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Finance consultant jobs in Pennsylvania - 1,019 jobs

  • Analyst - Investments

    Corten Real Estate

    Finance consultant job in Philadelphia, PA

    Corten Real Estate Management LLC ( ************************ ) is recruiting an Analyst - Investments to support all aspects of the firm's investment and portfolio management processes, from initial deal due diligence/analysis through asset disposition. This role is built for someone who wants hands-on responsibility from day one and the ability to materially influence investment outcomes (sourcing, underwriting, asset management, dispositions) in an entrepreneurial environment. Culture fit matters at Corten - we are in-office, highly collaborative and competitive problem solvers. Duties & Responsibilities: Complete underwriting, market analyses, due diligence and financial analyses Assist in the due diligence process for new investments across all aspects of the transaction, including physical, financial, legal and operational reviews Assist is asset management Prepare investment memoranda for new acquisitions as well as asset dispositions; prepare other documents required by the firm's investment committee and assist in the compilation of meeting minutes Develop/update valuation models, monitor investments and participate in asset management Conduct market research to identify potential target markets for new investment opportunities Develop marketing and reporting presentations, fundraising collateral, other research reports, and special projects Highlights: • Broad capital stack exposure: Common equity, participating preferred equity, mezzanine / subordinate debt and stretch senior loans • Active deal velocity: Corten is actively targeting value-add acquisitions, special situations, and structured recapitalizations • High-impact seat: Work directly with senior team members across underwriting, market research, due diligence, and portfolio strategy development • Visibility & upward mobility: Lean team structure where performance is noticed and rewarded Qualifications: Bachelor's degree - business, finance, economics or real estate emphasis preferred 2+ years in real estate private equity, investment banking, or structured finance Multifamily or credit experience preferred, but not required if skillset is sharp and mentality is entrepreneurial Exceptional quantitative and analytical skills, with a high degree of attention to detail Ability to communicate (orally and in writing) in a highly professional manner Must possess Office 365 platform skills and demonstrate advanced proficiency in Microsoft Excel Must be a highly organized self-starter that functions well in a team of multi-taskers
    $74k-126k yearly est. 4d ago
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  • Private Client Financial Advisor - Pittsburgh, PA

    Citizens 2.9company rating

    Finance consultant job in Pittsburgh, PA

    Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Hours & Work Schedule Hours per Week: 40 Work Schedule: Varies Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $66k-110k yearly est. Auto-Apply 2d ago
  • Senior Financial Analyst

    Echo Realty

    Finance consultant job in Pittsburgh, PA

    ECHO Realty is seeking to hire a Senior Financial Analyst who will be responsible for conducting advanced financial and data analysis and developing predictive models to forecast business performance. This role supports quarterly portfolio statistics reporting, financial reporting and analysis, strategic planning, and regulatory reporting. Contributions you will make to the team: Models ECHO's core values (The ECHO Way) and exhibits exemplary leadership. Maintain underlying data necessary for developing property-level financial models in Argus and create 10-year Argus cash flows report at portfolio level. Prepare and Analyze portfolio stats, including Occupancy, Term to Maturity, Top Tenant, etc.; generate and analyze certain leasing statistics on Datex application. Complete quarterly Credit Facility Compliance report for syndicated lenders, ensuring the company adheres to all regulations. Complete quarterly variance analyses of net operating income and other financial metrics. Collaborate with leasing, lease administration, accounting and other teams when completing the above tasks. Assist with quarterly and annual reporting for investors using MRI and/or Datex. Completes ad hoc financial/statistical reports and analyses upon request. Requirements you'll need to be successful: Bachelor's degree from a 4-year college or university in Finance, Accounting, Real Estate, Business, or a related field 3-5 years of experience in financial analysis, preferably in real estate industry Strong proficiency in Excel Experience with Argus Enterprise/Argus Cloud and/or financial modeling preferred Experience with MRI accounting software preferred Experience with Spreadsheet Server preferred Excellent analytical and communication skills Ability to manage multiple priorities and meet deadlines Knowledge, Skills and Abilities: Detail-oriented with a strategic mindset Open-minded and eager to learn new tools and processes Proactive self-starter with strong initiative and a can-do attitude Collaborative team player who values diverse perspectives and works effectively across departments Ability to translate financial data into clear, actionable insights Strong sense of ownership and accountability in delivering high-quality work Our Culture : At ECHO, we've gone to great lengths to build a culture of empowerment and integrity. Our employees are encouraged to think differently and bring new ideas to every conversation. We believe success is built from the inside out, which is why we have always been intentional about fostering the culture at ECHO. It starts with hiring the right people for our team, and it continues throughout everything we do. This all-in mentality is the bedrock of our culture, which we affectionately refer to as The ECHO Way . Through effective communication, empowerment and leading by example, we hold ourselves to these principles in all that we do. Why ECHO? At ECHO, the vibe is perpetually welcoming-and business relationships are authentic, in large part because this self-professed team of straight shooters work hard every day to stay on top of market trends, listen to their clients' needs, bend when they need to and close deals that lead to long-term business success for everyone involved. We seek individuals who want to be part of our hard working, highly successful team.
    $69k-94k yearly est. 23h ago
  • Finance Specialist

