104 cfa jobs at 65 companies in Pennsylvania

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Wealth Senior Client Portfolio Manager
Radnor, Pennsylvania, United States
$107k-$178k/yr HybridFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
3+ YOEBachelor's degree or equivalent experience; minimum 3 years investment experience; knowledge of trading procedures and investment platforms; strong decision-making and communication skills; CFA or progress toward CFA preferred; Microsoft Office proficiency.
Microsoft Office
3mo
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Investment Manager - Product Research Associate III - PNC Wealth Management
Pittsburgh, Pennsylvania, United States
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOE3-5 years in investment research or related role; FINRA licenses; bachelor’s degree; CFA/ CFP preferred.
Morningstar Direct, Microsoft Excel, PowerPoint
2mo
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Forensic Accounting Senior Associate (Construction)
New York or Philadelphia or Chicago or San Francisco or Phoenix
HybridFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
2+ YOEBachelor's degree; 2+ years in real estate/construction advisory; CPA/CFE/CMA/CFA/CIA/PMP preferred.
Microsoft Excel, Microsoft Office, Data analysis tools
2mo
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Senior Director, Investment Systems & Strategy
Conshohocken, Pennsylvania, United States
$145k-$160k/yr HybridFull Time
National Philanthropic Trust
National Philanthropic Trust: Public charity managing donor-advised funds and charitable grantmaking.
8+ YOE8+ years institutional investments; CFA or candidate; CAIA a plus; Bachelor's degree; investment-systems leadership; strong analytics and communication.
Aladdin, SimCorp, Clearwater, Charles River
2mo
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Operations Finance Analyst
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Rhoads Industries
Rhoads Industries: Independent, family-owned manufacturer providing industrial fabrication, maintenance and maritime services.
7+ YOEBachelor’s in finance/Accounting; 7–10 years in financial analysis with an operations focus; ERP proficiency; CFA/CPA/CMA preferred.
Excel, ERP Systems (Dynamics, SAP, Oracle, Hyperion)
2mo
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Strategic Finance Analyst
Allentown, Pennsylvania, United States
OnsiteFull Time
PPL Corporation
PPL CorporationNYSE: PPL: Provides electricity transmission, distribution, and utility services.
2+ YOEBachelor's degree in accounting/finance or related field; 2+ years finance experience; CPA/CFA and advanced Excel skills preferred.
Excel, Financial Modeling, DCF, Data Analysis
3mo
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Multi-Asset Investment Product Strategist
Malvern, Pennsylvania, United States
HybridFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
5+ YOE5+ years in product strategy or investment analysis; multi-asset experience preferred. BA required; graduate degree and CFA preferred.
2w
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Assistant or Associate Clinical Professor
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Drexel University
Drexel University: Provides undergraduate and graduate education and conducts academic research.
Master's in Finance or related (AACSB) required; teaching experience required. PhD preferred; CFA/CFP desirable. Upload CV and cover letter.
2mo
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Financial Manager - Operational Finance
New York or Philadelphia or Orlando or Chicago or Houston or Los Angeles or Seattle
$120k-$220k/yr HybridFull Time
Turner Construction
Turner Construction: Manages and constructs large-scale commercial and infrastructure projects.
10+ YOE5+ Mgmt10+ years in project/construction finance; CPA/CFA/CMA or MBA preferred; GAAP knowledge; SAP; advanced Excel; strong leadership.
SAP, Microsoft Excel
2mo
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Key Private Bank Senior Relationship Manager
Pittsburgh, Pennsylvania, United States
$116k-$216k/yr HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
7+ YOE7+ years sales and business development; FINRA licenses; BS or equivalent; CFP/CIMA/CPA/CFA preferred; strong client advisory skills
CRM, Microsoft Excel
3mo
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Manager, Transfer Pricing
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Global Tax Management
Global Tax Management: Provider of corporate tax services and tax automation solutions.
4+ YOE1+ MgmtExperience in transfer pricing consulting; strong leadership; client relationship management; OECD BEPS knowledge; financial modeling; CPA/CFA or equivalent desirable.
