67 Results for

Investment Jobs in Wallingford, PA

Jobs

Wilmington, DE27 days ago

Full-time
Employee

In this full-time role, you'll work directly with senior executives on sourcing, underwriting, and closing high-impact transactions, gaining unparalleled exposure to all facets of the real estate investment lifecycle. Johnson Service Group, Inc. (JSG) is a North American leader in the staffing and consulting services industry, with over 35 years of experience investing in people and companies.

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Oaks, PA1 day ago

SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. The Investment Product Development and Activation team is a newly established group within SEI's Asset Management organization, focused on designing innovative investment solutions that enhance client outcomes and expand access to new markets.

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KENNETT SQUARE, PA6 days ago

We are a Fortune 200 company, 20,000 colleagues strong serving more than 10.7 million customers at six energy companies -- Atlantic City Electric (ACE), Baltimore Gas and Electric (BGE), Commonwealth Edison (ComEd), Delmarva Power & Light (DPL), PECO Energy Company (PECO), and Potomac Electric Power Company (Pepco). + Ability to provide in-depth analysis and apply managerial accounting concepts, customer intelligence gathering, forecasting, staff planning, scheduling, analytical and statistical problem solving, financial, accounting, business and budget analysis.

Wayne, PA30+ days ago

$70,000–$90,000 Per Year

Visual Basic (VBA) experience a plus Working knowledge of Morningstar, Lipper, Bloomberg or Factset an advantage Experience working with structured data using a modern scripting language, preferably R, Python, SQL or SAS. The role will focus on centralizing all consumable data required by the team, which will contribute to maintaining a high level of data consistency and accuracy across the team and firm.

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PA6 days ago

$37,000–$61,750 Per Year

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.

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Malvern, PA1 day ago

$50–$55 Per Hour

Proficiency in writing Jira user stories with clear acceptance criteria. • Experience working in Agile delivery environments, including PI Planning.

Philadelphia, PA30+ days ago

Provide architectural direction aligned with future‑state platforms. Influence architecture and delivery across EMS centric trading workflows.

Berwyn, Pennsylvania30+ days ago

$156,562–$257,207.50

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. Familiarity with trading and portfolio management systems (e.g., Eclipse, Orion, Bloomberg, Morningstar and Factset); Understanding of data management, reporting, and planning systems used in Private Wealth Management; Comfort navigating technology and digital transformation initiatives.

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.

Newark, DE30+ days ago

Our Differences make our Performance At Air Liquide, we are committed to build a diverse and inclusive workplace that embraces the diversity of our employees, our customers, patients, community stakeholders and cultures across the world. It is responsible for imagining, developing and incubating new solutions until they are brought to market, particularly when it comes to offers with a high technological content (including digital and IT).

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.

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.

Philadelphia, PA30+ days ago

$100,000–$291,850 Per Year

The successful candidate will bring deep, hands‑on experience advising registered investment advisers, including with respect to private funds and registered investment companies, and will serve as a legal advisor to one or more advisers. May assist in supporting PNC's capital markets advisory businesses and an exempt reporting adviser managing private equity funds, including advising on Advisers Act obligations applicable to ERAs.

Wayne, PA30+ days ago

Full-time

Create strategic and tactical investment macro allocations, evaluate and enhance allocations as needed, as well as build and identify the best implementation instruments. This individual will manage a team of investments employees who service the needs of high net-worth clients to ensure their needs and expectations are met.

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.

Berwyn, PA30+ days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Previous exposure to other areas of investment management or capital markets, such as through previous work in trading, investment banking, consulting, asset management, hedge funds, or in another investing or finance capacity is not required but is a plus.

Newark, DE30+ days ago

Full-time

Partner with business process owners, data owners, control managers, technology, and other data office teams to identify root cause and impacted applications/processes; progress items to meet service-level timelines. As a Data Quality Execution Associate in Corporate Finance & Treasury and Chief Investment Office, you ensure high-quality, fit-for-purpose data that enables financial reporting, risk management, and decision making.

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.

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Philadelphia, PA3 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.