    Artech LLC 3.4company rating

    Finance consultant job in Pittsburgh, PA

    Salary Range: Competitive Introduction We are seeking a dedicated and experienced professional to join our team in a dynamic financial planning role within the finance and banking industry. This position offers a contract-to-hire opportunity, providing a pathway to grow and excel in your career. Required Skills & Qualifications Applicants must be able to work directly for Artech on W2 Client Suite (Excel - pivots), 5+ Years of Experience Required. Communication - verbal and written, 5+ Years of Experience Required. Work with business partners (business office, managers), 5+ Years of Experience Required. Financial acumen, 5+ Years of Experience Required. Business case/ contract/ budget review experience, 5+ Years of Experience Required. Forecasting/ Annual Planning, 5+ Years of Experience Required. Preferred Skills & Qualifications Experience with Hyperion. Bachelor's Degree in Finance preferred. 5 years or more experience in finance. Day-to-Day Responsibilities Develop and analyze business cases related to technology contracts with vendors. Create and manage budgets and forecasts. Review contracts and estimates for accuracy and compliance. Conduct variance analysis to identify trends and areas for improvement. Company Benefits & Culture Supportive and inclusive work environment. Opportunities for professional growth and development. Flexible working hours to promote work-life balance. For immediate consideration please click APPLY to begin the screening process with Alex.
    $54k-90k yearly est. 1d ago
  • Financial Analyst - Reinsurance - Blue Bell, PA

    PMA Companies 4.5company rating

    Finance consultant job in Blue Bell, PA

    Preparation of various general ledger journal entries. Prepare monthly reconciliations for accounts receivable. Prepare monthly or quarterly reconciliations for various other balance sheet accounts. Completion of cash collection schedules for all business written. Calculate state and line of business allocations for losses, premium taxes, commissions, and other expense accounts. Assist in the calculation and reporting of liability treaty reinsurance amounts. Process Concur payments for various Reinsurers. Prepare Ad-hoc reports in excel as needed. Prepare other reconciliations as assigned. Providing additional support with special projects or Audit requests. Demonstrate commitment to Company's Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work. Requirements: Bachelor's degree in accounting/finance or equivalent insurance-related work experience is required. Minimum of one year experience in accounting/finance or related field. Strong verbal and written communication skills. Proven critical thinking skills that demonstrate analysis/judgment and sound decision making with focus on attention to detail and quality awareness. Strong organizational skills with the ability to work independently and deal with multiple tasks simultaneously. Strong computer skills, including 2010 Microsoft Office, as well as accounting/GL software (EAS preferred).
    $70k-101k yearly est. 2d ago
  • Asset Management Analyst

    Preit 4.0company rating

    Finance consultant job in Philadelphia, PA

    Company Headquartered in Philadelphia, PREIT is a premier owner, developer, and operator of high-quality retail and mixed-use destinations across densely populated U.S. markets. Founded in 1960, the company has a storied history of transforming traditional shopping centers into vibrant, community-centric hubs that bring together shopping, dining, entertainment, and lifestyle experiences. Today, PREIT continues to redefine the future of retail by leveraging its portfolio's prime locations to deliver dynamic, multi-generational destinations. Responsibilities This position will support the Regional Asset Manager as it relates to company strategy and goals. This includes, but is not limited to, budgeting & forecasting, leasing analysis, deal execution, due diligence, analysis, and other projects that align with PREIT objectives such as transactions, refinancing, and development. Essential Functions Supports leadership in PREIT portfolio lease execution. Create and update annual property budgets and creating forecasting models for region in Argus and Excel. Develop pro formas and projections for leasing representatives to help them in negotiating transactions. Develop and track pro formas for redevelopment projects. Work closely with property management and accounting staff in coordinating collection efforts and responding to various tenant inquiries relating to co-tenancy, CAM audits and various other lease clauses. Build and maintain quarterly covenant calculations for term reporting. Participate in Regional Production meetings and ensure action items are addressed in a timely manner. Monitor performance of the property and identifying operations and challenges and implement strategies to respond. Review lease comments and work with Leasing Representatives to evaluate the impact of proposed changes and Landlord's risk and develop the appropriate responses to tenants. Prepare financial projections for the properties and portfolio, and for properties under consideration for development. Carry out special assignments/projects as assigned by management. Assist team in acquisition, disposition, and refinance initiatives. Qualifications Bachelor's degree in Accounting, Finance, Real Estate, Business Management, or related field required. Master's Degree highly desirable. 1 - 5 years of experience in commercial real estate, financial analysis and/or contract and real estate law. A combination of equivalent education and experience necessary to effectively perform the responsibilities of the position. Strong interpersonal skills; comfortable working with all levels of management, leadership, ownership, joint venture partners and external advisors. Excellent written and verbal communication skills Detail orientation demonstrated ability to multitask effectively, and strong analytical skills. Competency in the use of Microsoft Office suite including Excel and PowerPoint. Experience using ARGUS or Yardi a plus. Ability to work in Center City, Philadelphia office 4 days per week. Benefits 401(k) Health insurance
    $66k-81k yearly est. 3d ago
  • Regional Equipment Finance Specialist

