Banking and Financial Services Jobs in Spring House, PA

Job Description

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• Preparation of various general ledger journal entries.
  
  

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• Prepare monthly reconciliations for accounts receivable.
  
  
• Prepare monthly or quarterly reconciliations for various other balance sheet accounts.
  
  
• Completion of cash collection schedules for all business written.
  
  
• Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts.
  
  
• Assist in the calculation and reporting of liability treaty reinsurance amounts.
  
  
• Process Concur payments for various Reinsurers.
  
  
• Prepare Ad-hoc reports in excel as needed.
  
  
• Prepare other reconciliations as assigned.
  
  
• Providing additional support with special projects or Audit requests.
  
  
• Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.
  
  

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• Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required.
  
  
• Minimum of one year experience in accounting/finance or related field.
  
  
• Strong verbal and written communication skills.
  
  
• Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness.
  
  
• Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously.
  
  
• Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).
  
  

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.

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.

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.

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.

About Canada Life Reinsurance

Canada Life Reinsurance (CLRe) is a division of Great-West Lifeco Inc. (Lifeco) and a leading provider of client focused reinsurance solutions in the United States, Europe and, more recently, Asia. CLRe offers a range of innovative risk and capital management solutions covering mortality, longevity, health, lapse and investment risk for insurers, reinsurers, and pension funds. CLRe is continuing to expand the reinsurance solutions it offers to new and existing clients in many global markets.

CLRe has offices in Philadelphia, Toronto, Dublin, Bermuda and Barbados. We are comprised of approximately 400 reinsurance professionals, including 110 actuaries and trainee actuaries, generating C$900M earnings per year.

At CLRe we offer a flexible, open and friendly environment where high performance and hard work are recognized and rewarded. We have created an environment where diversity of thought and perspective is embraced and where everyone can bring their full selves to work and feel valued, respected and supported to reach their full potential.

Lifeco and its companies have approximately $2.8 trillion in consolidated assets under administration.

Role Overview

We are seeking a talented and commercially minded senior reinsurance lawyer with 4 – 8 years’ post-qualification experience to join our growing Legal team.

This is a full-time permanent position based in the U.S. While our preference for the position is that the candidate will be based in our Blue Bell, Pennsylvania office on a hybrid working basis (three office days per week), we will consider a more flexible working arrangement for the right candidate.

The role will lead legal support for our US business and offers the opportunity to work on high‑value and sophisticated reinsurance transactions, projects, as well as supporting our US business on other legal matters with the support of external counsel, where necessary.

Experience in the negotiation and drafting of reinsurance treaties is essential.

Responsibilities

• Draft, review, and negotiate a wide range of reinsurance treaties and related contracts, including bespoke agreements to support innovative and industry leading products and solutions.
• Lead and support the negotiation of a wide variety of reinsurance transactions across the US Structured Life, Health and P&C sectors, including quota share, surplus share, excess of loss, CAT, stop‑loss, longevity, mass lapse, financing reinsurance, asset intensive as well as other bespoke structures and retrocession arrangements.
• Provide strategic legal advice on transactional, regulatory, and commercial issues.
• Work with business development teams to design new structures and treaty documents based on term sheets and prepare transaction documents that accurately bind business intentions.
• Work closely with internal stakeholders across Legal, Compliance, Actuarial, Business Development, Underwriting, and Executive teams.
• Provide clear, pragmatic legal advice on regulatory and governance matters.
• Assist with due diligence queries, transaction management, and post‑completion activities.
• Support ongoing legal risk management, policy updates, and corporate governance requirements.
• Oversee and support US compliance matters managed by the US Compliance team.

Education:

• JD from an accredited US law school with admittance to at least one US State bar.

Experience:

• A minimum of 4 years’ reinsurance experience gained in a reputable law firm and/or in‑house legal department.
• Experience in P&C, Health and Structured Life reinsurance transactions.

Skills

• Demonstrated capability in negotiating and drafting transaction agreements and other complex commercial contracts.
• Excellent technical legal skills and the ability to communicate complex concepts clearly.
• Strong organizational and project‑management skills, with the ability to manage multiple workstreams.
• A collaborative working style and confidence in engaging with senior stakeholders.

