44 Results for

Investment Jobs in Florence, NJ

Jobs

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Edison, NJToday

$100,000–$140,000 Per Year

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Pennington, NJ30+ days ago

Knowledge of asset/investment management services and supporting operations within a wealth management business including portfolio management, portfolio construction, trading, and wealth advisory services. CFA, Certificate in Investment Performance Measurement, Certified Trust and Financial Advisor, CIA, or other investment related certification or licensing, MBA or CPA.

Horsham, PA30+ days ago

Sharp Financials’ Investment Banking practice serves growing middle-market and lower middle-market companies, guiding them through M&A transactions as a seller or buyer, developing liquidity strategies, and sourcing and structuring debt or equity financing. Sharp Financial creates value for our clients through our pioneering integrated financial management platform, combining business strategy, accounting, tax, wealth management, investment banking, and family office services.

Philadelphia, Pennsylvania30+ days ago

HHM Hotels is consistently among the fastest growing and most stable management, investment, and development firms in our sector that provides turn-key management solutions throughout a robust hotel portfolio spanning North America. We are continuously seeking talented individuals at the Analyst, Associate, and Director levels to join our investment team of acquisitions and asset management professionals.

PA30+ days ago

Position Overview The Investment Specialist will be responsible for evaluating investment portfolios as part of regulatory oversight projects (financial examinations, analysis, and special projects), assessing practices and strategies of insurance entities, identifying specific investment related issues, and recommending solutions to address findings. Support investment team in other aspects of a risk-focused financial exam, including: Develop interview questions and lead/assist in leading investments interviews of senior and executive management at companies; assess governance functions over investment areas.

Philadelphia, PA30+ days ago

Preferred experience/skills: • Extensive experience with alternative investment structures, including master-feeder, parallel funds, blocker entities, and complex multi-vehicle arrangements • Alternative investment operations experience • Alternative funds audit experience • Alternative investment fund taxation, including understanding of tax treatment, federal and state fund filings. In this role, the Manager will provide leadership and oversight across alternative investment product initiatives, partnering closely with the Multi-Asset Research and Solutions Group, Operations, Risk, Compliance, Technology, and external managers to ensure alternative investment products are efficiently delivered, accurately supported across systems, and governed by strong controls.

Fort Washington, PA30+ days ago

Lincoln Investment recognized as one of Philadelphia''s Top Workplaces each of the last fifteen years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets.

Philadelphia, PA30+ days ago

You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Primary responsibilities include • Serve as liaison between clients, financial advisor(s), and internal departments • Complete new client onboarding and service requests for existing clients • Schedule/confirm client appointments • Submit cases into workflow and follow through to funding • Manage CRM and pipeline entry • Sustain expertise on operational processes and systems.

Marlton, NJ30+ days ago

You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. • Serve as liaison between clients, financial advisor(s), and internal departments • Complete new client onboarding and service requests for existing clients • Schedule/confirm client appointments • Submit cases into workflow and follow through to funding • Manage CRM and pipeline entry • Sustain expertise on operational processes and systems.

Philadelphia, PA30+ days ago

$45–$55 Per Hour

Job Description Summary: Job Description: What you would do: • Supports the legal team in all aspects of investment fund management, including regulatory compliance, fund formation, initial drafting, and ongoing fund operations. Actual initial hourly rate may be above or below the above-identified range and will be based on the relevant skills, training, experience, and other job-related factors, including the location where the position is filled, in all cases consistent with applicable law.

Princeton, NJ30+ days ago

Looking for a Sr PM with Investment Banking background experience and exposure to Trading / Reconciliation domain good to have

Doylestown, PA30+ days ago

If you provide content to customers through CloudFront you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documentation. CloudFront Generated by cloudfront CloudFrontRequest ID 0PVeVSBImsrW3i4YWnkrYyR4NxVgH0d5lk6B-8JJuAui6DHiURelLg.

Philadelphia, PA30+ days ago

$113,850–$151,990 Per Year

The Manager, Investment Accounting will also serve as a resident expert in respective GAAP and statutory guidance, providing assistance with appropriate disclosures and accounting treatment for various asset classes and investment strategies, and ensuring that new accounting pronouncements are understood and implemented correctly. Reporting Owns general ledger entry recording process across various accounting bases for investment-related items, including the oversight of the preparation of supporting documentation, reconciliation of key items, and coordination of the general ledger coding and mapping for new accounts and asset classes.

Philadelphia, PA30+ days ago

Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. As a commercial real estate advisor, your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle.

New!