    First National Bank of Pennsylvania 4.5company rating

    Finance consultant job in Clarks Summit, PA

    Primary Office Location:125 N. State Street. Clarks Summit, Pennsylvania. 18411.Join our team. Make a difference - for us and for your future. Regional Equipment Finance Specialist 2 Business Unit: BCSI Reports to: Managing Director of Sales and Marketing Position Overview: This position is primarily responsible for providing sales, marketing, initial underwriting and servicing of medium to large commercial loans/leases via equipment vendors, manufacturers and their customer base. The incumbent develops new vendors/manufacturers and commercial prospects, interacts with existing relationships to exceed established sales revenue goals, works closely with CEO's/CFO's when presenting the profitability value of the FNB Indirect Vendor Program for their organization and manages the asset and credit quality of existing portfolio. Primary Responsibilities: Initiates vendor, manufacturer (Mfr.) and commercial customer contact daily to generate, manage and close transactions. Builds and maintains a constant pipeline of applications through vendors and manufacturers. Follows up and monitors production volumes and communicates daily from application to documentation to transaction funding status. Collects and reviews financial statements and tax returns with vendor, mfr. and customer to explain credit decisions. Reviews documentation for accuracy and is able to explain the documentation in detail with the vendor, mfr. and customer. Must have knowledge of Lease/Loan products and a strong understanding of financial statements. Interacts daily with vendors, mfr., their sales group and customers providing proposals, payment quotes and rate buy-down payments as well as structuring municipal lease proposals. Builds vendor, mfr. trust for permission to work directly with their customers. Provides detail payment calculation, interest rates to customers and vendor/mfr. sales team. Builds and maintains relationships with the CEOs, CFOs and Finance Managers to secure preferred lender status. Researches and critically analyzes vendor and mfr. product and financial strength prior to offering our program. Knowledge of various industries and vendor and mfr. products are required. Gathers industry and competitors' information and reports back to director. Alerts and works with Bank's Regional Managers on write-ups for customers financing through the vendor and mfr. that are already a Bank customer and have a high exposure. Promotes Bank services to commercial vendors, mfrs. and commercial customers and introduces them to the relevant Bank lender. Must be able to handle multiple transactions at one time, adjust daily schedule at a moment's notice and travel distances as needed, meeting directly with customers to sign documents. Ensures credit, transaction, documentation and accuracy on all approvals and bookings. Coordinates with manager and sales assistants on flyer, e-mail marketing to vendors and mfr. Review weekly a summary of production/sales results and activity. Provides feedback to management on programs to generate business in designated territory. Monitors competitor's programs and recommends program adjustments to stay competitive. Has several years of experience as a calling officer with a history of production with vendors, mfrs. and commercial customers. Serves as a leader among peers and a coach to other Regional Equipment Finance Specialists. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: BA or BS Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 5 Skills Required to Perform the Primary Responsibilities of this Position: Excellent project management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a sales and relationship position related to commercial banking or leasing. Knowledge of business finance and the ability to read and evaluate financial statements. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: Frequent driving (car, van, truck) Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $51k-61k yearly est. 2d ago
  • Risk Analyst

    Dollar Bank, FSB 4.1company rating

    Finance consultant job in Pittsburgh, PA

    Under the oversight of Senior Enterprise Risk Management, the Risk Analyst will support the development, implementation, and execution of the enterprise risk management (ERM) framework. This includes effectively managing enterprise risk processes, procedures, policies, and reports to drive the successful execution of the key ERM initiatives. This position will play a large role in the preparation of ERM documentation including reports, presentations, and committee packages and will be expected to use a keen eye for detail to review documentation for accuracy, relevance, and logic to support on time delivery of quality work products that align with the Bank's risk framework. This is a hybrid position that requires in office hours. Candidate will have the opportunity to work a hybrid schedule after successful training and management approval. Education and Experience Requirements: Bachelor's degree required, preferably in Information Systems, Business Administration, or related fields. Will consider professional work experience in lieu of education Two (2) years of experience in risk management, auditing, or internal controls role OR a bachelor's degree in an Enterprise Risk Management program Knowledge, Skill, and Ability Requirements: Working knowledge of Microsoft applications (Excel, Word, PowerPoint) Ability to establish and maintain effective working relationships Strong oral and written communication skills Effective prioritization and time management skills to meet project deadlines Strong attention to detail Ability to research, think critically and problem solve Essential Functions: Under supervision, support the development and maintenance of the risk management programs. Participate in consultation to execute the program components. Assist in the development and maintenance of new and existing risk programs including: Annual Risk Assessment Risk Appetite Top, Emerging and Evolving Risks Risk aggregation and reporting Risk and Control Self-Assessments Risk Assessments of Material Initiatives Process and Control Library Assist in the development of risk enterprise while supporting the businesses and other risk partners (e.g. Compliance, Information Security, Fraud, Legal, Security) Assist with the continued efforts to train and facilitate risk owners to properly conduct and document risk assessments and provide effective review and challenge Support business-as-usual activities and ad hoc requests and identifies risk exposures, as directed Perform other assignments as directed All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
    $66k-84k yearly est. 2d ago
  • Cash Analyst Full-Time Corporate Office

