Last updated: 2025-05-22

16 Investment Finance jobs in Philadelphia.

Hiring now: Sr Treasury Analyst Capit @ American W, Financial Advisor @ Horace Man, Data Center Portfolio Mgr @ Citizens, Associate Corporate Portf @ Portage Po, Acquisition Agent @ New Wester, Real Estate Analyst Deal @ Berkadia, Commercial Real Estate Sa @ Marcus Mil, Sr Analyst Risk Managemen @ Lincoln Fi.Explore more at at kaamvaam.com

🔥 Skills

regulatory compliance (3) financial analysis (3) capital markets (3) treasury management (2) capital structure (2) debt issuance (2) financial reporting (2) budget process (2) valuation analysis (2) Wealth Management (2)

📍 Locations

Philadelphia (9) Radnor (4) Camden (2) Cherry Hill (1)
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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

Citizens

Private Client Financial Advisor - Hanover, MA Philadelphia
Skills & Focus: Wealth Management, Financial Advisor, Private Banking, Financial Services, Client Relations, Investment Planning, Portfolio Management, Financial Strategies, Customer Service, Asset Management
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture. They offer a range of banking services, in…
Type: Full-time

Portage Point Partners

Vice President, Investment Banking // Restructuring Philadelphia
Skills & Focus: investment banking, restructuring, M&A, financial modeling, valuation analysis, liability management, transaction execution, bankruptcy, credit agreements, professional development
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 professional experience, including four plus years of investment banking transaction experience.
Salary: $400,000 - $600,000 a year
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.

Berkadia

Real Estate Analyst - Deal Management Philadelphia
Skills & Focus: financial analysis, mortgages, multifamily, Fannie Mae, loan servicing, market information, transaction review, client communication, market analysis, credit memo
About the Company: Berkadia’s mortgage banking platform is a leading provider of mortgage banking services, specializing in multifamily mortgages and supported by a nationwide ne…
Experience: 1-3 years
Benefits: Monthly volunteer hours, employee resource groups, fertility and family planning services, paid parental leave, mental …

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

Sr. Analyst, Risk Management - Market Risk Radnor
Skills & Focus: risk management, market risk, derivatives, hedging strategies, financial instruments, quantitative skills, risk reporting, capital markets, insurance products, regulatory compliance
About the Company: Lincoln Financial helps people to confidently plan for their future, offering products like annuities, life insurance, group protection, and retirement plan se…
Experience: 5+ years in market risk management, financial analysis, or related field
Salary: $93,300 - $169,700
Type: Full-time
Benefits: Leadership development, virtual training, PTO, parental leave, 401K, employee benefits, financial counseling, health co…
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…
Associate Actuary, Corporate Actuarial Radnor
Skills & Focus: Actuarial, Risk Management, Data, Valuation, Financial, Modeling, Insurance, Analysis, Investment, Compliance
About the Company: Lincoln Financial helps people to confidently plan for their version of a successful future, focusing on products including annuities, life insurance, group pr…
Experience: 3-6+ years of experience in actuarial science
Salary: $69,000 - $124,600
Type: Full-time
Benefits: Leadership development, virtual training, PTO/parental leave, 401K, financial counseling, health coaching, tuition assi…