Financial Analyst Jobs in Exton, PA
A Financial Analyst in the banking industry is responsible for examining financial data, analyzing trends, preparing reports, and making recommendations based on their findings. They provide guidance to businesses and individuals making investment decisions and are responsible for financial forecasting and modeling. The Financial Analyst contributes to the bank's financial planning efforts and helps to manage and mitigate risks. They are expected to understand and explain complex financial concepts and provide insights to both colleagues and clients.
Important skills for a Financial Analyst include strong analytical and problem-solving skills, excellent numerical proficiency, good communication skills, and knowledge of financial software and databases. They should have a strong understanding of financial markets and banking regulations. Relevant certifications such as Certified Financial Analyst (CFA), Certified Management Accountant (CMA) or Certified Public Accountant (CPA) are highly valued. Prior to becoming a Financial Analyst, a person might have roles such as Finance Intern, Junior Financial Analyst, or Financial Advisor.
- Oaks, PA (11 miles from Exton, PA)
- 4 days ago
- Oaks, PA (11 miles from Exton, PA)
- 4 days ago
Oaks, PA 4 DAYS AGO 21694615 Summary Oaks, PA Competitive Salary 2 Years Experience High school graduate or equivalency certificate (GED) No Commisssion 40.00 hours per week / Day Shift /Full-Time...
Quantitative Financial Analyst
- Wilmington, DE (22 miles from Exton, PA)
- 6 days ago
- Wilmington, DE (22 miles from Exton, PA)
- 6 days ago
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Senior Investment Analyst - Alternatives
- Berwyn, PA (9 miles from Exton, PA)
- 6 days ago
- Berwyn, PA (9 miles from Exton, PA)
- 6 days ago
Envestnet is seeking a Senior Investment Analyst - Alternatives to join our PMC Research department. Envestnet is transforming the way financial advice is delivered through its connected...
Senior Investment Analyst - Private Asset Team
- Oaks, PA (11 miles from Exton, PA)
- 7 days ago
- Oaks, PA (11 miles from Exton, PA)
- 7 days ago
At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their...
Financial Analyst - Cash Management
- Blue Bell, PA (20 miles from Exton, PA)
- 8 days ago
- Blue Bell, PA (20 miles from Exton, PA)
- 8 days ago
We are seeking a detail-oriented Financial Analyst to join our Cash Management team....
- Phoenixville, PA (10 miles from Exton, PA)
- 15 days ago
- Phoenixville, PA (10 miles from Exton, PA)
- 15 days ago
Immediate need for a talented Financial Data Analyst. This is a 04+months contract opportunity with long-term potential and is located in Phoenixville, PA (Hybrid). Please review the job...
Senior Portfolio Analyst -- Investment Management
- West Chester, PA (3 miles from Exton, PA)
- 20 days ago
- West Chester, PA (3 miles from Exton, PA)
- 20 days ago
Chartered Financial Analyst or progress towards CFA designation or Actuarial designation a plus Well versed with Microsoft applications, particularly Excel and Powerpoint #LI-DP1 Venerable Values: Every...
- King of Prussia, PA (13 miles from Exton, PA)
- 21 days ago
- King of Prussia, PA (13 miles from Exton, PA)
- 21 days ago
King of Prussia, PA 3 DAYS AGO 21637563 Summary King of Prussia, PA Competitive Salary 1 Years Experience Bachelor's degree No Commisssion 40.00 hours per week / Day Shift /Full-Time Description...
Financial Planning Analyst (Chemical Manufacturing)
- Wayne, PA (12 miles from Exton, PA)
- 30+ days ago
- Wayne, PA (12 miles from Exton, PA)
- 30+ days ago
As the financial analyst for Supply Chain Services and Operations, support the development of the operational and financial strategy of the functions with the functional leaders, segment global leadership...
Senior Financial Planning Analyst (Chemical Manufacturing)
- Wayne, PA (12 miles from Exton, PA)
- 30+ days ago
- Wayne, PA (12 miles from Exton, PA)
- 30+ days ago
Assume a leadership role in various cross-functional initiatives including, but not limited to, working capital management with a focus on optimizing accounts receivable/credit, inventories and accounts...
Equity Analyst Internship: Summer 2026
- Bala Cynwyd, PA (21 miles from Exton, PA)
- 30+ days ago
- Bala Cynwyd, PA (21 miles from Exton, PA)
- 30+ days ago
Overview As a Summer Analyst on Susquehanna's Equity Research team, you will be partnered with our senior analysts and traders to assist in identifying investment opportunities in the equity and...
Sr. Portfolio Analyst - Onsite
- Fort Washington, PA (23 miles from Exton, PA)
- 60+ days ago
- Fort Washington, PA (23 miles from Exton, PA)
- 60+ days ago
Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications. We deliver on this mission by empowering...
- Bryn Mawr, PA (16 miles from Exton, PA)
- 60+ days ago
- Bryn Mawr, PA (16 miles from Exton, PA)
- 60+ days ago
Bryn Mawr College has an opening for a Budget Analyst. Reporting to the Associate Provost for Administration, the Budget Analyst supports the financial and administrative operations of the...
Demographic Data for Exton, PA
Moving to Exton, PA? Find some basic demographic data about Exton, PA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Exton, PA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Exton, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Presentation
- Visual Basic for Applications
- Investment Analysis
- Acquisitions
- Commercial Real Estate
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Quantitative Analysis
- Fixed Income
- Equity Research
- Asset Allocation
- Education Experience
- Equities
- Bloomberg Terminal
- FactSet
- Financial Services
- Balance Sheets
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Variance Analysis
- Financial Planning and Analysis
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Asset Management
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Risk Management
- Finance
- Strategy Development
- Decision Making
- Analytical Skills
- Auditing
- Accounting
- Written Communication
- Documentation
- Data Analysis
- Budgeting
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Microsoft PowerPoint
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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