    Gerrity's Supermarkets 3.8company rating

    Finance consultant job in Pennsylvania

    Cash Analyst perform different functions in ensuring proper and accurate reconciliation of an organization's actual bank balance with cash amounts in the ledger. Responsibilities: * Reconciling bank statements to ensure accuracy and compliance with finical regulations. * Reconcile cash and credit cards, etc. for ten (10) stores on a weekly basis utilizing large excel files. * Investigating variances and discrepancies in financial data. * Prepare detailed reconciliation reports timely and accurately. * Record Manual Checks, ACH payments and Wire transactions timely. * Performing month-end close activities * Tracking and collections of NSF Checks * Credit Card Charge Back submission and tracking. * Back up to Accounts Payable * Fixed Asset Tracking and Reconciliation Qualifications * Strong analytical capabilities - Ability to multi-task and meet tight deadlines. * Working knowledge of financial system Oracle would be an advantage. * Ability to work autonomously and as a team player. * Advanced knowledge of excel, able to work with large excel files to reconcile cash with various formulas. * High Attention to detail while working with large quantities of data. * Strong understanding of accounting principles, bank reconciliation, and financial reporting. * Strong organizational and time-management abilities. Education & Experience Requirements * Bachelor's degree in Accounting, Finance, or a related field preferred. * 2-5 years of experience in bank reconciliation or accounting roles. * Experience in corporate, banking, or treasury environments is a plus.
    $58k-80k yearly est. 14d ago
  • Senior Analyst, Investor Services

    Hamilton Lane Incorporated 4.2company rating

    Finance consultant job in Conshohocken, PA

    Hamilton Lane is looking to expand our team to satisfy the needs of our growing client base. Hamilton Lane is built on collaboration, teamwork and integrity. Our employees pursue excellence and always strive to do the right thing. We invest in our employees, clients and partner relationships, as well as, in the technology and resources necessary to remain competitive, working in a competitive environment that inspires innovation. What we do: As a recognized leader in providing Private Markets Solutions to clients across the globe, we manage approximately $140.9 billion in discretionary assets and have oversight of an additional $845.3 in non-discretionary assets as of June 30, 2025. The Opportunity: The Investor Services Team is responsible for a variety of activities throughout the lifecycle of our co-mingled funds investment programs. As a Senior Analyst, you will assist with analysis, post-investment activities, and liaise with accounting and reporting to maintain and support client relationships. The successful candidate must be able to communicate effectively and operate in a fast-paced and deadline-driven environment where priorities often change. Your responsibilities will be to: Analyze fund financial statements and perform a detailed review of investment activity. Responsible for high volume primary reconciliation of Fund assets and performance returns including error correction, documentation and daily, monthly, and quarterly error account reconciliation. Assist in preparing standard quarterly reporting for fund portfolios; ensuring accuracy by following prescribed procedures. Assist Senior team members as the primary point of contact with Fund Accounting for managed HL Products, supporting reconciliation and tracking of cash flow activity. Possess a basic knowledge of accounting principles and be able to extract and analyze data from financial statements and bank statements. Become proficient at utilizing HL Technologies and generating reports and data requests out of various systems. Participate in formal onboarding, ongoing training, and structured learning activities to build knowledge of accounting principles and industry operations. Support department-wide initiatives as assigned; escalate questions and unusual items. Prepare investment performance materials with a meticulous focus on data accuracy and quality. Your background will include: Must-haves: College degree (B.A., B.S. or B.B.A.). 2-4 years working experience Financial Services and/or private equity experience is a plus Highly motivated and organized; detail-oriented Excellent written and verbal communication skills Ability to manage multiple projects simultaneously and be able to prioritize workload Day-to-day flexibility for ad hoc projects Proactively identify challenges and offer solutions Must be proficient in Microsoft applications (Word, Excel, PowerPoint) Nice to haves: Familiarity with iLEVEL, SimCorp, Allvue Credit, Wall Street Office, and or cash reconciliation tool experience. Private Markets Evergreen fund operations experience. Travel: If located in Scranton, travel to headquarters in Conshohocken will be required at least quarterly. 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. To do this, Hamilton Lane offers the following benefits: Enhancing Your Physical and Emotional Health Employees have access to healthcare coverage, mental health resources, health & fitness reimbursement program, and Wellness Rewards Program. Developing Your Career Tuition and certification reimbursement programs are available, along with continual education and development trainings for you to grow with Hamilton Lane. 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. Safeguarding Your Financial Wellbeing Hamilton Lane contributes to retirement programs and offers an employee stock purchasing plan. We offer a competitive salary, annual discretionary bonus and a comprehensive benefits package which includes: Medical, Prescription, Dental, Paid Time Off, 401k plan, Life and Disability Insurances, Tuition Reimbursement, Employee Stock Purchase Program, Health Club Reimbursement and Flexible Spending Accounts. Hamilton Lane is an affirmative action-equal opportunity employer. All qualified applicants will be considered for employment without regard to their race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other classification prohibited by applicable law. If you need a reasonable accommodation to complete your application, please contact Human Resources at *******************************. Hamilton Lane is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Hamilton Lane via-email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of Hamilton Lane. No fee shall be paid in the event the candidate is hired by Hamilton Lane as a result of the referral or through other means.
    $121k-179k yearly est. Auto-Apply 60d+ ago
  • Equity Analyst

