workNight shiftWeekend work- ...stakeholders, and engineers to deliver outcomes that directly impact investment decision-making. This role offers hands-on leadership with modern cloud technologies and helps establish the foundation for future AI/ML capabilities across the investment platform....FoundationWork experience placement
$150k - $200k
...A leading investment solutions firm is looking for a Regional Director of Institutional Sales focused on selling OCIO solutions to large institutional investors, particularly endowments and foundations. The role requires a minimum of five years in institutional asset management...Foundation- SEI is seeking an Investment Marketing Specialist to join the Asset Management Marketing team in Oaks, Pennsylvania. This early-career... ...marketing content to promote investment products to financial advisors and banks. The ideal candidate will have 2-3 years of marketing...
$101.4k - $177.6k
...nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society - are essential to our... ...and services, and mobilizing to advance thought leadership and investment in societal-led solutions. Integrating ESG: All companies have...FoundationLocal areaFlexible hours$55 - $60 per hour
...Security Professional). CISA (Certified Information Systems Auditor). CBAP (Certified Business Analysis Professional). ITIL 4 Foundation certification. Experience with essential compliance documentation such as Security Risk Assessments (SRA) and Business...Foundation- ...fiscal policies and financial analyses that guide infrastructure investment and strengthen long-term financial health. Responsibilities... ...that growth in the decade to come, and our people are the foundation of that plan. We provide ample training, mentorship, and peer...FoundationTemporary workWork at officeLocal areaWork from homeWeekend workAfternoon shift
- Chief Risk Officer (CRO) The Chief Risk Officer (CRO) will report directly to the CEO with a dotted line to the Risk and Audit Committee of the Board. The CRO will be a member of the Executive Team and will work closely with the Chief Executive Officer, Chief Financial...
$110k - $140k
Novocure Inc in Chesterbrook, PA is seeking a Manager, Investor Relations to drive communication with the investment community. This hybrid position requires a Bachelor’s degree and 5+ years of relevant experience. The ideal candidate will manage investor relations strategies...- ...scenarios, cases, scripts, and in bug/defect analysis. ~ Experience with SAP ChaRM for release management and coordination with SAP BASIS teams for production deployments. ~ A solid foundation in SAP and a thorough understanding of software testing life cycles....Foundation
$21 - $25 per hour
...happy team creates happy patients. Our practice is built on a foundation of work-life balance, a friendly and positive atmosphere, and... ...team member. We work hard, support one another, and celebrate our wins together. Join a team that invests in you. Apply Now...FoundationHourly payFull timeWeekend work$60k - $70k
A financial services company is seeking a Commercial Credit Analyst II to underwrite commercial exposures from $1MM to $4MM. You will analyze financials, prepare credit risk assessments, and partner with various lending teams. The ideal candidate has a Bachelor’s degree...- ...for individuals full of intellect, passion, integrity, creativity, and energy driven by an unshakable belief in hospitality as a foundation. We require honest, hardworking professionals who manage and mentor others with respect, empathy, and dignity. Candidates should...FoundationFull time
- ...verbal and written English communication skills, especially for clear written documentation. Sound judgement and a strong ethical foundation in decision-making. Flexibility to work various hours, including weekends and holidays. Physical Requirements: Ability...FoundationWork at office
- ...and markets energy products and services through our subsidiaries and the company's common stock is a balanced growth and income investment. UGI Corporation has paid common dividends for more than 135 consecutive years. In addition to a challenging career and competitive...Work from homeShift work
$150k - $200k
...to focus on selling OCIO solutions to Large Institutional Investors across the United States, with a special emphasis on Endowments and Foundations. Applicants should have at least five years of experience in institutional asset management and possess strong sales and...Foundation
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