Last updated: 2025-08-11
8 Investment Finance jobs in Philadelphia.
Marcus & Millichap
Marcus & Millichap is the industry’s largest firm specializing in real estate investment sales and financing, as well as a leading source of research and advis…
Philadelphia
- Skills: real estate, investment sales, financing, sales transactions, property marketing, broker specialization, investment research, information sharing, qualified investors, state-of-the-art technology
- Level: mid
- Type: full_time
Citizens
Citizens is dedicated to building a diverse, high-performing culture where everyone feels valued and supported.
Jackson
- Skills: financial planning, wealth management, investment strategies, client relationships, financial analysis, risk assessment, market trends, compliance regulations, customer service, business development
- Level: mid
- Type: full_time
Berkadia
Berkadia’s investment sales platform offers the highest-quality deal marketing resources, technology that marries local expertise with capital markets knowledg…
Philadelphia
- Skills: financial analysis, quantitative analysis, real estate metrics, investment sales activity, market intelligence, financial modeling, Excel, data visualization, CRE Research tools, demographics
- Level: mid
- 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…
Radnor
- Skills: investment accounting, securities research, financial security, compliance, reconciliation, project management, GAAP, SOX, data analysis, communication skills
- Level: mid
- Type: full_time
Berkadia
Berkadia is a company committed to a culture that strives for excellence, where contributions are valued, and employees are empowered to create a positive impa…
Philadelphia
- Skills: underwriting, commercial real estate, Fannie Mae, credit judgment, transaction structuring, project management, Microsoft Office, financial analysis, compliance, risk assessment
- Level: mid
- Type: full_time
BlackRock
BlackRock is the world's largest asset manager, focused on empowering investors to achieve financial well-being and supporting a wide range of global economic …
Wilmington
- Skills: GAAP, NAV Oversight, fund accounting, financial reporting, product management, auditors, regulatory filings, analytical skills, performance metrics, investment management
- Level: mid
- Type: full_time
Fidelity Investments
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…
Wilmington
- Skills: financial planning, relationship building, investment strategies, client engagement, Fidelity Investments, FINRA licensure, retirement planning, wealth management, customer experience, financial advisory
- 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…
Radnor
- Skills: actuarial development program, annuity pricing, capital market analytics, risk management, modeling solutions, investment options, hedging strategies, data analytics, actuarial software, financial instruments
- Level: mid
- Type: full_time
Citi
At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Wilmington
- Skills: credit risk management, risk assessment, financial performance, Statistical Analysis System, risk mitigation strategies, credit policy, analysis opportunity, financial services, organizational skills, data analyses
- 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…
Philadelphia
- Skills: investment management, client service, financial planning, portfolio analytics, wealth management, analytical skills, communication skills, multi-tasking, team collaboration, sales training
- Level: mid
- Type: full_time
Transamerica
Transamerica is an international holding company that offers insurance, retirement, and investment solutions to help people achieve financial freedom and live …
Philadelphia
- Skills: Variable Annuities, Registered Index Linked Annuities, Valuation, Hedging, Modeling, Assumptions, Handing Model Changes, Economic Assumptions, Behavior Analysis, Cross Functional Collaboration
- Level: mid
- 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…
Radnor
- Skills: Asset Liability Management, ALM, actuarial modeling, financial security, life insurance, anities, liquidity risk, risk management, strategic asset allocation, data analysis
- Level: mid
- Type: full_time
TIAA
For more than 100 years, TIAA has delivered secure retirement solutions for millions of people. Originally founded to help educators retire with dignity, TIAA …
Radnor
- Skills: financial solutions, relationship management, investment planning, affluent clients, retirement planning, financial goals, analytical skills, communication skills, accountability, entrepreneurial mindset
- Level: mid
- Type: full_time
BlackRock
Global investment manager and fiduciary committed to helping everyone experience financial well-being.
Wilmington
- Skills: investment accounting, financial reporting, regulatory requirements, exception management, client-facing, process improvement, monthly accounting close, data reconciliation, report preparation, insurance products
- Level: mid
- Type: full_time
TIAA
For more than 100 years, TIAA has delivered secured retirement solutions for millions of people.
Philadelphia
- Skills: Wealth Management, Affluent Clients, Financial Solutions, Investment Planning, Relationship Management, Financial Goals, Client Needs, Portfolio Management, Financial Objectives, Financial Analysis
- Level: senior
- Type: full_time
BlackRock
BlackRock is the world's largest asset manager, entrusted with over USD $9 trillion of assets. The firm empowers investors to save for retirement, pay for coll…
Wilmington
- Skills: fund accounting, NAV Oversight, GAAP, regulatory compliance, SEC, NFA, management fee, audited financials, alternative investments, financial reporting
- Level: mid
- Type: full_time
Customized Energy Solutions
Customized Energy Solutions (CES), a privately-held company, is a leading service provider of market intelligence and operational support services to companies…
Philadelphia
- Skills: congestion management, financial analysis, portfolio optimization, electricity markets, ISO market structures, regulatory compliance, data analytics, team leadership, tariff analysis, market forecasting
- Level: senior
- Type: full_time
Transamerica
Transamerica is part of an international holding company that provides insurance, retirement, and investment solutions, with a focus on helping people create f…
Philadelphia
- Skills: risk management, portfolio management, investment analysis, ALM, data visualization, risk analytics, financial modeling, quantitative analysis, leadership, communication
- Level: senior
- Type: full_time