    Clark Capital Group 3.8company rating

    Finance consultant job in Philadelphia, PA

    The ideal candidate will have both the ability and willingness to participate and contribute to the development of a cohesive, dynamic team responsible for the implementation of a proven investment process. Candidate should be a self-starter who is comfortable managing complex and evolving situations. This individual will be a team player, resourceful, and selfless in the execution of all tasks. At least three years of relevant experience, CFA preferred Perform quantitative/statistical financial and economic research to develop new stock selection models or improve current models Independently research, analyze, and model quantitative research topics relevant to stock selection and portfolio management Evaluate long and intermediate term economic or investment trends which impact the investment returns of a specific equity sector Perform traditional quantitative and fundamental equity analysis for all appropriate investment securities within energy, materials, and/or utilities sector Conduct research and analysis on other investment management research topics, such as attribution and portfolio construction Keep abreast of industry and academic research and identify new research ideas Propose investment recommendations (buy/sell equity securities) based upon a combination of fundamental qualitative and quantitative analysis consistent with the Firm's investment philosophy and process Maintain database of investment models and recommendations and rationale for each. Ensure that investments held in the portfolio(s) continue to meet the selection criteria for the investment strategy Work closely with portfolio managers in shaping and executing Clark's Quantitative and Fundamental Equity Strategies Competencies for Success: Ability to work independently and as part of a team Strong financial statement analysis, valuation, and modeling skills Bachelor's degree in finance, business, economics, math, or business administration Bloomberg and or Factset proficiency Microsoft office proficiency Python, SQL and or programming proficiency a plus Strong work ethic, high integrity and aligned with the company's core values Strong communication and interpersonal skills Exceptional quantitative, verbal, and written communication skills Ability to adapt to and learn new technologies
    $97k-143k yearly est. 60d+ ago
  • Senior Equity Analyst

    Open 3.9company rating

    Finance consultant job in Pittsburgh, PA

    We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. Assist with audits, modeling and board reporting related to equity compensation Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company Excellent attention to detail and strong organizational skills Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations Proficiency with equity platforms such as Shareworks Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes Ability to handle sensitive information with confidentiality and discretion Strong communication skills, with the ability to explain equity topics to stakeholders Familiarity with deferred compensation, 409A and private company equity best practices a plus CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston or Pittsburgh to support collaboration. The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more. Salary Range$109,000-$142,000 USD Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more. Our journey is always people first. We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move. Higher purpose, greater impact. We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do. Scale up, not starting up. Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges. Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube. Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.
    $109k-142k yearly Auto-Apply 9d ago
  • Senior Investment Data Analyst

