Last updated: 2025-05-04

16 Investment Finance jobs in Philadelphia.

Hiring now: Dir Alternatives Ops Chan @ Blackrock, Sr Treasury Analyst Capit @ American W, Financial Advisor @ Horace Man, Data Center Portfolio Mgr @ Citizens, Associate Corporate Portf @ Portage Po, Acquisition Agent @ New Wester, Commercial Real Estate Sa @ Marcus Mil, Spec Client Investment St @ Lincoln Fi.Explore more at jobswithgpt.com.

🔥 Skills

regulatory compliance (4) portfolio management (3) financial reporting (3) data analysis (3) fund accounting (2) collaboration (2) communication skills (2) treasury management (2) capital structure (2) debt issuance (2)

📍 Locations

Philadelphia (6) Radnor (4) Wilmington (3) Camden (2) Cherry Hill (1)
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Blackrock

Director, Alternatives Operations Change & Transformation Management Lead Wilmington
Skills & Focus: private markets, operating model, technology implementation, consulting, portfolio management, fund accounting, risk areas, process re-engineering, collaboration, thought leadership
About the Company: BlackRock is the world's largest asset manager with over USD $10 trillion in assets, dedicated to empowering investors and improving financial well-being.
Experience: 15+ years of experience in consulting, portfolio management, operations, fund accounting, or related areas with a focus on private funds and private markets investments.
Salary: USD$143,000.00 - USD$225,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, support for working parents, Flexible Time Off…
Vice President, Investment Accounting (Derivatives) Wilmington
Skills & Focus: Investment Accounting, Derivatives, financial reporting, regulatory compliance, client retention, process improvement, operational enhancement, training, audit support, cross-functional projects
About the Company: BlackRock is a global investment manager and fiduciary to our clients, striving to help everyone experience financial well-being.
Experience: Minimum 6 years of proven experience in investments/markets and understanding of Derivative products and investment accounting
Salary: USD$117,500.00 - USD$173,500.00
Benefits: Comprehensive healthcare, support for working parents, Flexible Time Off (FTO), strong retirement plan, and tuition rei…
Vice President, Regulatory Reporting & Compliance Wilmington
Skills & Focus: regulatory compliance, portfolio management, project management, analysis, stakeholder engagement, risk mitigation, data analysis, communication skills, investment management, strategic initiatives
About the Company: BlackRock is a global investment manager and fiduciary to our clients, committed to helping everyone experience financial well-being.
Salary: USD$108,000.00 - USD$153,000.00
Benefits: Annual discretionary bonus, comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off …

American Water Works Company Inc

Senior Treasury Analyst, Capital Markets Camden
Skills & Focus: treasury management, capital structure, corporate financing, debt issuance, financial reporting, budget process, regulatory compliance, financial analysis, data management, equity financing
About the Company: American Water (NYSE: AWK) is the largest regulated water and wastewater utility company in the United States. With a history dating back to 1886, it provides …
Experience: 4 - 9 years proven experience in a finance or treasury related position required
Benefits: competitive salary and health benefits package, opportunities to develop, grow, and evolve your career
Senior Treasury Analyst, Capital Markets Camden
Skills & Focus: treasury management, capital structure, financial analyses, regulatory documentation, debt issuance, budget process, financial reporting, equity infusions, cash management, data request
About the Company: American Water is the largest regulated water and wastewater utility company in the United States, providing safe, clean, reliable, and affordable drinking wat…
Experience: 4 - 9 years proven experience in a finance or treasury related position required.
Benefits: Competitive salary and health benefits package, opportunities to develop, grow, and evolve your career.

Horace Mann Financial Advisor

Financial Advisor Cherry Hill
Skills & Focus: financial plans, investment recommendations, client portfolios, annual reviews, life insurance, annuities, financial goals, business owners, client relationship management, securities licenses
About the Company: BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (RIA), has been dedicated to its clients for over 50 yea…
Experience: At least 3 years related experience in the Financial Advisor role
Type: Hybrid
Benefits: Health Benefits, Company matched 401(k), Internal support staff, Hands-on training and development program

