38 allocation jobs at 26 companies in Phoenixville, PA
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Head of Advised Asset Allocation
Malvern or Scottsdale or Charlotte
HybridFull Time
Vanguard: Global investment management and financial services provider.
10+ YOERequires 10+ years in wealth management, investment strategy, portfolio construction, asset allocation, or multi-asset investing; expertise in personalized portfolios, risk management, and investment team leadership.
Vanguard: Provides mutual funds, ETFs, and investment management services.
10+ YOE10+ years research experience in multi-asset investing, asset allocation, or macro strategy; PhD or graduate degree preferred; deep expertise across global asset classes; proven public speaking and publication record; track record influencing senior investment decision-makers.
Urban OutfittersNASDAQ: URBN: Multi-brand retail operator of lifestyle apparel and home goods.
5+ YOE1+ Mgmt5–7 years in retail allocation or inventory planning with 1–2 years managing a team; strong financial and analytical skills; excellent communication, collaboration, and problem-solving in fast-paced retail.
Urban OutfittersNASDAQ: URBN: Retailer of apparel, home goods, and lifestyle products.
5+ YOE1+ Mgmt5–7 years retail allocation or inventory planning experience, 1–2 years managing a team, strong financial and analytical skills, results-oriented, strong communicator.
TransamericaNYSE: AEG: Provides insurance, retirement solutions, and investment products to customers.
10+ YOE10+ years insurance investing experience with SAA leadership; bachelor’s in finance/economics/actuarial or related; deep knowledge of life insurance liabilities, capital frameworks, fixed income, structured products, private credit; strong modeling and communication skills.
Urban OutfittersNASDAQ: URBN: Global retailer selling apparel, home decor, and lifestyle products.
3+ YOE3+ years allocation/planning experience, strong retail math and statistical analysis skills, excellent communication, organization, and problem-solving; ability to model data and train others.
Boscov's: Operates a regional chain of full-service family department stores.
Bachelor's degree or equivalent experience; prior retail allocation or retail experience; proficiency in Microsoft Office, Hyperion, Arthur Planning, and JDA; strong communication, time management, and teamwork skills.
SodexoEuronext Paris: SW: Global provider of integrated food and facilities management services.
2+ YOERequires 2+ years of related work experience and the ability to assist with training, direct staff, and allocate resources in a cleaning services environment.
Oldcastle BuildingEnvelope: Manufacturer and distributor of architectural glass and glazing systems.
5+ YOE5+ Mgmt5+ years manufacturing management experience, knowledge of TPS/5S and root cause analysis, and production planning/resource allocation skills.
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
5+ YOE5 years of experience in comprehensive financial planning; CFP or ChFC preferred; strong communication and analytical skills; knowledge of retirement planning and asset allocation.
EMR: Recycles scrap metal and vehicles into sustainable raw materials.
Experience in metals industry with inventory allocation, commercial planning, and advanced Excel; bachelor's degree in related field; strong analytical, communication, and ERP/reporting skills.
Microsoft Excel, Pivot Tables, XLOOKUP, ERP systems, business reporting tools
EMR: Transforms scrap metal into sustainable raw materials for manufacturing.
Experience in the metals industry, inventory allocation and commercial planning; bachelor's degree; advanced Microsoft Excel skills; ERP experience; strong analytical and communication skills.
Microsoft Excel, ERP systems, Pivot Tables, XLOOKUP
Cleveland or Akron or Baltimore or Pittsburgh or Chicago or New York or Westchester County or Deer Park or Youngstown or Troy or Philadelphia or Denver or Detroit or Buffalo or Milwaukee
$65k-$110k/yrHybridFull Time
Cohen & Company: A professional services firm providing fund accounting and client-focused accounting solutions.
Fund accounting experience, NAV and capital allocation knowledge, bachelor\u0002s in accounting, proficiency with Microsoft Excel, experience with U.S. GAAP and client reporting; CPA preferred.
Grant Coordinator A/B (Department of Translational Medicine and Human Genetics)
Philadelphia, Pennsylvania, United States
$50k-$66k/yrHybridFull Time
University of Pennsylvania: Provides Ivy League higher education and conducts advanced scientific research.
2+ YOEAdminister federal, industry, and foundation grants including budget development, proposal submission, award and subcontract setup, financial reporting, payroll allocations, and compliance for research projects.
Microsoft Office, Microsoft Excel, Penn eRA, Ben Financials
Quaker HoughtonNYSE: KWR: Developer and manufacturer of industrial process fluids and lubricants.
Coordinates insurance renewals and claims, reviews loss data and invoices, prepares reports and premium allocations, supports contracts and treasury activities, and works with internal and external stakeholders.
Wohlsen Construction: Provides construction management, general contracting, and design-build services.
Experienced construction leader to manage client relationships, ensure project safety, schedule, quality and profitability, provide preconstruction technical expertise, allocate resources, and mentor project teams.
BAE SystemsLondon Stock Exchange: BA: Designs and manufactures advanced defense and aerospace systems.
6+ YOEOversee PMO with focus on budget planning, allocation tracking, forecasting, variance analysis, earned value management, Excel and Power BI proficiency, and ability to obtain Secret clearance.