    Venerable 4.2company rating

    Finance consultant job in West Chester, PA

    The Investment Data Senior Analyst will play a critical role in advancing Venerable's investment data and reporting environment. This position blends strong technical acumen with investment data expertise to deliver scalable, efficient, and high-quality investment data solutions. Investment data encompasses the full spectrum of information supporting the investment lifecycle from security reference and transactions data to risk metrics and analytics. The analyst will focus on driving automation, enhancing process efficiency, and supporting the development of a robust data and reporting infrastructure that meets the evolving needs of internal stakeholders. This position resides within the Investment and Risk Operations team in Venerable's Risk department. Venerable is currently working in a Hybrid Work Model, in the office 3 days/week and remote 2 days/week. This role is based in our West Chester, PA office. Please note that this position is not eligible for visa sponsorship or visa transfers at this time. Primary Responsibilities: Design and implement scalable, automated processes for investment data ingestion, transformation, validation, reconciliation, and reporting to ensure accuracy and efficiency. Contribute to investment data product management, including requirements gathering, user story development, and user acceptance testing (UAT). Participate in product planning and roadmap discussions to align data capabilities with business objectives. Enhance and maintain data infrastructure, including pipelines, models, and centralized repositories, ensuring seamless integration with downstream systems and supporting analytics, reporting, and operational workflows. Monitor and troubleshoot data flows from internal and external sources, analyze exceptions and trends, and implement process and control improvements to strengthen data quality and operational efficiency. Develop and maintain dashboards and reports to support oversight, financial modeling, and strategic decision-making. Serve as a subject matter expert on investment data infrastructure, providing technical guidance and support to team members and stakeholders. Partner with cross-functional stakeholders (Investment Management, Risk, Operations, Financial Risk Management, Accounting, Treasury, Audit, Hedging, Valuation, and Technology) and external vendors (e.g., risk analytics platforms, investment accounting provider) to support investment-related data initiatives. Advance investment data governance by managing data dictionaries, metadata, and process documentation to promote consistency and transparency across the organization. The candidate must possess the following skills and experiences: Undergraduate degree in Finance, Economics, Mathematics, Information Systems, Computer Science, Data Science, or a related field. 5+ years of experience in financial services, including direct experience with investment data management and solution design. Demonstrated ability to design and optimize business processes and tools to improve workflow efficiency, reduce manual effort, and mitigate risk. Proficiency in SQL, with a strong preference for experience working with large datasets and database design. Proven ability to support product management processes, including requirements gathering and user acceptance testing (UAT). Experience with data transmission, loading, reconciliation, reporting, and downstream integration. Advanced Microsoft Excel skills, including experience with complex formulas, pivot tables, and data analysis tools. Familiarity with investment instruments and financial markets, particularly fixed income and risk analytics. Strong analytical, critical thinking, and problem-solving skills with a high level of attention to detail. Ability to work independently and collaboratively in a cross-functional, fast-paced environment. Ability to manage competing priorities and meet deadlines. Preferred skills and Qualifications: Familiarity with data pipeline architecture and hands-on experience with cloud platforms, particularly Amazon Web Services (AWS). Experience with data visualization and reporting tools, particularly Power BI. Programming experience in Python, R, or similar languages. Experience with analytics, financial, or investment accounting platforms such as Blackrock Aladdin, Factset, or Clearwater. Strong communication and interpersonal skills to engage effectively with internal teams and external partners. Experience with Agile methodologies and tools. CFA designation or progress toward it. #LI-MB1 Venerable Values: Every position at Venerable has responsibility for living out the company's values as described here: We are Courageous - We think critically, ask "why?" and seek out creative solutions. We are Curious - We take calculated risks, learn from out failures, and challenge traditional ways of thinking. We are Connected - We are connected to each other, our customers and our community. Please note: The use of AI tools (such as ChatGPT or similar platforms) during interviews is not permitted without the prior approval of Venerable, as the use of such tools may interfere with company confidentiality, misrepresent a candidate's skills and experience or otherwise conflict with Venerable's hiring policies. If you are selected for an interview and a reasonable accommodation is needed, please notify the Venerable Human Resources recruiter aligned to the open position in which you are interviewing for. If Venerable, in its sole discretion, determines that AI is being used during an interview without prior approval, Venerable reserves the right to end the interview early and/or disqualify a candidate.
    $110k-175k yearly est. Auto-Apply 60d+ ago
  • Senior Equity Analyst

    Motional

    Finance consultant job in Pittsburgh, PA

    We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. Assist with audits, modeling and board reporting related to equity compensation Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company Excellent attention to detail and strong organizational skills Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations Proficiency with equity platforms such as Shareworks Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes Ability to handle sensitive information with confidentiality and discretion Strong communication skills, with the ability to explain equity topics to stakeholders Familiarity with deferred compensation, 409A and private company equity best practices a plus CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston or Pittsburgh to support collaboration. The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more. Salary Range$109,000-$142,000 USD Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more. Our journey is always people first. We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move. Higher purpose, greater impact. We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do. Scale up, not starting up. Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges. Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube. Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.
    $109k-142k yearly 4d ago
  • Senior Investment Analyst - Equity

    Federated Hermes, Inc.

