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74 cfa jobs at 48 companies in Philadelphia, PA

3mo
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Multi-Asset Investment Product Strategist
Malvern, Pennsylvania, United States
HybridFull Time
Vanguard
Vanguard: Global investment management firm owned by its client funds.
5+ YOE5+ years in product strategy or investment analysis; multi-asset experience preferred. BA required; graduate degree and CFA preferred.
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3mo
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Strategic Finance Analyst
Allentown, Pennsylvania, United States
OnsiteFull Time
PPL Corporation
PPL CorporationNYSE: PPL: Energy utility holding providing electricity and natural gas.
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
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3mo
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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: International construction services and general builder.
10+ YOE5+ Mgmt10+ years in project/construction finance; CPA/CFA/CMA or MBA preferred; GAAP knowledge; SAP; advanced Excel; strong leadership.
SAP, Microsoft Excel
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3mo
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Wealth Management Solutions, Portfolio Management Analyst/Associate
New York or Newark
OnsiteFull Time
J.P. Morgan Private Bank
J.P. Morgan Private BankNYSE: JPM: J.P. Morgan Private Bank is a private banking and wealth-management business serving high-net-worth clients.
3+ YOEBachelor's in finance-related field; 3-7 years in financial services; CFA progress preferred but not required; strong portfolio management knowledge.
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6d
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Fixed Income Investment Risk Analyst
Malvern, Pennsylvania, United States
HybridFull Time
Vanguard
Vanguard: Global investment management firm owned by its client funds.
3+ YOEThree or more years of related experience, an undergraduate degree or equivalent training and experience, and quantitative investment risk knowledge. CFA or FRM progress preferred.
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3mo
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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: International construction services and general builder.
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
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3mo
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Manager, Transfer Pricing
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Global Tax Management
Global Tax Management: Employee-owned U.S. corporate tax services firm serving mid-sized and multinational companies with compliance, accounting, automation, and consulting.
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
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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 headquartered in Japan.
5+ YOEMinimum 5 years in Audit within asset management; knowledge of asset management processes; CIA/CPA/CFA in progress or completed; Bachelor's degree.
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1mo
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Senior Manager Research Analyst
Wilmington, Delaware, United States
HybridFull Time
Great Gray
Great Gray: Private U.S. financial-services firm providing trustee and administrative services for collective investment trusts and retirement plans.
7+ YOEBachelor's degree,7+ years investment experience,broad asset-class knowledge,strong analytical and communication skills,proficiency with Microsoft Office,CFA preferred.
Microsoft Office
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3mo
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Senior Accountant
King of Prussia, Pennsylvania, United States
OnsiteFull Time
Franklin Biolabs
Franklin Biolabs: Private preclinical CRO providing genetic-medicine, cell-and-gene-therapy, and biologics research services to biotech, pharma, and academic partners.
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
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2mo
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Investment Specialist - RIA Channel
Wayne, Pennsylvania, United States
$120k-$150k/yr HybridFull Time
Hartford Funds
Hartford Funds: U.S. asset manager providing mutual funds, ETFs, and 529 college savings plans to financial professionals and investors.
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
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1mo
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Senior Specialist, IWM Portfolio Analyst
Philadelphia, Pennsylvania, United States
$71k-$110k/yr OnsiteFull Time
BNY Wealth
BNY WealthNYSE: BNY: A global financial services platform at the heart of the world's capital markets.
3+ YOEBachelor's degree required; MBA and/or CFA preferred. Minimum 3 years finance/investment experience. Strong analytical skills and ability to support portfolio managers with reporting and analytics.
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3mo
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Senior Director of Investments (Camden, NJ, US)
Camden, New Jersey, United States
$200k-$250k/yr OnsiteFull Time
Holtec Decommissioning International
Holtec Decommissioning International: Nuclear energy technology, engineering, and decommissioning services provider.
10+ YOE10+ years direct investment experience; family office/institutional background preferred; strong manager research; CFA or equivalent; undergraduate degree required; advanced degree preferred.
Microsoft Excel, Financial modeling, Investment research software
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2w
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Senior Director, Financial Planning & Analysis
Malvern or United States
HybridFull Time
Uniquity Bio
Uniquity Bio: Clinical-stage biotechnology developing medicines for patients with 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
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4d
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Senior Portfolio Manager
Radnor, Pennsylvania, United States
$200k-$250k/yr OnsiteFull Time
Fiduciary Trust International
Fiduciary Trust International: Fiduciary wealth manager serving high-net-worth individuals, families, and nonprofits with investment, planning, trust, estate, and family-office services.
10+ YOEBachelor's degree, 10+ years of finance experience, and 5+ years of portfolio management and investment research experience required; CFA, CFP, MBA, strong communication, and analytical skills preferred.
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1mo
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Portfolio Management Analyst, Structured Credit and Real Estate
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Transamerica
Transamerica: Insurance, retirement, and investment solutions provider.
1+ YOEBachelor's in a quantitative discipline,1-2 years relevant fixed income/investment experience,proficiency in Microsoft Excel and Bloomberg,strong analytical and communication skills; CFA or FRM preferred.
Microsoft Excel, Bloomberg, BlackRock Aladdin, Clearwater Analytics, Aladdin, Intex, Trepp
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5d
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Analyst, Real Estate Securities Equity Resear
Conshohocken, Pennsylvania, United States
OnsiteFull Time
CenterSquare Investment Management
CenterSquare Investment Management: Employee-owned real asset manager serving institutional and private investors through listed and private real estate strategies.
0+ YOEBachelor's degree in finance, economics, accounting, or related field required; 0–5 years of analytical or investment management experience; Excel and financial modeling skills required. CFA preferred.
Microsoft Excel
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1mo
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Vice President, Financial Reporting
Yardley, Pennsylvania, United States
OnsiteFull Time
Valuation Research Corporation
Valuation Research Corporation: Independent valuation firm serving corporate, financial, and private- clients with valuation and advisory services.
5+ YOE5-7 years valuation experience, Bachelor's/Master's in Finance/Accounting/Economics, CFA/ASA a plus, advanced Excel and Microsoft Office skills, strong communication and analytical ability.
Microsoft Office, Microsoft Excel
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3mo
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Treasury Solutions Consultant - Commercial
Philadelphia or Mt. Laurel
$110k-$180k/yr OnsiteFull Time
Truist
TruistNYSE: TFC: US-based banking and financial services institution.
5+ YOEBachelor's degree; 5 years sales of financial/treasury products; deep Working Capital knowledge; certified treasury professional (CTP) within 12 months; preferred CFA designation.
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2mo
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Surgical Technician - Certified First Assist
Allentown, Pennsylvania, United States
OnsiteFull Time
Lehigh Valley Hospital – Cedar Crest
Lehigh Valley Hospital – Cedar Crest: Nonprofit tertiary-care teaching hospital providing specialized acute care, trauma services, pediatric care and regional referrals in eastern Pennsylvania.
4+ YOETechnical school surgical tech diploma, minimum 4 years OR experience, BLS required, CST and CFA required upon hire, ability to maintain sterile field and perform technical OR skills.
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