35 Investment Finance Jobs in Philadelphia, PA, United States

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• Role Description: We are seeking a highly motivated, articulate, collaborative and team-oriented Client Portfolio Manager to be part of our…
• We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigat…

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• Collaborate with Investment Advisor on decision making process, marrying firm’s best thinking with client needs.
• Works with Investment Advisor to understand objectives, constraints, and tax budget of portfolio and proactively communicates with Investme…

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• Role Description: An excellent opportunity has arisen to join the Core Equity team as a Portfolio Manager/Senior Equity Analyst covering…
• Extensive experience in analyzing companies within the Healthcare sector.

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• Experience supporting trading operations, investment compliance, and counterparty relationships .
• Reporting to the Director of Operations, the Investment Operations Associate will support the management of both the portfolio and Investme…

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• Overview As the Senior Associate, Investment Management you will be capable of running small to medium-sized projects and they begin…
• The goal for this role is to continue to learn and apply basic Investment Management + Operations principles.

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• The role offers significant exposure to senior investment professionals, management teams, intermediaries, and portfolio company leaders, w…
• Communicate effectively with senior investment professionals, business development colleagues, value creation team members, management team…

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• About the Role: We are seeking a highly analytical and intellectually curious Portfolio Construction Analyst to advance our fixed income…
• Experience working with portfolio analytics, attribution, and risk systems.

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• The Real Estate Analyst will support the Acquisitions and Underwriting teams in reviewing, modeling, and analyzing tax credit financed real…
• The Real Estate Analyst will work with senior staff to facilitate early-stage due diligence on project underwriting, sponsor, and market…

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• Participates in data-driven investment initiatives.
• Requisition #: 76481 The Role at a Glance The Junior Associate Program on the Lincoln Financial Investments team is a…

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• Serves as trusted advisor to clients by continually assessing changing business and strategies, as well as providing expertise, tools and…
• Job Description Supervises a team of administrators who are responsible for providing accounting, administration and investor servicing to…

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• Key Responsibilities Lead ETF market research and analysis to identify trends, growth opportunities, and competitive insights that inform p…
• Proven track record building relationships with financial advisors and institutional clients.

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• Drawing on deep collaboration with Actuarial, Finance, Risk, and Product areas, you will turn macro views and liability insights into…
• Oversee ALM policy, integrating interest‑rate, credit, liquidity, and liability‑driven metrics across IFRS/GAAP/Statutory/Bermuda views.

Role highlights

• Fund and Investment Analysis Skills: Strong analytical and quantitative capabilities with experience evaluating investment products, fund p…
• Requisition #: 76399 The Role at a Glance The Analyst on the Funds Strategy Team is a key contributor supporting…

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• In addition to supporting the investor relations program, this role contributes to corporate strategy initiatives through market analysis,…
• Support strategic integrated communications, including preparing and organizing the earnings prep materials, press releases, and Investor R…

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• Strong analytical skills with the ability to interpret investment data and portfolio reporting.
• Prepare trades, monitor clearing compliance notifications, and support investment reporting and analytics for assigned investment teams.

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• Previous experience with Aladdin Knowledge of the Investment Management/Asset Management industry is a plus; knowledge of the ETF space is…
• We are seeking a talented Business Analyst to join our dynamic and growing ETF team during an exciting period of…

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• Data, analysis, and portfolio support Maintain accurate information on client portfolios, activities, and pipeline in internal systems and…
• In this role, you will work closely with client solutions and relationship managers to deliver high-quality reporting, presentations, analy…

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• With underwriting binding authority, the Senior Portfolio Underwriter independently makes crucial underwriting decisions that directly infl…
• In collaboration with Product Managers and the Underwriting Lead, the Senior Portfolio Underwriter utilizes creative data analysis methods,…

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• This role serves as the technical lead for alternative investment reporting, overseeing the validation, reconciliation, and maintenance of…
• Team Leadership & Process Improvement Serve as the team's technical resource for complex alternative investment reporting and reconciliatio…

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• Preferred Skills Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investme…
• Maintains expert level knowledge of complex investment and asset management strategies.

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• The Senior Real Estate Analyst plays a vital role in supporting Berkadia’s Affordable Tax Credit Solutions by providing analytical expertis…
• Mentor and guide Real Estate Analysts on deal-related tasks, including cash flow analysis and cost report reviews.

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• The Risk Management Department plays a key role in the firm’s ongoing efforts to mitigate market, operational and regulatory risk.
• The Department currently concentrates its efforts on Securities Lending oversight, Operations and Control Testing and Third-Party Vendor Ri…

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• Wealth Analysts play a key role in providing exceptional service that requires good communication, collaboration, strong execution and foll…
• Overview: Wealth Analysts are members of wealth management teams that advise high-net worth clients in all areas of their financial…

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• Skills and experience that will lead to success Bachelor’s degree required; advanced degree or credentialed (e.g., CPA, CFA, JD, MBA,…
• What the day will look like The primary function of this position is to apply technical and analytical consulting skills…