    Finance consultant job in Pittsburgh, PA

    * Bachelor degree required; MBA or CFA preferred * Minimum of six years of experience as an Equity Analyst required * Experience leading/mentoring junior analysts helpful * Comprehensive, in-depth equity analysis experience in the industrial sector required; Experience in the materials sector helpful * Excellent research knowledge, analysis and decision-making skills required * Proven track record of strong performance and proven judgment in the field of securities analysis required * Broad knowledge of macro/industry data related to the Industrial sector required * Excellent written and oral communication skills * Advanced computer skills including Microsoft Word and Excel, Bloomberg/Factset required MAJOR DUTIES: * Conduct on-going independent, in-depth and complex research and analysis of equities in the industrial sector and other sectors as needed in order to provide detailed recommendations to the Portfolio Managers. * Interview management of companies, meet with Wall Street analysts, initiate, perform, and maintain in-depth research and analysis of stocks within the Industrial and Materials sectors as well as other sectors as needed to provide high quality recommendations. The investment analysis will include financial statement analysis, financial modeling, comparable company analysis as well as assessment of industry, currency, political, and macroeconomic trends. * Utilize analysis to formulate investment ideas and clearly articulate (verbal and written) to portfolio managers for inclusion in portfolios. This includes generating and diligently communicating value-added buy, sell, and hold recommendations in a written and standardized format on individual securities and other information relevant to the portfolio. * Stay current on industry trends, new technologies, regulatory changes, and company specific issues. Sources include, but not limited to, industry conferences/seminars, industry publications, public documents, trade journals, C-Suite management interviews, and Wall Street analysts. * Review analyst, company, and industry reports and participate on earnings calls. * Participate in investment meetings within the firm. HOURS/LOCATION: * 8:30 a.m. - 5:00 p.m. (overtime as required) * Federated Hermes Tower - Pittsburgh, PA 15222 * Hybrid work arrangement
    $92k-155k yearly est. 15d ago
  • Financial Experience Advisor Level II - Robinson Twp

    Clearview Local School District 4.1company rating

    Finance consultant job in Robinson, PA

    Description Your MissionBe the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller job, it's a career that makes a difference. What You'll Do Perform vault duties and keyholder responsibilities Educate members on Clearview's products & services Solve financial needs with smart, tailored solutions Build strong relationships, in person and by phone Assist with accounts, loans, transactions, and digital tools Represent Clearview at community and charity events What You Bring 6+ months vault and keyholder experience required Excellent communication & relationship-building skills Advanced knowledge of financial products and lending Demonstrated cross-selling skills Quick learner, detail-oriented, open availability Driven by empathy, integrity, and growth Why Join UsAt Clearview, we're all about people helping people. You'll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day. Working Hours: Scheduled during the following hours of operation: Monday - Thursday: 9am - 5pm Friday: 9am - 6pm Saturday: 9am - 2pm Apply today and start making lives better, one member at a time. We're proud to be an Equal Opportunity Employer. Diversity fuels our success.
    $33k-57k yearly est. Auto-Apply 60d+ ago
  • Summer 2026 Corporate Finance Intern

    First National Bank of Pennsylvania 4.5company rating

    Finance consultant job in Pittsburgh, PA

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future. No Corporate Housing Provided. Application Deadline: October 17, 2025. Internship Overview/Summary: The purpose of this internship is to assist with executive decision making by analyzing and reporting on a particular segment(s) within the corporation. This would include commercial and consumer banking, investor reporting, data analytics, and various support areas within the bank. You will gain knowledge of how a bank operates and have exposure to both the balance sheet and income statement while gaining an understanding of the main income and expense drivers of the business. You will have the opportunity to apply your knowledge of business and finance to real world scenarios within our corporation. Throughout this experience you will gain practical, challenging and meaningful on-the-job work experience with anorganization who is continuously recognized as a Top Workplace and Best Place to Work. Internship Duties and Responsibilities: Performing data analysis in response to a specific business question Presenting results of analysis using sound written and oral communication skills Provides analytical support to the finance team by performing ad hoc financial and statistical analysis Requires a highly analytical thought process; at times will be working with large amounts of data Creating financial and management reporting and variance analysis Displays teamwork; working well with others to achieve goals Ability to lead and follow with effectiveness; willing to voice opinion and ask questions Spend time interacting with other FNB business partners which may include: Retail, Commercial, Private Banking, Treasury Management, Wealth/Brokerage, Mortgage and Insurance Participate and attend FNB related events/trainings that are scheduled for all Summer Interns Learning Objectives: Our internship programs are designed to ensure you gain valuable skills in your field of study while providing networking opportunities with professionals throughout the organization. Over the course of the internship period you will: Gain hands-on experience working for a dynamic and innovative organization while learning about the financial services industry Work directly with assigned business leaders and professionals on various projects and assignments Have the opportunity to participate in networking events and meetings Have the opportunity to participate in corporate training opportunities to furthur aid in your professional development Position Title: Intern Business Unit: Multiple Reports To: Varies Based on Assignment Position Overview: As an intern at F.N.B., you have the opportunity to experience daily what you learned in your finance or economics classes, see how banks work satisfying the needs of businesses and consumers, enhance leadership skills working with high-performing executives, learn the skills that differentiates F.N.B in the marketplace, understand interest rates and other key financial drivers, acquire credit skills key to portfolio health and learn complex regulatory compliance issues and more. Possible positions include key support areas such as Finance, Marketing, HR, Project Mgmt. and Accounting. Primary Responsibilities: Learn aggressively: Be open to new ideas and concepts, ask questions and be intellectually curious. Opportunities are based on assigned department, possible examples include organizational structures, business etiquette, interpersonal/conflict resolution/sales/negotiation skills, industry information, products and services and functional responsibilities for various Bank departments. Analyze: Improve the quality of decision making by doing appropriate and thorough analysis. Potential examples are based on the department assigned but can include pricing decisions, financial analysis, qualitative analysis, credit risk mitigation, identifying borrowing needs, project timelines and marketing plans. Communicate well: Deliver information in a clear, logical and effective manner. Convey information both in writing and orally. Flex style to effectively communicate in one-on-one, small group and large-group settings. Possible examples include business meetings, sales calls, training sessions, email communication and conference calls. Display Teamwork: Work well with others to achieve group goals. Willing to leverage the experiences of members to generate improved results and maximum performance. Lead and follow with effectiveness. Willing to voice dissent and ask difficult questions. Listen, to learn. Examples include department or Intern projects. Get Results: Be accountable, responsible for the output of one's effort. Willing to manage risk while pursuing innovative solutions or techniques. Flexible to change course to improve outcomes and results. Understand the criticalness of quality-output. Meet deadlines, getting things done on time and under budget. Possible examples will be numerous in virtually every department in the Bank. Compliance/Integrity: Understand and follow all company policies and procedures. Meet all relevant legal and regulatory requirements. Complete required trainings and course work in a satisfactory manner and on time. Complete project assignments in conjunction with rotations and work with appropriate oversight to complete. Learn to accomplish objectives by developing and prioritizing actions steps and establishing and communicating the work plan to the appropriate participants. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 0 Special Skills: Needs to be officially enrolled in an undergraduate bachelor program with a major in areas such as Finance, Accounting, Marketing or Information Technology Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $37k-43k yearly est. 1d ago
  • Sr Investment Analyst

