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2 asset allocation analyst jobs at 2 companies in Pennsylvania

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Investment Analyst
Conshohocken, Pennsylvania, United States
OnsiteFull Time
Pitcairn
Pitcairn: Privately held shared single-family office providing investment advisory and family-office services to multigenerational wealthy families.
2+ YOEBachelor's degree in business, finance, economics, or a related quantitative field; 2–4 years in investment or investment-adjacent work; advanced Excel and familiarity with asset allocation or portfolio construction.
Microsoft Excel, Microsoft PowerPoint, Morningstar, PitchBook, Venn, Tamarac, Backstop Solutions, CENTRL, SQL, Python
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Investment Research Analyst-HYBRID
Pittsburgh, Pennsylvania, United States
HybridFull Time
Allegheny Financial Group
Allegheny Financial Group: Privately owned Pittsburgh investment advisory firm providing financial planning and investment management to households, businesses, and nonprofits.
3+ YOEBachelor's degree and 3–5 years of investment research, manager research, consulting, asset allocation, portfolio analytics, or related experience. Advanced Microsoft Office 365 and Excel proficiency required.
Microsoft Office 365, Microsoft Excel, Power Query, VBA, Power BI
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