Banking and Financial Services Jobs in Bensalem Pennsylvania
3 positions found
NRS offers customized solutions to asset managers and asset owners. We provide institutional transfer agency services, master trust and plan accounting, and fund-of-fund solutions. Founded in 1999, and a wholly owned subsidiary of Community Financial System, Inc. (NYSE:CBU),NRS administers over $1.4 trillion (USD) in assets to over 500 clients.
Founded in 2008, GTC is a Maine-based non-depository trust bank specializing in collective investment trusts (CITs), institutional trust services, and customized solutions for asset owners and managers. As a wholly owned subsidiary of Northeast Retirement Services LLC (NRS) and Community Financial System, Inc.(CFSI), GTC benefits from NRS's expertise in trust product administration, transfer agency, and fund-of-funds solutions.GTC's core focus is delivering ERISA and non-ERISA trust solutions exclusively for institutional clients, avoiding distractions like retail or private wealth management. Our expertise spans trustee services, asset management, transfer agency, and complex fund structures. GTC offers turnkey, client-branded products with advanced technology, customization, and strong distribution support. Our consultative approach, combined with deep operational expertise and flexibility, positions GTC as a trusted partner for sophisticated asset managers and asset owners globally across diverse asset classes.
Responsibilities
GTC is looking for a VP, Investment Analyst, who will primarily support the firm's trust solutions functions. This role focuses on monitoring the firm's investment research and manager oversight efforts by monitoring global markets and risks, evaluating and tracking external investment managers, conducting multi-asset analysis, maintaining robust internal documentation and databases, and producing high-quality research tools, reports, and presentations. The Investment Analyst works closely with the CIO, Director of Research, and senior management to ensure alignment with the firm's fiduciary responsibilities and oversight role as trustee. This position demands an understanding of global capital markets, manager research processes, and multi-asset, multi-manager portfolio construction.
Job Functions
- Stay abreast of global market trends, regulatory developments, and emerging risks to adapt research priorities as needed.
- Help evaluate and manage ongoing relationships with outside investment management firms.
- Conduct regular monitoring and reporting on approved/core investment managers.
- Maintain internal databases on outside investment management firms to facilitate the flow of information across the firm.
- Ensure proper documentation on approved/core managers.
- Participate in the collection, analysis, and interpretation of complex data on a variety of investment classes, including equities, fixed income, alternatives, and real assets.
- Help drive the development of proprietary research tools, frameworks, and models for evaluating investments and asset allocations.
- Produce research notes, commentaries, and presentations with a focus on accuracy, clarity, and timeliness.
- Embrace a culture of continuous improvement and innovation within the research team.
- Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
Qualifications
Requirements
- Solid academic and working knowledge of the financial/investment industry; working toward CFA designation preferred.
- 3+ years of experience in investment research.
- Understanding of global capital markets, investment vehicles, and manager research processes
- Strong analytical skills with experience in quantitative and qualitative research methodologies.
- Solid written and verbal communication skills.
- Strong time management, organizational, and interpersonal skills, with the ability to work effectively both independently and as part of a team.
- All applicants must be 18 years of age or older.
Other Job Information
Hours: 40hours/week
Compensation:Base salarycommensurate with experience.In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
Physical Requirements:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.
The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.
Minimum
USD $92,000.00/Yr.
Maximum
USD $160,592.00/Yr.
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
Are you passionate about working with an underserved and rewarding population? Looking for a clinical role without the administrative burden, and one that offers real work-life balance? If so, read on and apply today!
Senior Care Therapy is seeking full-time or part-time Licensed Professional Counselors to join our mission of providing in-person psychotherapy services to the geriatric population. We currently serve over 300 Skilled Nursing Facilities including sub-acute, long-term care, and assisted livings throughout NJ, NY, PA, and MD.
As a clinician owned and operated company, SCT takes pride in providing supportive counseling through patient-centered psychology services that has a meaningful impact on residents' mood, functioning, and overall quality of life. By working collaboratively with facility staff, SCT aims to improve outcomes for both residents and the care teams that support them. We are committed to providing the highest level of psychological services and to being at the forefront of ever-changing regulations, needs, and trends.
At SCT, we handle all the administrative responsibilities -- including billing, insurance, credentialing, and pre certifications --- so you can do what you do best: providing exceptional clinical care!
What We Provide:
- Customizable Part-time or Full-Time opportunities available, tailored to align with your personal and professional goals.
- 32-hour and 40-hour equivalent work week opportunities
- Salary ranges from $56,000-$83,000 with Uncapped FFS Bonus Opportunity!
- Part Time: Fee for Service Opportunities
- Rewarding experiences working with the senior population
- Flexible Daytime Hours with Autonomy
- No Admin Tasks! No cancellations! No no-shows!
- EHR Your Way! Efficient, user friendly, clinician designed EMR.
- SCT University
- CEU Reimbursement Program
- Psychologist led training on day one with ongoing support.
- Clinical Team Support: peer-to-peer learning.
- Cutting-edge Resources & Mentorship: We champion your growth with abundant resources, mentorship, and career advice to set you up for unparalleled success
- Medical, Dental, Vision, Life Insurance, Short-Term Disability, Long-Term Disability, Ancillary Benefits (Full-Time)
- 401(k) plan with up to 3% company match offered Day 1! (PT and FT)
- Malpractice Insurance Provided
- PTO & Holiday (Full-Time)
Key Responsibilities:
- Conduct individual and group psychotherapy sessions for patients in a subacute or skilled nursing facility.
- Assess, diagnose, and treat a wide range of emotional and behavioral health conditions, including depression, anxiety, adjustment disorders, and cognitive decline.
- Develop and implement evidence-based treatment plans tailored to the needs of each patient.
- Collaborate with facility staff, interdisciplinary teams, and family members to support patient care.
- Maintain accurate and timely clinical documentation in accordance with regulatory standards using our clinician-designed electronic medical/health system (EHR).
- Monitor patient progress and adjust treatment plans as needed.
Requirements:
- Active and unrestricted license to practice as a Licensed Professional Counselor in State applying for.
- Effective oral and written communication in English
- Basic proficiency with technology, including electronic health records (EHR).
- Strong organizational and documentation skills, with attention to regulatory compliance.
- Ability to provide in-person services at assigned facilities, up to 45 minutes.
- Ability to walk, stand, and move between patient rooms and offices within the facility throughout the day.
- Full Vaccination and Booster Status may be required in some facilities.
Preferred Qualifications:
- Previous clinical experience in a subacute, long-term care, or geriatric healthcare setting.
- History of treating Anxiety, Depression and Adjustment Disorders.
- Psych or Addictions experience is a plus.
- Excellent time management and organizational skills.
SCT welcomes individuals with a variety of licensure types to join our exceptional team. We encourage you to reach out directly to learn more about current openings! Currently Hiring for Clinical Psychologist, LCSW, LPC, LMHC, and LMFT located in NJ, NY, PA, or MD.
Compensation details: 56 Yearly Salary
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