Banking and Financial Services Jobs in Warminster Pennsylvania

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.

LHH Recruitment Solutions is seeking an Accountant/ Financial Analyst. This role is ideal for a finance professional with a strong foundation in accounting, public accounting experience (audit & assurance), and ideally, exposure to the manufacturing industry. The position will be 80% focused on financial analysis and business partnering with operational leaders across business segments, and 20% on accounting responsibilities

Key Responsibilities:

• Partner with business segment operations to provide financial insights, support strategic decision-making, and drive performance improvements.
• Develop and maintain financial models, forecasts, and dashboards to support business planning and analysis.
• Analyze key financial and operational metrics, identifying trends, risks, and opportunities.
• Prepare monthly and quarterly financial reports and variance analyses.
• Support budgeting and forecasting processes across departments.

Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field; CPA or MBA a plus.
• Minimum of 5 years of relevant experience in financial analysis, with a strong accounting foundation.
• Public accounting experience in audit and assurance preferred
• Manufacturing industry experience strongly preferred.
• Advanced Excel skills; experience with ERP systems and financial reporting tools a plus.
• Strong analytical, problem-solving, and communication skills.
• Ability to work independently and collaboratively in a fast-paced, hybrid environment.

Compensation:

$90,000-$95,000

• Benefit offerings for full-time employment include medical, dental, vision, term life, short-term and long-term disability, additional voluntary benefits, commuter benefits, wellness plans, and a 401k plan
• PTO is offered on an accrual basis
• Paid Sick Leave where applicable by State law
• Annual discretionary bonus based on company and individual performance

If you are interested in this position or any other Accounting and Finance career opportunities, please apply and contact Kellie Sclafani at .

Equal Opportunity Employer/Veterans/Disabled

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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.