20 investment analytics analyst jobs at 12 companies in Bear, DE

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Analyst, Investment Data Analytics
Charlotte or Greensboro or Radnor
$80k-$145k/yr HybridFull Time
Lincoln Financial
Lincoln FinancialNew York Stock Exchange: LNC: Provides life insurance, annuities, and retirement planning services.
2+ YOEBachelor's in quantitative/technical/finance or equivalent experience; 2+ years in data analytics/data operations; strong SQL and Python skills; data reconciliation, reporting, and stakeholder communication experience.
SQL, Python
2w
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Junior Investment Data Analyst
Malvern, Pennsylvania, United States
HybridFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOEUndergraduate degree preferred, minimum 3 years relevant financial/investments experience, strong analytical and problem-solving skills, experience with SQL and Python, familiarity with GitHub and Claude preferred.
SQL, Python, GitHub, Claude
2w
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Junior Investment Data Analyst
Malvern, Pennsylvania, United States
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
3+ YOEUndergraduate degree preferred in accounting, finance, economics, or related field; 3+ years relevant financial and investment industry experience; strong analytical, research, problem-solving, and time-management skills.
SQL, Python, GitHub, Claude
2w
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Senior Investment Data Analyst
West Chester, Pennsylvania, United States
HybridFull Time
Venerable
Venerable: Manages and optimizes legacy variable annuity business blocks.
5+ YOE5+ years in financial services with investment data management, SQL and Excel proficiency, experience with data pipelines, reconciliation, reporting, and product support; degree in finance/CS/data-related field.
SQL, Microsoft Excel, Amazon Web Services (AWS), Power BI, Python, R, BlackRock Aladdin, FactSet, Clearwater
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Investment Strategy Associate
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 and minimum 3 years analyst experience (or equivalent combination), CFA preferred, knowledge of capital markets, strong research and analytical skills.
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Analyst, Fund Investment & Managed Solutions
Conshohocken, Pennsylvania, United States
OnsiteFull Time
Hamilton Lane
Hamilton LaneNASDAQ: HLNE: Provides private market investment management and advisory services.
Recent college graduate program candidate: 3.0+ GPA, strong analytical major, English fluency, US work authorization, interest in private equity/credit, internships or leadership preferred.
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Research Analyst
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Seaport Global
Seaport Global: Provides investment banking, trading, and institutional research services.
2+ YOEBachelor's in finance-related field, 2+ years relevant finance/investment experience, strong analytical and financial modeling skills, Bloomberg and Microsoft Office proficiency, excellent communication.
Bloomberg, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
5d
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Portfolio Analyst
Berwyn, Pennsylvania, United States
$64k-$106k/yr OnsiteFull Time
WSFS Bank
WSFS BankNASDAQ: WSFS: Provides regional banking, wealth management, and cash logistics services.
Bachelor's degree preferred; Series 65 required or attainable within three months. Requires investment knowledge, strong analytical skills, advanced Microsoft Excel, and Microsoft Word and Outlook proficiency.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Orion Eclipse
5d
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Portfolio Analyst
Berwyn, Pennsylvania, United States
OnsiteFull Time
WSFS Financial
WSFS FinancialNASDAQ: WSFS: Regional banking, wealth management, and trust services provider.
Bachelor's degree preferred; Series 65 required or obtainable within three months. Requires investment knowledge, strong analytical skills, advanced Excel, Word and Outlook proficiency, and collaborative communication.
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Private Credit Analyst
Philadelphia, Pennsylvania, United States
OnsiteFull Time
Transamerica
TransamericaNYSE: AEG: Provides insurance, retirement solutions, and investment products to customers.
1+ YOEBachelor's in a quantitative discipline, 1-2 years relevant fixed income or institutional investment experience, proficient in Microsoft Excel, Bloomberg, BlackRock Aladdin, and Clearwater Analytics; strong analytical and communication skills.
Microsoft Excel, Bloomberg, BQL, BlackRock Aladdin, Clearwater Analytics
3w
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Senior Specialist, IWM Portfolio Analyst
Philadelphia, Pennsylvania, United States
$71k-$110k/yr OnsiteFull Time
BNY
BNYNYSE: BK: Global institution managing and servicing financial assets worldwide.
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.
2w
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Senior Manager Research Analyst
Wilmington, Delaware, United States
HybridFull Time
Great Gray
Great Gray: Provides trustee and administrative services for collective investment trusts.
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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Addepar Analyst - Family Office Client Services & Reporting
New York or Philadelphia or Boston
$65k-$90k/yr HybridFull Time
Brown Brothers Harriman
Brown Brothers Harriman: Providing global investment management, custody, and private banking services.
3+ YOEBS/BA and 3+ years relevant experience; Addepar expertise required; advanced Excel and PowerPoint; knowledge of performance, financial reporting and private investments; strong communication and analytical skills.
Addepar, Microsoft Excel, Microsoft PowerPoint, First Rate, Sungard AddVantage
3w
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Financial Analysis Senior Associate - Card Acquisitions Investments
Wilmington, Delaware, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
4+ YOEBachelor's in Finance/Economics,4+ years finance/analytics experience,financial modeling and forecasting,proficiency in SAS/SQL,Excel,Strong communication and organizational skills.
SAS, SQL, Alteryx, Tableau, Microsoft Excel, Microsoft PowerPoint