Institutional Portfolio Strategy Analyst
Bryn Mawr Trust
Bryn Mawr Trust, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio solutions and model adoption across client accounts. You will work with investment researchers and advisors on asset allocation, portfolio construction, and strategy implementation. The role emphasizes institutional portfolio management, reporting, and process improvements, with strong exposure to portfolio trading systems and technology enhancements. #J-18808-Ljbffr Bryn Mawr Trust
- ...Trust Advisors, a WSFS Company, seeks a Portfolio Analyst to support centralized portfolio... .... You will help implement investment strategies, maintain trading systems, and drive... ...Strategy team. This role emphasizes institutional portfolio management, model adoption,...Suggested
$64.49k - $105.95k
...Portfolio Analyst Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative... ...to individual, corporate, and institutional clients through multiple integrated businesses... ...Trust Advisors' Investment Research & Strategy team, which is responsible for equity...SuggestedFlexible hoursShift work$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...SuggestedFull timeWork experience placement$67k - $134k
...Institutional Investment Consulting Associate We are seeking a talented individual to join... ...collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio... ...deliverables, delegating work to analysts, providing guidance, and ensuring peer...SuggestedMinimum wageWork at officeFlexible hours3 days per week- ...Investment Advisors (RIAs), providing advanced portfolio construction guidance, customized... ...analysis, and portfolio optimization strategies. Partner with advisors to design and refine... ...management, wealth management, or institutional consulting, with a strong preference for...Suggested
$79.6k - $145.1k
...Lincoln officeRelocation assistance: is not available for this opportunity.Requisition #: 76399The Role at a GlanceThe Analyst on the Funds Strategy Team is a key contributor supporting fund strategy, analytics, project management, and business reporting across Lincoln...Work experience placementWork at office3 days per week- ...consultants, and internal stakeholders, the specialist evaluates portfolio impacts, identifies risks, and develops solutions for complex... ....The specialist serves as a critical link between investment strategy and implementation, delivering the expertise, coordination,...Full time
- ...deepen our understanding of private investments and their role in portfolio construction. As a Senior Investment Researcher, you will... ...infrastructure, helping to shape investment insights, portfolio strategies, and thought leadership that support better outcomes for...Full timeWork at officeRemote workRelocation packageMonday to Friday
- iPipeline, a global leader in digital solutions for life insurance and financial services, is seeking an Experienced Financial Analyst for an office-based role. You will build financial models, forecast performance, and support budgeting while ensuring accurate reporting...Work at office
- ...Overview As a Growth Equity Portfolio Value Creation (PVC) Summer Analyst, you will work with our value creation team, portfolio companies, and the Susquehanna... ...high-growth tech businesses Interest in consulting, strategy, operations, or other similar career paths Strong...Full timeSummer workInternshipWork at officeVisa sponsorship
- Fund & Investment Operations Analyst, Senior AssociateLocation: Malvern, PA- Hybrid RoleLooking for your next opportunity within Vanguard... ...is exchanged with some of the world's largest financial institutions. We serve as a key control point between our investment, trading...Full timeWork at office
- ...planned approach for research and analyses. Leads work planning and business problem diagnosis, coaching less experienced business strategy analysts in best practices and building business acumen.Synthesizes analyses, key findings, and potential solutions into actionable...Full timeWork experience placement
- Make it count. Help shape Vanguard’s structured credit strategy by delivering rigorous analysis and actionable recommendations across CMBS... ...with PMs, banks, issuers, rating agencies, and peer analysts.Lean in to projects. Contribute to special initiatives and cross...Full timeWork at office
- Playfly Sports is seeking a Sr. Analyst in Growth & Innovation to work cross-functionally on priority strategy and growth initiatives within PSP, collaborating with PSP and Corporate leadership in a dynamic, entrepreneurial role. You will help drive operating model improvements...
- 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
- Liberty Personnel Services, Inc. is seeking a Lead FP&A Analyst to enhance client experience and drive business performance. This role partners with finance, product, and client teams to provide financial analysis, actionable insights, and performance reporting. The ideal...
- ...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
- ...families. Our mission is to strengthen the institutions and families who positively impact our... ...looking to add a talented investment analyst to our private equity team. The team is... ...manager selection, due diligence and portfolio monitoring across private equity and venture...InternshipWork at officeLocal area
$108.5k - $195.9k
...passion for automation and modernizationWhy This Role Stands Out- High Visibility: Play a key role in financial reporting, capital strategy, and enterprise decision-making- Broad Exposure: Partner with multiple high-impact teams across the organization- Innovation Focus...Work experience placementWork from home3 days per week$134.5k - $190.5k
...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- Job Title: Financial Analyst II Location: Chesterbrook PA (Web Cam Interview) Duration: Long Term (W2) H1 Transfer/ GC/ Citizen Job... ...vendor platforms, FIX API connections and algorithmic execution strategies. ~ Excellent communication skills to quickly and accurately...Work at office
- ...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
- ...Job Title: Senior Finance Analyst Location: Radnor, PA Job Type: Hybrid (Mon, Tues and Thurs are in-office days) Reporting to... ...This role goes beyond reporting to proactively influence business strategy, pricing decisions, customer profitability, and investment...Work at officeLocal areaHome officeVisa sponsorshipFlexible hours
$100k - $190.5k
...provides deep specialization and discipline as trusted advisors, unlocks data to enable business partners to advance our global market strategy, and drives business solutions through actionable analytics and insights.Consider an actuarial opportunity on CNA's Healthcare...Full timeWork experience placementWork at office- ...impact on investment system access risk management while growing your expertise in financial markets and risk practices. The Senior Analyst serves as a primary point of contact for investment access onboarding, access support, and vendor coordination, helping ensure that...Full timeWork experience placement
$134.5k - $190.5k
...provides deep specialization and discipline as trusted advisors, unlocks data to enable business partners to advance our global market strategy, and drives business solutions through actionable analytics and insights.CNA Insurance is seeking a Senior Actuarial Consultant to...Full timeWork experience placement$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- ...team is seeking a Sovereign Analyst to join our active fixed income... ...collaborate closely with EM portfolio managers, traders, and... ...central banks, multilateral institutions, and sell‑side research providers... ...rates or interest‑rate strategy.Strong quantitative modeling...Full timeTemporary workLocal area
- ...service and to optimize claim results. Travelers' Financial Institutions Team provides management liability coverage for diversified classes... ...reserve adjustments, coverage issues, and claim and recovery strategies.Retain, monitor, and manage outside counsel actively...Full timeWork experience placementWork at officeLocal area
- Join Vanguard's Investment Data Operations team and become the trusted source behind the investment data that fuels critical business and investment decisions. In this role, you'll investigate complex data challenges, uncover root causes, strengthen operational processes...Full timeTemporary workWork experience placement
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