across daily trades, positions, cash, shareholder trade processing and corporate actions. The Portfolio Operations Analyst will work within Investment Operations supporting Trading and Investment Management. Responsibili…
Finance & Accounting · Philadelphia, PA
Investment Analyst jobs in Philadelphia, PA
Investment analysts research securities, funds, or deals to support buy and sell decisions. They build valuation models, monitor markets and portfolios, and write up recommendations for portfolio managers.
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$37–$99/hr
Typical pay range
$124k
Median, full-time
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We have an exciting Talent Acquisition Partner role open supporting salary roles for Aramark Healthcare +. The Talent Acquisition Partner is responsible for recruiting entry level and management talent for our healthcare…
$150k - $170k
exclusive authority and full powers to control and manage the Plan’s investments (“Fund”). Job Description Position Summary The... ...or master’s in finance) is preferred. Chartered Financial Analyst (CFA) designation, C…
$72k - $92k
Our client, an insurance company based in Philadelphia, is hiring an Actuarial Analyst to support pricing, reserving, and risk assessment functions within its property and casualty division. This role works closely with…
Bring your drive for excellence, teamwork, and customer commitment to Independence. Join us as we renew and reimagine the future of health care. Together, we will achieve our mission to enhance the health and well-being…
Syzygy Integration is excited to add a Financial Analyst to our growing team in Conshohocken, PA. The Financial Analyst is not just a “number cruncher” — they are the bridge between finance, program management, and busin…
committed, empowered, learning-oriented people to join our team. We are seeking a strategic and detail-oriented Senior Financial Planning Analyst to lead critical expense allocation processes, deliver actionable insights…
impactful career. Guy Carpenter is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual rev…
Bring your drive for excellence, teamwork, and customer commitment to Independence. Join us as we renew and reimagine the future of health care. Together, we will achieve our mission to enhance the health and well-being…
We are looking to identify a Transactional Corporate M&A Associate Attorney to join our client's growing corporate practice. This is a strong opportunity for an attorney looking to deepen their experience in middle-marke…
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What investment analysts earn in Philadelphia
Hourly first — that's how the offer arrives
| Experience | Hourly | Annual, full-time |
|---|---|---|
| Entry level | $37–$50 | $76k–$103k |
| Mid level | $50–$70 | $103k–$146k |
| Senior | $67–$99 | $140k–$205k |
Adjusted for the Philadelphia market from national ranges.
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What employers ask for
The skills these listings keep naming
Valuation (DCF, comps)Financial statement analysisExcel modelingBloomberg or FactSetIndustry researchWritten investment memosPortfolio monitoringPython or SQLPresenting a thesis
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Interview questions worth rehearsing
With the thing the interviewer is actually listening for
Pitch me a stock or investment idea.
Have one ready with a clear thesis, valuation support, catalysts, and the main risk to your view. Be prepared to defend it under pushback without getting rattled.
Walk me through a DCF.
Move cleanly through free cash flows, discount rate, and terminal value, then note the assumptions the output is most sensitive to. Fluency signals practice.
How do you evaluate whether a company's earnings are high quality?
Mention cash conversion, accruals, one-time items, and revenue recognition choices. Show you read the footnotes, not just the headline number.
Tell me about a call you got wrong.
Own it plainly: what your thesis missed, when you recognized it, and how it changed your process, such as adding a disconfirming-evidence check.
What is your view on the current market environment?
Have an informed, hedged view tied to data — rates, earnings trends, valuations — and acknowledge the counterargument. Curiosity beats bravado.
How do you monitor positions after the initial recommendation?
Describe tracking the thesis, not just the price: key metrics per position, alerts on filings and guidance, and predefined conditions for revisiting the call.
Why this asset class and this firm?
Connect your genuine interest to the firm's strategy and show you know what they hold or invest in. Specific research into the firm reads as seriousness.
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Resume tips that move the needle
For investment analysts specifically — generic advice costs you here
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Show real analysis output: number of companies covered, memos written, or models built, and the sectors involved.
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If you can, cite a recommendation and its outcome with honest framing, including your role in the decision.
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Name your data stack — Bloomberg, FactSet, Capital IQ, Python — since desks expect immediate tool fluency.
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State CFA progress prominently; it is the most-screened credential in investment roles.
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Include a personal research habit, like a tracked paper portfolio or published write-ups, if your professional record is thin.
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Where this role goes
Typical progression
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Investment Analyst
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Senior Investment Analyst
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Associate Portfolio Manager
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Portfolio Manager
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