Philadelphia, PA5 days ago

This high-impact role will sit at the intersection of portfolio management, quantitative analytics, risk oversight, and investment technology, partnering closely with PMs, traders, and senior investment leadership. The position offers the opportunity to lead a highly visible quant function focused on portfolio construction, factor modeling, risk analytics, alpha research, and next-generation investment tools across a sophisticated multi-strategy equities platform.

Philadelphia, PA30+ days ago

This team evaluates opportunities ranging from early-stage technology companies to large-scale acquisitions, partnering closely with business leaders to assess how new capabilities can strengthen products, unlock growth, and improve the customer experience. In addition to transaction work, you will track industry trends, analyze comparable companies and deals, and support active portfolio companies by monitoring performance and identifying opportunities for commercial success within Comcast.

Philadelphia, PA30+ days ago

That’s why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. In addition to transaction work, you will help shape the team’s strategic priorities by identifying emerging trends and mentoring junior team members to raise the quality and pace of work.

Newark, NJ, New Jersey30+ days ago

Prepare detailed Business Requirement Documents (BRDs), Functional Requirement Documents (FRDs), use cases, process maps, and data flow diagrams. Experience working with portfolio management systems, trading platforms, and financial data providers (e.g., Bloomberg, Reuters, Charles River, Aladdin).

Conshohocken, PA30+ days ago

deployed, exposure) • Strong Excel skills (pivot tables, lookups, basic modeling); interest in or exposure to Power BI or similar analytics tools is a plus • High attention to detail and comfort managing multiple workstreams and deadlines across a portfolio lifecycle • Strong verbal and written communication skills, including the ability to summarize complex information clearly • Demonstrated work ethic and professional demeanor, with willingness to own tasks and follow them through to completion • Team-oriented mindset and ability to work productively across multiple verticals (investments, operations, technology, client coverage) • Willingness to work 50+ hours per week in a fast-paced, transaction-driven environment. Supporting Your Family & Community: • For our communities, Hamilton Lane provides paid time off to volunteer and compensates for referring qualified candidates that join our team • For growing family, we offer an adoption reimbursement program, paid time off for new parents and newlyweds, and provide travel support for nursing parents.

Philadelphia, PA30+ days ago

You'll make an impact by: • Working on financial models to support financing transactions • Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) • Learning how to identify treasury product solutions to benefit clients' long-term planning • Collaborating with deal teams regarding business development strategy, including the identification of potential prospects • Developing an understanding of the full breadth of J.P. Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation.

New!

Philadelphia, PA3 days ago

Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions—including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations—preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. FSG Analysts develop deal-related and client-facing materials—including pitchbooks and marketing decks—conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions.

Cinnaminson, NJ30+ days ago

The analyst responsibilities involve the valuation of option and derivative securities using the advanced modeling techniques contained in FinTools® software, our world renowned library of financial functions. The ideal candidate will possess key qualifications necessary to successfully drive projects and business results including: Undergraduate or Masters degree in Finance, Mathematics and/or Economics.

New!

Conshohocken, PA3 days ago

Remote

Experience: 5+ years of experience in project management, business operations, strategic initiatives, data analytics, or technology/process optimization within private equity, private credit, investment banking, consulting, or financial services. ResponsibilitiesLead and coordinate strategic operational initiatives focused on process improvement, workflow optimization, technology enablement, and AI integration across the MSIM Private Credit & Equity division.

New!

West Conshohocken, PA3 days ago

Remote

$55–$56.66 Per Hour

5 years of experience in project management, business operations, strategic initiatives, data analytics, or technology/process optimization within private equity, private credit, investment banking, consulting, or financial services. Demonstrated experience managing cross-functional initiatives, including project planning, stakeholder management, execution tracking, issue/risk management, and process improvement.

New!

West Conshohocken, PA3 days ago

$56.67–$56.67 Per Hour

Required:5+ years of experience in project management, business operations, strategic initiatives, data analytics, or technology/process optimization within private equity, private credit, investment banking, consulting, or financial services. Demonstrated experience managing cross-functional initiatives, including project planning, stakeholder management, execution tracking, issue/risk management, and process improvement.

Mount Laurel, New Jersey30+ days ago

Utilize data mining techniques and in depth analysis to develop solutions for ad hoc requests. Apply knowledge of Microsoft Office and other software to improve efficiency and accuracy of group output.

Conshohocken, PA30+ days ago

$65,000–$75,000 Per Year
Part-time

As part of a young and growing financial services enterprise, our employees are tapping into a new entrepreneurial spirit while they build on a long track record of putting customers first, understanding the evolving income and protection needs, and developing quality products to meet those needs. Prepare, maintain, and manage internal NCA Realty Partners operational documents and processes including those related to portfolio management, cash management, investor relations and business development.

New!

