Last updated: 2025-11-13

35 Investment Finance jobs in Philadelphia.

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Lincoln Financial

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secu…

AVP, M&A Strategy & Financial Modeling

Radnor

  • Skills: M&A, financial modeling, strategic decision-making, corporate development, financial analysis, due diligence, valuation, economic trends, life insurance, annuities
  • Level: senior
  • Type: full_time

WTW

Senior Credit Researcher and Allocator

Philadelphia

  • Skills: credit, fixed income, portfolio management, asset allocation, due diligence, investment strategies, financial analysis, risk management, hedge funds, client relations
  • Level: senior
  • Type: full_time

Citizens

At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country.

Corporate Banking PM II

Philadelphia

  • Skills: credit underwriting, portfolio management, financial modeling, risk evaluation, client support, complex credits, regulatory compliance, financial statement analysis, cash flow modeling, strategic goals
  • Level: mid
  • Type: full_time

BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being.

Analyst, Reconciliations / Investigations

Wilmington

  • Skills: Reconciliation, Accounting, Cash balances, Portfolio performance, Operational improvements, Client service, Data maintenance, Investment management, Equity securities, Fixed income
  • Level: entry
  • Type: full_time

Citizens

Financial Advisor

Newark

  • Skills: Financial Planning, Client Relations, Investment Strategies, Risk Management, Portfolio Management, Market Analysis, Account Management, Financial Products, Customer Service, Sales Techniques
  • Level: entry
  • Type: full_time

Kroll

Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technolo…

Analyst, Valuation Services

Philadelphia

  • Skills: valuation, financial modeling, discounted cash flow, market approach, equity securities, debt securities, intellectual property, business unit impairment, financial analysis, client interaction
  • Level: intern
  • Type: internship

Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care…

Reinsurance Actuary

Philadelphia

  • Skills: Actuary, Reinsurance, Stochastic modeling, P&C Insurance, Data analysis, Programming, Dynamic financial analysis, Client relationships, Analytical skills, Risk management
  • Level: mid
  • Type: full_time

Citizens

Citizens is a bank that supports and strengthens communities and offers a wide range of banking services.

Private Client Financial Advisor

Philadelphia

  • Skills: financial advisory, client relationship, wealth management, customer service, financial planning, investment strategies, portfolio management, risk assessment, market analysis, regulatory compliance
  • Level: entry
  • Type: full_time

EisnerAmper

EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combin…

Relationship Manager

Philadelphia

  • Skills: wealth management, financial planning, client service, project management, CRM systems, high-net-worth individuals, financial advisory, team collaboration, analytical skills, communication skills
  • Level: mid
  • Type: full_time

Lockton

Lockton is the largest privately held independent insurance brokerage in the world, dedicated to serving clients, taking care of its people, and giving back to…

Actuarial Intern

Philadelphia

  • Skills: actuarial analysis, reinsurance, client relations, stochastic modeling, programming languages, dynamic financial analysis, problem-solving, collaboration, communication skills, adaptability
  • Level: entry
  • Type: internship

Lincoln Financial

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secu…

Senior Investment Content Strategist

Radnor

  • Skills: investment, content strategy, financial professionals, visual storytelling, market trends, data visualization, communication skills, collaboration, investment education, complex topics
  • Level: senior
  • Type: full_time

City of Philadelphia

A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to build a career. From our thriving arts scene and rich history t…

Debt Analyst

Philadelphia

  • Skills: debt management, financial analysis, municipal finance, bond issuance, interest rates, credit ratings, financial projections, Excel proficiency, presentation skills, compliance
  • Level: entry
  • Type: full_time

Lincoln Financial

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secu…

National Account Manager - Investment Research Coverage

Radnor

  • Skills: investment strategy, alternative investments, business development, relationship management, sales revenue, market share, product adoption, financial security, strategic opportunities, stakeholder engagement
  • Level: mid
  • Type: full_time

Berkadia

Berkadia is a commercial real estate company specializing in various financial services, including underwriting, mortgage banking, and tax credit syndication.

Rotational Analyst

Philadelphia

  • Skills: Affordable Housing, Underwriting, Mortgage Banking, Tax Credit Syndication, Financial Modeling, Market Research, Loan Packages, Due Diligence, Client-facing, Mentorship
  • Level: entry
  • Type: full_time

Oracle Corporation

Automobile and Property Underwriter

Philadelphia

  • Skills: underwriting, automobile, property, risk assessment, claims, insurance, analysis, compliance, financial modeling, portfolio management
  • Level: mid
  • Type: full_time

CSC

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide.

Senior Investor Services Specialist

Wilmington

  • Skills: Investor Services, Excel, AML, KYC, Client Interaction, Data Management, Private Equity, Real Estate, Problem Solving, Communication
  • Level: mid
  • Type: full_time

Customized Energy Solutions

Customized Energy Solutions (CES) is a privately held company and a nationally recognized leader in energy market consulting and technology. Our Congestion Man…

Analyst

Philadelphia

  • Skills: congestion management, financial analysis, portfolio optimization, data analytics, PJM markets, SQL Server, LMPs, FTRs, ISO market applications, regulatory compliance
  • Level: mid
  • Type: full_time

Bernstein Private Wealth Management

Bernstein Private Wealth Management advises high-net-worth clients on planning for—and living with—the complexities that come with wealth. We specialize in add…

Private Wealth Summer Intern

Philadelphia

  • Skills: client service, portfolio analysis, high-net-worth, financial services, analytical skills, communication skills, wealth planning, SIE certification, networking, team collaboration
  • Level: entry
  • Type: internship

BlackRock

At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are sa…

Analyst, Investment Risk Management

Philadelphia

  • Skills: risk management, quantitative analysis, financial modeling, communication, Python, stress testing, attribution, investment management, FRM, CFA
  • Level: entry
  • Type: full_time

American Water Works Company Inc

Principal Treasury Capital Markets Analyst

Camden

  • Skills: treasury management, capital structure, financing strategies, credit metric analysis, debt issuance, cash forecasting, financial reporting, regulatory compliance, investment valuation, utilities industry
  • Level: senior
  • Type: full_time