Knowledge

• Strong understanding of reinsurance, insurance and general corporate and commercial principles.
• Attention to detail and a thorough and analytical mindset.
• Proactive and solution focused approach to problem‑solving.
• Commitment to continuous learning and industry awareness.

What We Offer

A comprehensive benefits package including competitive salaries and bonuses.

A flexible hybrid working model for most of our positions promoting a balanced approach to work.

The opportunity to work on sophisticated, high value and market‑leading reinsurance transactions and to be part of a global company with a strong, internationally recognized brand.

A supportive and collaborative working atmosphere with an emphasis on professional development where staff are supported to flourish and reach their full potential.

Career growth in an expanding business and the opportunity for international travel.

Application Process

Interested candidates are invited to submit a résumé outlining their qualifications and experience and send to

Closing date for applications is Friday 27 March.

Founded in 1988, Hirtle Callaghan has been serving families and nonprofit organizations as their trusted investment office for over 35 years.

Our mission is to strengthen the families and institutions who positively impact the world by protecting and growing their investment assets. Our clients inspire us with their trust, and we know if we do our jobs well, it will mean more scholarships, more programs, more innovation, and more progress.

Hirtle Callaghan pioneered the model of the outsourced Chief Investment Officer (OCIO.) Our structure replicates that of the world’s most successful institutions, which have their own internal investment offices led by a highly qualified Chief Investment Officer. We deliver the same powerful advantages to families and nonprofits who choose to outsource rather than hire and manage investment staff in-house.

As an OCIO, we take an approach that is highly personalized, building customized investment portfolios to meet our clients’ unique goals. In choosing us as an investment partner, our clients gain access to a fully resourced investment office with sophisticated investment capability, purchasing power, access to skilled managers and full transparency.

The Corporate & Private Asset Fund Accountant will join the Finance team and support both the operating company and Hirtle Callaghan’s private asset funds. This role spans corporate accounting, revenue operations, fund accounting oversight, and financial reporting, working closely with the rest of the team to ensure continuity, accuracy, and cross-functional coverage across finance operations.

The ideal candidate brings approximately 4+ years of relevant experience in corporate and/or fund accounting within alternative investments. This position reports to the CFO and works closely with the Director of Fund Administration.

Key Responsibilities

• Execute the full monthly revenue cycle for the operating company.
• Prepare monthly financial statements and reporting packages for the CFO and Management Committee.
• Lead month-end close activities, including journal entries, reconciliations, and variance analysis.
• Coordinate and support annual financial statement audits for both the operating company and private asset funds.
• Partner with third-party tax advisors on quarterly and annual tax reporting and filings for the operating company, private funds, and investors.
• Assist in preparing corporate and fund-level expense and cash flow forecasts.
• Support oversight of third-party fund administrator activities, including:
• Review of investor capital calls and distributions
• Validation of partner allocations
• Monitoring fund expenses
• Review of quarterly portfolio valuations
• Review and summarize private fund transactions, partnering with internal stakeholders and external service providers to ensure accurate and timely accounting packages and reporting.
• Document and enhance internal controls, processes, and accounting procedures.
• Identify opportunities to improve efficiency and automation across finance and fund operations.

Competencies for success:

• Bachelor’s degree in Accounting, Finance, or related field.
• Strong knowledge of GAAP and financial reporting.
• Effective written and verbal communication skills.
• Strong analytical skills with exceptional attention to detail.
• Intellectual curiosity and a desire to build and improve processes.
• Demonstrates initiative and ownership while collaborating effectively within a team environment.
• Flexibility in adapting to changing priorities and deadlines.
• CPA certification or progress toward CPA preferred.
• Familiarity with portfolio management systems (e.g., Burgiss Private I, Advent Black Diamond) preferred.
• Experience with Sage Intacct preferred.
• Proficiency in Excel; advanced modeling skills strongly preferred.
• Experience with Python, VBA, or automation tools is a plus.

At Hirtle, Callaghan & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.

No agencies please.

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.