    Federated Hermes, Inc.

    Finance consultant job in Pittsburgh, PA

    * Bachelor's degree required; MBA preferred * CFA preferred * Minimum of 1 years of investment, fixed income or equity valuation analysis experience required, 3 years' experience preferred; investment grade and/or high yield preferred * In depth knowledge of assigned product area and broad knowledge of the financial industry required. * Solid accounting and finance experience required * Proficiency with Excel, Word and Bloomberg required MAJOR DUTIES: This position performs in-depth research and analysis for assigned investment sector in support of strategies and policy guidelines. * Conduct on-going independent, in-depth, and complex corporate credit analysis to provide quality recommendations for asset allocations. * Create and maintain detailed issuer financial models and quantitative decision-making models. * Provide buy, sell, and hold recommendations. * Develop and maintain working rapport with external analysts and other industry sources. * Participate in public presentations and internal teach-ins as required. * Maintain on-going and frequent communications with the traders. * Perform other related duties as assigned. HOURS/LOCATION: * 8:30 a.m. - 5:00 p.m. (Overtime as required) * Federated Hermes Tower / hybrid work environment - Twenty-sixth floor EXPLANATORY COMMENTS: * Excellent interpersonal and communication skills with ability to work in a team environment * Solid work ethic with superior analytical skills and the ability to multitask * Seasoned and proven judgment in the field of securities analysis * Travel may be required on occasion
    $92k-155k yearly est. 12d ago
  • Financial Experience Advisor - Monroeville

    Clearview Local School District 4.1company rating

    Finance consultant job in Pittsburgh, PA

    Description Your MissionBe the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you'll deliver top-tier service with a personal touch. This is more than a teller job, it's a career that makes a difference. What You'll Do Educate members on Clearview's products & services Solve financial needs with smart, tailored solutions Build strong relationships, in person and by phone Assist with accounts, loans, transactions, and digital tools Represent Clearview at community and charity events What You Bring 6+ months of customer service or financial experience Great communication & relationship-building skills Knowledge of financial products and lending a plus Quick learner, detail-oriented, open availability Driven by empathy, integrity, and growth Why Join UsAt Clearview, we're all about people helping people. You'll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day. Starting Pay Rate$20 per hour Working Hours:Scheduled during the following hours of operation: Monday- Thursday: 9am- 5pm Fridays: 9am- 6pm Saturday: 9am - 2pm Apply today and start making lives better, one member at a time. We're proud to be an Equal Opportunity Employer. Diversity fuels our success.
    $20 hourly Auto-Apply 60d+ ago
  • Financial Advisor

    First National Bank of Pennsylvania 4.5company rating

    Finance consultant job in Harrisburg, PA

    Primary Office Location:409 North 2nd Street. Harrisburg, Pennsylvania. 17101.Join our team. Make a difference - for us and for your future. Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for supporting the Bank's business plan and established goals through customary activity including outside calls to current and potential customers.The incumbent provides the highest quality service to every customer. Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers' individual financial needs and supplying the appropriate product.Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products. Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail. Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing. Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Life/Health and FINRA Series 7 and 63 & 65 or S66. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $33k-39k yearly est. 2d ago

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