Philadelphia, PA5 days ago

Baltimore - Maryland - United States of America, Boston - Massachusetts - United States of America, Charlotte - North Carolina - United States of America, Columbia - South Carolina - United States of America, New York City - New York - United States of America, Philadelphia - Pennsylvania - United States of America, Pittsburgh - Pennsylvania - United States of America, Washington, D.C. - District of Columbia - United States of America. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development).

Conshohocken, PA30+ days ago

What we do: As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $145.6B in discretionary assets under management and $859.8B in non-discretionary assets under management, as of September 30, 2025. Benefits: At Hamilton Lane, our benefits philosophy is simple: to provide our employees with a competitive suite of benefits and services to help navigate through the complexities and challenges of working, living, raising a family, and eventually retiring.

Philadelphia, PA30+ days ago

This role supports portfolio performance by providing data-driven insights, enhancing reporting capabilities, and partnering with operations leadership to drive results across the portfolio. HHM Hotels is a leading hospitality management and investment firm with a portfolio of over 200 hotels and resorts across the United States.

Philadelphia, PA19 days ago

$170,000–$240,000 Per Year

The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions. Eight (8) or more years of experience as a business analyst, project coordinator, project manager, business manager, technical writer, technical support, or systems analyst, required.

Pennington, NJ30+ days ago

Consultant - USDomain|Banking & Financial Services|Onboarding of KYC, EDD, CDD Domain|Banking|Products Technology|Oracle|PL/SQL Domain|Banking|Compliance & Regulations Technology|Analytics - Functional|Business Analyst Experience in Actimize, AML, ActOne/RCM (Risk Case Manager for Finance domain), AIS (Actimize Intelligence Server) Experience in Oracle, PL/SQL Experience in Wealth & Investment management Bachelor's degree or foreign equivalent required from an accredited institution. You''ll have the opportunity to work with cutting-edge AI technologies, collaborate with industry experts, and contribute to transformative projects across banking, wealth management, and insurance sectors.

New!

Home Teleworkers, PA5 days ago

Remote

$110,700–$123,000 Per Year

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arkansas - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker, Montana - Home Teleworkers, Nebraska - Home Teleworkers {+ 20 more}. Pursuit or completion of industry-relevant continuing education, including graduate degrees, MBS, risk and insurance designations from The Institutes (AINS, AIC, ARM, CPCU, etc.), or actuarial exams and designations (ACAS, FCAS, CERA).

dresher, PA30+ days ago

$65,000–$75,000 Per Year

Asset valuations are derived utilizing multiple income approaches (such as DCF analysis, market-based, and direct capitalization) as well as researching comparable sales. Summary/Overview: KBRA Analytics, LLC (KBRA Analytics) is seeking a Commercial Mortgage-Backed Securities analyst for the KCP group.

Philadelphia, PA30+ days ago

$76,000–$98,000 Per Year

Financial Analyst will serve as an integral member of the Wharton Centers Finance team at Wharton Finance & Administration, accurately preparing and maintaining financial records and reporting for 20+ units, ensuring transactions are reflective of business activities and financial planning. + Long-Term Care Insurance: In partnership with Genworth Financial, Penn offers faculty and staff (and your eligible family members) long-term care insurance to help you cover some of the costs of long-term care services received at home, in the community or in a nursing facility.

Philadelphia, Pennsylvania30+ days ago

$64,700–$107,900 Per Year

Responsibilities: Review all pertinent financial information of the borrower, assess risk of complete credit relationship including borrower, related entities, guarantors, and contingent liabilities, and offer insights and detailed reporting of the findings concerning credit worthiness to loan officer and/or loan committee. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.

Trenton, NJ30+ days ago

Remote

Responsible for optimization and streamlining the organization's Quote 2 Cash workstream, focusing on analyzing existing process, identifying areas for improvement, and implementing effective changes, by working with Business Partners, Users and Technical Development Teams. + Be the single point of contact for the workstream, providing end 2 end support to workstream users across all supporting tools in the workstream.

Edison, New Jersey30+ days ago

The posted rate of pay in this job posting is a reasonable good faith estimate of the minimum base pay for this role at the time of posting in accordance with the New Jersey Pay Transparency Act and does not reflect the full value of our market-competitive total rewards package. Collaborates with finance and clinical leadership to ensure alignment between APP compensation structures and organizational strategic initiatives, ensuring that incentive plans support overall business objectives.

East Windsor, NJ30+ days ago

$90,000–$120,000 Per Year

Thermo Systems is a global, full-service control systems integration partner, delivering world-class automation solutions across the District Energy, Life Sciences, and Mission Critical markets. You will play a key role in financial modeling, executive-level reporting, and strategic decision support, working closely with C-level leadership and private equity investors.