Citizens

Data Center Portfolio Manager II Philadelphia
Skills & Focus: credit underwriting, portfolio management, financial analysis, risk evaluation, regulatory compliance, customer support, Data Center, Digital Infrastructure, credit policy, client management
About the Company: At Citizens, we work together to make a difference for companies that are building, supplying, and serving industries and consumers across the country.
Experience: 10+ years of commercial credit experience primarily in Commercial Real Estate
Type: Full-time
Benefits: competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, fle…

Portage Point Partners

Associate, Corporate / Portfolio Valuations Philadelphia
Skills & Focus: valuation analysis, financial models, DCF, market multiple, market transaction, option pricing, client interviews, business development, team-based culture, communication skills
About the Company: Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market.
Experience: Minimum two years experience constructing and reviewing valuation models and other financial models including: DCF, comparable company, commodity contracts / forecasts and other intangible asset models
Salary: $110,000 - $210,000
Type: Full-time
Vice President, Investment Banking // Industrials Mergers & Acquisitions (M&A) Philadelphia
Skills & Focus: Investment Banking, Mergers and Acquisitions, Financial Modeling, Corporate Finance, Valuation Methodologies, Business Development, Client Relationships, Team Collaboration, High-Pressure Environments, Financial Advisory Services
About the Company: Portage Point Partners (Portage Point) is a business advisory, interim management and investment banking firm intensely focused on the middle market. Our blue …
Experience: Seven plus years of experience working for a top-tier investment bank at the Associate or Vice President level is preferred.
Salary: $400,000 - $600,000 a year
Type: Full-time

New Western

Acquisition Agent Philadelphia
Skills & Focus: Acquisition Agent, residential real estate, ARV, BRRRR, Wholesaling, investment opportunities, competitive market, interest rates, real estate investments, motivated professional
About the Company: New Western is an award-winning team specializing in residential real estate investments.
Experience: 2+ years in residential real estate

Citizens

Private Client Financial Advisor - Greater Philadelphia Philadelphia
Skills & Focus: Financial Advisor, Wealth Management, Client Services, Private Client, Investment Strategies, Financial Planning, Portfolio Management, Risk Management, Client Relationship, Advisory Services
About the Company: Citizens is a leading financial institution committed to providing a diverse and inclusive workforce. They offer various banking services and focus on communit…
Type: Full Time
Benefits: Citizens offers comprehensive benefits, resources, and programming to support the well-being of their employees.

Marcus & Millichap

Commercial Real Estate Sales Associate Philadelphia
Skills & Focus: real estate, investment sales, financing, sales transactions, property marketing, broker specialization, investment research, information sharing, qualified investors, state-of-the-art technology
About the Company: 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…
Experience: Sales or commercial real estate background
Type: Full-time
Benefits: Work Family environment that values loyalty, diversity and professionalism; work hard, play hard mentality; work-life b…

Lincoln Financial

Specialist, Client Investment Strategies Radnor
Skills & Focus: investments, financial services, customer experience, capital markets, Microsoft Excel, investment solutions, data analysis, relationship management, financial professionals, investment content
About the Company: 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…
Experience: 1-3 years of experience in investments or financial services
Salary: $53,500 - $96,300
Type: Hybrid
Benefits: Clearly defined career tracks and job levels, PTO/parental leave, competitive 401K and employee benefits, free financia…
Specialist, Client Investment Strategies Radnor
Skills & Focus: investment strategies, customer experience, stakeholders, capital markets, data analysis, relationship management, Microsoft Excel, investment solutions, process improvements, investment content
About the Company: Lincoln Financial helps people to confidently plan for their version of a successful future by providing products such as annuities, life insurance, group prot…
Experience: 1-3 years of experience in investments or financial services
Salary: $53,500 - $96,300
Type: Hybrid/Common Days
Benefits: Competitive 401K and employee benefits, Free financial counseling, health coaching and employee assistance program, Tui…
Analyst, Funds Management Radnor
Skills & Focus: Analyst, Funds Management, performance reporting, investment operations, fund accounting, data validation, Excel, compliance, audits, collaboration
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence, offering solutions across four core businesses – annuities, life insurance, g…
Experience: 3+ years in performance reporting, investment operations, or fund accounting
Salary: $69,000 - $124,600
Type: Hybrid
Benefits: PTO/parental leave, competitive 401K, free financial counseling, health coaching, tuition assistance program, effective…