Malvern, PA30+ days ago

Influences and employs a variety of qualitative and quantitative analysis techniques to continually improve the user experience including assessing the role of AI in both analytics capabilities and enhancements to user experience in the research studio environment. As part of our Investment Management Insights team, you will play a critical role in driving the development and deployment of analytics capabilities and technology that support the organizations data-driven investment strategies.

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Paoli, PA1 day ago

The Director of Investment Operations leads the execution and ongoing evolution of the operations supporting the direct indexing platform, ensuring scalable, accurate, and tax-efficient execution of personalized separately managed accounts (SMAs). Deep understanding of direct indexing, equity SMAs, and tax-managed investing, including direct experience with one or multiple middle and back-office outsourcing platforms used by SMA managers (i.e., Vestmark, Advent, BNY Archer, SEI).

Wilmington, DE30+ days ago

Full-time

Perform detailed quantitative analysis and design analytical framework utilizing SAS/SQL programming and Alteryx/Tableau to predict key account performance and profitability drivers and improve forecasting methodologies. As an Associate in the Card Finance Analytics team, you will be responsible for analytics of acquisitions investment strategies, offer tracking, performance, and profitability to drive forward investment strategies and growth.

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

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.

Wilmington, DE30+ days ago

Full-time

This is your opportunity to make a meaningful difference, collaborate with industry leaders, and advance your career in a dynamic, innovative environment As an Acquisition Investment Analytics, Senior Associate you will be responsible for identifying and analyzing acquisition performance trends to uncover opportunities for growth and efficiency. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Newark, DE30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. You will own key monthly close and financial control activities, with a strong focus on general ledger (GL) reconciliations, balance sheet substantiation, inter-entity governance, and the design and execution of infrastructure and financial reporting controls.

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, DE30+ days ago

Full-time

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. As a Product Manager in Corporate and Investment Banking - Markets Technology, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.

Wilmington, DE14 days ago

$53,744–$88,290.50 Per Year

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States. This role is designed for a credit-focused professional with prior experience underwriting working capital and structured lending transactions who is seeking to deepen analytical expertise while developing Trade Finance product knowledge.

Wayne, Pennsylvania12 days ago

$53,744–$88,290.50

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.

Radnor, PA30+ days ago

Support the company’s Credit Risk Transfer (CRT) process including preparing collateral and credit analysis, cash flow analytics and tracking tools for reinsurance programs, monitoring and tracking the MI and GSE reinsurance landscapes, providing needed support on CRT transactions. (NYSE: ESNT) is a Bermuda-based holding company (collectively with its subsidiaries, "Essent") which serves the housing finance industry by offering private mortgage insurance, reinsurance, risk management products and title insurance and settlement services to mortgage lenders, borrowers, and investors to support homeownership.

New!

Conshohocken, PA1 day 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!

Philadelphia, PA1 day 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.

Newark, DE30+ days ago

Historical data exists in client's current accounting systems and is sent to front office trading and portfolio management teams, stored in a legacy database. The legacy database is scheduled to be retired, and front office teams will receive data from the new strategic data warehouse ("SBS”).

New!

West Conshohocken, PA1 day 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.

Newark, DE30+ days ago

Full-time

The Basel Measurement and Analytics (BM&A) Team within Treasury functions as trusted partners to key areas such as Capital Management, Capital & Liquidity Policy (C&LP), Credit Risk Reporting, Firmwide Regulatory Reporting & Analysis (FRRA), and the Lines of Business (LOBs). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

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.

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.

Mount Laurel, NJ13 days ago

$72,280–$117,520 Per Year

Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank N.A., TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and complex regulatory regimes.

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.

Newark, DE30+ days ago

Full-time

As a Securities Based Lending Analyst within the Securities Based Lending Team at JPMorgan Chase, you will underwrite lines of credit secured by marketable securities, assist with loan portfolio maintenance, and support client credit needs. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

Newark, DE30+ days ago

Full-time

Operate as a highly motivated self-starter with the ability to work independently, utilizing strong organizational skills to function efficiently in a high-volume, fast-paced, deadline-oriented environment while maintaining service level agreements. As a Loan Servicing Analyst within JPMorganChase, you will manage an assigned portfolio of loans, ensuring the smooth operation of the loan lifecycle by interpreting loan documents, interacting with stakeholders, and overseeing deadlines.

