Financial Analyst

Philadelphia, PA

We are representing a Financial Analyst opportunity with a wealth management firm located in Philadelphia.





  • Responsibilities will include compiling reports on portfolio performance, performing due diligence procedures, and performing quantitative and qualitative analysis over investments
  • Great exposure in this role as the individual will have the opportunity to work closely with the Controller
  • Organization is comprised of dynamic individuals focused on quality, professional development, and positive culture
  • Excellent opportunity for somebody to transition from Accounting to Finance
  • The firm is performing well and continuing to experience growth





  • Bachelor’s degree in Accounting, Finance, Economics, and Mathematics required
  • 1+ years of public accounting or corporate financial analysis experience required
  • Experience in the financial services industry (clients or corporate role)
  • Excellent computer skills, specifically Microsoft Office and Lotus Notes



Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 12/13/2018
Salary $50,000- $70,000

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