Philadelphia, PA30+ days ago

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

Horsham, Pennsylvania30+ days ago

Remote

$80,000–$95,000 Per Year

Conshohocken, PA30+ days ago

What we do:As a recognized leader in providing Private Markets Investment and Technology Solutions to clients across the globe, we manage approximately $134.9 billion in discretionary assets and have oversight of an additional $821.2 billion in non-discretionary assets as of December 31, 2024.The OpportunityWe are seeking a Senior Associate to join our Portfolio Management Group (PMG), specializing in Strategy and Research. The Portfolio Management Group oversees discretionary portfolios from initial proposals to portfolio construction and eventual winddown, sitting at the crossroads of sales, investments, and operations to help ensure thoughtful portfolio development and execution.

New!

Mount Laurel, NJ5 days ago

$91,000–$145,600 Per Year

Depth & Scope: Gathers financial and general business information pertaining to customer and prospect loan requests, performs financial analyses needed to make credit decisions; Contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors; Supports commercial banking team and recommends credit solutions that add value to the Customer. This job performs financial analyses needed to make credit decisions, contributes and provides input to group loan decision process based on evaluation of credit risk and other key factors and supports commercial banking team and recommends credit solutions that add value to the Customer.

PA30+ days ago

$130,000–$170,000 Per Year

It reflects the knowledge and skills required of competent practitioners across a broad range of investment-related roles and translates global industry insight into structured curriculum frameworks. As our portfolio spans the CFA Program and a growing suite of certificates and specialised offerings, this role ensures consistent, forward-looking alignment across our educational product offerings.

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Investment Jobs in Florence, NJ

Sales/Financial Analyst Jobot

Audit Manager- Investment Management Regal Executive Search

Senior Associate, Investment Banking Sharp Financial

Accepting Applications - Investments (Asset Management & Acquisitions) HHM Hotels (Philadelphia Corporate)

Investment Specialist RSM US LLP

Product Management Manager - Alternative Investments The PNC Financial Services Group Inc

Lincoln Investment Lincoln Investment Planning, Inc.

CSI Investment Assistant II - Philadelphia, PA Citizens Financial Group Inc

CSI Investment Assistant II - Marlton, NJ Citizens Financial Group Inc

Investment Management Paralegal Faegre Drinker Biddle & Reath LLP

Looking for a Sr PM with Investment Banking background experience and exposure to Trading PamTen Inc

Investment Advisor Sr. - PNC Private Bank The PNC Financial Services Group Inc

Manager, Investment Accounting Reliance Standard Life Insurance Co

Real Estate Agent / Associate (Investment Sales) Greysteel Company Llc

Head of Equity Investment Risk and Quantitative Research (13230) Madison-Davis

Associate, Strategic Investments Comcast Corporation

Sr. Associate, Strategic Investments Comcast Corporation

Business Analyst - Banking Domain Purple Drive

Portfolio Implementation and Oversight Analyst Hamilton Lane Inc

2027 Commercial & Specialized Industries Summer Analyst Program JPMorgan Chase & Co

2027 Commercial & Specialized Industries Summer Analyst Program Chase Bank

Quantitative Finance Analyst 2026 Montgomery Investment Technology, Inc.

Private Equity/Credit Ops Analyst - Remote Lenmar Consulting, Inc.

Business Analyst III/ PM eTeam Inc.

Business Analyst Hired by Matrix

Senior Financial Analyst - Portfolio Management & Strategy Holman Enterprises, Inc.

Analyst - NCA Realty Nassau CorAmerica

Finance Analyst CBRE Group Inc

Senior Credit Operations Analyst Hamilton Lane Inc

Strategic Operations Analyst HHM Hotels (Philadelphia Corporate)

Business Analyst Senior Manager, DT&I (Partnership) bdo consulting

Actimize AML Consultant Infosys Ltd

Commercial Insurance Analyst - Remote CSAA Insurance Group

KBRA Credit Profile KCP - CMBS Analyst Kroll Bond Rating Agency Inc.

Sr. Financial Analyst, Wharton Finance & Administration University of Pennsylvania

Commercial Real Estate Credit Analyst Fulton Bank

Business Sys Analyst Sr Canon USA & Affiliates

Senior Compensation Analyst, Advanced Practice Provider Hackensack Meridian Health

Senior Analyst, Financial Planning & Analysis Thermo Systems LLC

Manager Research Associate II The PNC Financial Services Group Inc

Strategy Analyst Lakeview Loan Servicing

Senior Associate, Portfolio Management Group Hamilton Lane Inc

Credit Portfolio Manager I - Education/Not for Profit The Toronto-Dominion Bank

Director, Practice Analysis CFA Institute

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