Excel, S&P Capital IQ, Moody's Analytics TP Catalyst, Data analytics platforms
2mo
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Financial Manager - Operational Finance (TRAVEL REQUIRED)
New York or Philadelphia or Orlando or Chicago or Houston or Los Angeles or Seattle
$140k-$220k/yr HybridFull Time
Turner Construction
Turner Construction: Provides construction management and general contracting for large-scale buildings.
10+ YOE3+ Mgmt10+ years in project/construction finance; CPA/CMA/CFA or MBA preferred; SAP/GAAP knowledge; strong leadership; travel 90-100%.
SAP, Microsoft Excel
3mo
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Business Audit - Associate (Philadelphia, PA, US, 19106)
Philadelphia, Pennsylvania, United States
$110k-$120k/yr OnsiteFull Time
Nomura
NomuraTokyo Stock Exchange: 8604: Global financial services group providing investment banking and brokerage.
5+ YOEMinimum 5 years in Audit within asset management; knowledge of asset management processes; CIA/CPA/CFA in progress or completed; Bachelor's degree.
3mo
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Director - Relationship Manager, Project Finance and Infrastructure
Cleveland or New York City or Chicago or Atlanta or Houston or Birmingham or Detroit or Pittsburgh or Tupelo or Denver or Columbus or Cincinnati or Farmers Branch
$102k-$217k/yr RemoteFull Time
Huntington
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
10+ YOELead origination, structuring and execution of project finance and infrastructure transactions; 10+ years in project finance; strong financial modeling; CFA/MBA preferred.
Financial modeling, Excel, PowerPoint, Credit analysis
2mo
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Senior Accountant
King of Prussia, Pennsylvania, United States
OnsiteFull Time
Franklin Biolabs
Franklin Biolabs: Provides contract research services for the genetic medicines industry.
5+ YOEBachelor’s degree in Accounting; 5+ years GL accounting; life sciences/CRO experience preferred; NetSuite or similar ERP experience; CPA or CFA preferred.
NetSuite, Financial technology platforms
3d
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Advice Methodology Analyst, Senior Specialist
Charlotte or Scottsdale or Malvern
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
8+ YOERequires 8+ years of related experience, with an undergraduate degree or equivalent training and experience. Investment and analytics experience preferred; graduate degree, CFP, or CFA preferred.
3mo
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Portfolio Advisor 2 - Erie, PA
Erie or Hermitage
OnsiteFull Time
F.N.B. Corporation
F.N.B. CorporationNYSE: FNB: Provides commercial and consumer banking, wealth management, and insurance services.
3+ YOEManages high-net-worth portfolios for individuals and institutions; requires BA/BS and 3 years' experience; CFA preferred; Series 65 within 60 days.
MS Word, MS Excel, MS PowerPoint, Portfolio management software
2d
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Senior Director, Financial Planning & Analysis
Malvern or United States
HybridFull Time
Uniquity Bio
Uniquity Bio: Develops novel therapeutics for immune-mediated diseases.
10+ YOEBachelor’s degree in finance, accounting, economics, or related field; 10+ years of FP&A or corporate finance experience; biotech or pharmaceutical experience; advanced financial modeling skills.
Adaptive, Planful, Pigment, CFA, CPA
1mo
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VP of Treasury
Radnor, Pennsylvania, United States
OnsiteFull Time
Main Line Health
Main Line Health: Integrated non-profit health system serving the Philadelphia suburbs.
10+ YOE10+ years in corporate treasury, investment management, or financial risk management; Bachelor's degree required; MBA/CFA/CPA preferred; strong communication and strategic finance skills.
1mo
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Investment Specialist - RIA Channel
Wayne, Pennsylvania, United States
$120k-$150k/yr HybridFull Time
The Hartford
The HartfordNYSE: HIG: Provides property and casualty insurance and financial products.
5+ YOERequires 5+ years in asset or wealth management or institutional consulting, strong capital markets and portfolio construction knowledge, and advanced presentation skills. CFA designation or progress preferred.
FactSet, YCharts, Morningstar Direct, Salesforce