Malvern, Pennsylvania30+ days ago

The Real Estate Acquisitions Analyst supports the company’s investment and external growth initiatives by underwriting self-storage facilities and providing market research and support throughout the acquisition and disposition process. CubeSmart, a publicly traded real estate investment trust (NYSE: CUBE), is one of the top owners and operators of self-storage facilities in the United States.

Newark, DE30+ days ago

Full-time

will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. The candidate will be responsible for producing RWA related to derivatives exposures under Basel 3 rules, analyzing quarter-over-quarter changes in RWA, working with LOB controllers and credit officers to determine variance drivers such as portfolio changes, policy updates and capital treatment, and generation of external regulatory filing schedules.

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, PA17 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.

Newark, DE30+ days ago

Full-time

With a focus on continuous improvement, you will use and skill up your understanding of automation technologies and data analysis techniques to optimize our trading operations, while effectively collaborating with internal stakeholder relationships and assist driving change initiatives to drive our strategic plans. As a Trading Services Specialist within JPMorganChase, you will play a pivotal role in the execution and processing of trade orders, assisting the smooth operation of our trading and portfolio management businesses.

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Investment Jobs in Wallingford, PA

Real Estate Investment Associate Johnson Service Group

Investment Analyst, Managed Accounts - Investment Product Development SEI Investments Co

Sr Business Investments Portfolio Analyst Exelon

Investment Data Analyst The Hartford Insurance Group Inc

Licensed Investment Services Consultant - PNC Wealth Management The PNC Financial Services Group Inc

Business Analyst Investment Management Apolis

Equity Trading | SW Architect | Investment Management | Hybrid in NYC Living Talent

Director of Investment Operations & Administration Wsfs Financial

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

Investment Director L'Air Liquide SA

Senior Associate, Investment Banking Sharp Financial

Investment Specialist RSM US LLP

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

Senior Counsel--Investment Advisor The PNC Financial Services Group Inc

Sr. Director - Investments Waldron Private Wealth

Lincoln Investment Lincoln Investment Planning, Inc.

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

QRG Investment Management Operations Specialist Envestnet

Data Quality Execution Associate - Corporate Finance & Treasury and Chief Investment Office JPMorgan Chase Bank, N.A.

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

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

Investment Management Quantitative Product Manager Vanguard Group

Director of Investment Operations, Personalized Indexing Vanguard Group

Financial Analysis Associate - Card Acquisitions Investments JPMorgan Chase Bank, N.A.

Associate, Strategic Investments Comcast Corporation

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

Acquisition Investment Analytics, Senior Associate JPMorgan Chase Bank, N.A.

Commercial & Investment Banking - Financial Controller - Associate JPMorgan Chase Bank, N.A.

Sr. Associate, Strategic Investments Comcast Corporation

Product Manager - Markets Technology (Corporate and Investment Banking) JPMorgan Chase Bank, N.A.

Trade Finance Solutions Analyst WSFS Bank

Trade Finance Solutions Analyst Wsfs Financial

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

Senior Analyst, Corporate Development Essent Guaranty, Inc.

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

2027 Commercial & Specialized Industries Summer Analyst Program Chase Bank

Asset Management Business Analyst Prism Historical Backfill Gap Analysis Expert In Recruitment Solutions

Business Analyst Hired by Matrix

Basel Measurement & Analytics - Analyst JPMorgan Chase Bank, N.A.

Quantitative Finance Analyst 2026 Montgomery Investment Technology, Inc.

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

Senior Compliance Business Oversight Analyst (US) The Toronto-Dominion Bank

Analyst - NCA Realty Nassau CorAmerica

JPMorgan Wealth Management Securities Based Lending Analyst JPMorgan Chase Bank, N.A.

Loan Servicing Analyst JPMorgan Chase Bank, N.A.

Real Estate Acquisitions Analyst Cubesmart

Basel Measurement & Analytics Derivatives Project, Analyst JPMorgan Chase Bank, N.A.

Strategic Operations Analyst HHM Hotels (Philadelphia Corporate)

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

Trading Services Analyst JPMorgan Chase Bank, N.A.

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