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12 Days AgoSaved
In-Office
Berwyn, PA, USA
Senior level
Senior level
Fintech • Financial Services
Investigate and resolve cash and securities reconciliation discrepancies for retail separately managed accounts. Perform daily and periodic reconciliations, validate trade allocations and bookings, coordinate with trading and operational stakeholders, document and escalate unresolved breaks, and support process improvements and automation to reduce exceptions.
12 Days AgoSaved
In-Office
Berwyn, PA, USA
Entry level
Entry level
Fintech • Financial Services
Process new account openings and maintenance requests according to service-level agreements. Manage workflow queues to ensure accounts are traded within client and sponsor guidelines. Perform quality-control checks for accuracy before trading, and coordinate with custodians, banks, and brokers to resolve issues efficiently. The role requires strong organization, analytical and problem-solving abilities, attention to detail, communication skills, and proficiency with Microsoft Office and proprietary systems.
Top Skills: MS Office
12 Days AgoSaved
In-Office
2 Locations
74K-140K Annually
Senior level
74K-140K Annually
Senior level
Fintech • Financial Services
Develops fixed-income product narratives, talking points, and client materials for intermediary sales channels. Serves as the primary resource for product questions, competitor analysis, fund positioning, portfolio updates, launches, and thought leadership. Partners with portfolio managers, sales, marketing, compliance, legal, and product teams across mutual funds, ETFs, and SMAs.
Top Skills: Financial Analysis ToolsInvestment Management Software
12 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Financial Services
Lead client portfolio management for an asset management firm, communicating investment products, philosophy, processes, and value proposition to investors and sales teams. Build relationships with existing and prospective clients, support new business development, create marketing materials and investment reports, contribute to product development across mutual funds, ETFs, CITs, and SMAs, and provide competitive market intelligence. The role requires strong investment expertise, analytical ability, communication skills, and collaboration across portfolio management, research, and distribution teams.
Top Skills: Ai-Enabled Tools
12 Days AgoSaved
Hybrid
Pittsburgh, PA, USA
Entry level
Entry level
Fintech • Financial Services
Provides routine and non-routine client service, transactional, and account processing support within loan enablement operations. Coordinates with internal teams to resolve issues, processes transactions based on scheduled events or authenticated client instructions, researches complex situations, and escalates issues when necessary. The role favors candidates with syndicated loan, loan servicing, ClearPar, LSTA, brokerage processing, or financial services operations experience, along with strong communication, organization, and Microsoft Office skills.
Top Skills: ClearparMS Office
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12 Days AgoSaved
Hybrid
Pittsburgh, PA, USA
Junior
Junior
Fintech • Financial Services
Provides routine and non-routine client service, transactional, and loan-processing support within Loans Enablement Operations. Processes account transactions based on scheduled events and authenticated client instructions, coordinates with internal teams to resolve issues, researches exceptions, adapts responses, and escalates complex matters. The role requires attention to detail, communication skills, workload prioritization, and familiarity with syndicated loans, loan servicing, ClearPar, LSTA practices, brokerage processing, and Microsoft Office.
Top Skills: ClearparMS Office
12 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Financial Services
Administer and support mission-critical Oracle database environments, including RAC, ASM, Data Guard, Exadata, GoldenGate, and cloud replication. Lead upgrades, migrations, patching, disaster recovery, performance tuning, automation, and incident response across 24x7 production systems. Collaborate with infrastructure and engineering teams, mentor junior DBAs, and provide technical leadership for resilient database operations.
Top Skills: AddmAshAsmAwrData GuardGoldengate Microservices ArchitectureAzureMultitenant Cdb/PdbOracle Cloud InfrastructureOracle Database 19COracle Enterprise ManagerOracle ExadataOracle GoldengateOracle RacPl/SqlRmanShell ScriptingSnowflakeSQLSql Monitor
15 Days AgoSaved
In-Office
New York, NY, USA
Senior level
Senior level
Fintech • Financial Services
Advises executive leaders on workforce strategy, organizational design, talent decisions, and people programs. Uses workforce analytics and data storytelling to guide planning and solve organizational challenges. Leads transformation, change management, operating model evolution, cultural initiatives, and employee experience improvements while partnering with People, Finance, Legal, and other enterprise teams.
Top Skills: ExcelSQLTableauVisier
15 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Financial Services
Perform fund and client accounting for moderately complex funds, including net asset value calculations, performance measurement, expense allocations, reporting, reconciliations, and process improvements. Review junior team members’ work, provide guidance, and escalate unusual transactions to senior staff.
15 Days AgoSaved
In-Office
2 Locations
Senior level
Senior level
Fintech • Financial Services
Leads the vision, strategy, roadmap, discovery, and delivery of learning and skills products. Develops AI-enabled employee experiences, uses research and data to prioritize solutions, and drives collaboration across HR, Technology, Data, and business teams. The role supports employee development, internal mobility, and workforce capability while influencing senior stakeholders and leading complex initiatives in a matrixed organization.
Top Skills: Artificial IntelligenceData AnalyticsDesign Thinking
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