4 investments jobs found in Bethlehem, PA

The Broker Dealer Operations Specialist plays a central role in delivering world‑class customer and transaction servicing for alternative investment products. The role supports end‑to‑end operations from onboarding through transactions, reconciliation, and servicing requests. You are A consummate professional with excellent verbal and written communication skills Self-motivated and goal-oriented Patient, empathetic, diligent, and able to work independently in a team environment You will Serve as the SME and primary contact for Alternative Investments operational inquiries and daily processing. Develop an in‑depth understanding of iCapital platform interfaces and order entry within NetX360 to enable seamless fund launches, recurring client activities, and overall book health. Execute operations deliverables on recurring platforms; manage daily workflows and queues to meet service levels with a client‑first approach. Assist in systems testing and...

Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a resolute motivated individual to join our team as a Fraud & Investigations Advisor. This role is responsible for investigating potential cases of fraud across a wide array of business units and insurance products. The investigator will provide advice and counsel to business partners and assist with the completion of proactive risk assessments, including supporting the implementation of any necessary action plans or anti-fraud controls.  The Investigator will be expected to work in the office at least three days each week and to develop an understanding of anti-money laundering (AML) policies and procedures.  You will Conduct investigations from start to finish, including situations involving confidential complex and time-sensitive issues.  Perform investigations with due regard to the company's...

The Strategic Analyst, Disability Insurance & Executive Benefits, supports strategy execution and initiative governance by translating strategic direction into clear plans, prioritized initiatives, and leadership‑ready insights. This role partners cross‑functionally with Product, Finance, Legal, Distribution, Marketing, and Technology to coordinate planning activities, track progress, and ensure alignment between enterprise strategy, DI and Multi‑Life priorities, and funded initiatives. The analyst maintains strategy roadmaps and initiative portfolios, prepares executive materials and dashboards, documents decisions and trade‑offs, and monitors risks, dependencies, and performance metrics to enable informed leadership decisions and disciplined execution. You are A structured, detail‑oriented business analyst who helps leaders turn strategy into action. You are comfortable working across multiple teams, pulling together data, assumptions, and inputs to support planning,...

Guardian is seeking a highly skilled professional with outstanding verbal and written communication abilities who demonstrates self-motivation and a clear goal-oriented mindset. You excel in dynamic, fast-paced environments and consistently uphold best-in-class customer service standards. Your patience, empathy, attention to detail, and ability to work both independently and as part of a team further distinguish your professional capabilities. You have   0-2 years of experience in broker-dealer operations or a related field Bachelor’s degree or equivalent combination of education and relevant work experience Knowledge of retail and retirement brokerage/advisory accounts, including required minimum distributions and federal and state tax requirements Awareness of operating in a regulated environment and the importance to adhere to policies, procedures, and supervisory controls A positive, service-oriented mindset...