Financial Analyst Jobs in Souderton, 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.
Business Transformation Portfolio Analyst, Group Benefits
- Bethlehem, PA (20 miles from Souderton, PA)
- 3 hours ago
- Bethlehem, PA (20 miles from Souderton, PA)
- 3 hours ago
Business Transformation Portfolio Analyst, Group Benefits Guardian Life Insurance Company - 3.6 Bethlehem, PA Job Details Full-time $67,450 - $110,815 a year 14 hours ago Qualifications Jira SAFe...
- Radnor, PA (16 miles from Souderton, PA)
- 13 days ago
- Radnor, PA (16 miles from Souderton, PA)
- 13 days ago
Description: Could you be our next Portfolio Analyst in Radnor, PA (Hybrid)? Position: Portfolio Analyst Shift: Day shift. In-office presence: 1-2 days per month. Why work as a Portfolio Analyst...
- Wayne, PA (16 miles from Souderton, PA)
- 19 days ago
- Wayne, PA (16 miles from Souderton, PA)
- 19 days ago
POSITION OVERVIEW: The FP&A Analyst will be responsible for developing and executing the delivery of a suite of operational and financial reporting to support bringing transparency into key...
Investment Analyst - Fixed Income & Multi-Asset
- Wayne, PA (16 miles from Souderton, PA)
- 23 days ago
- Wayne, PA (16 miles from Souderton, PA)
- 23 days ago
Mgr Research Analyst - 87V26E Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every...
MSIM- Private Equity Solutions- Investment Analyst
- Conshohocken, PA (15 miles from Souderton, PA)
- 30+ days ago
- Conshohocken, PA (15 miles from Souderton, PA)
- 30+ days ago
Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm, with more than 40 years of history, a presence in 24...
- Villanova, PA (17 miles from Souderton, PA)
- 30+ days ago
- Villanova, PA (17 miles from Souderton, PA)
- 30+ days ago
Posting Details (Default Section) Posting Number: 20254320S Position Title: Investment Analyst Position Type: Staff Location: Villanova, PA Recruitment Type: Internal/External Applicants Work...
Sr. Investment Analyst - Fixed Income
- Radnor, PA (16 miles from Souderton, PA)
- 30+ days ago
- Radnor, PA (16 miles from Souderton, PA)
- 30+ days ago
Alternate Locations: Radnor, PA (Pennsylvania); Greensboro, NC (North Carolina) Work Arrangement: Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace....
Investment Analyst - Direct Hire - New Opening!
- Bethlehem, PA (20 miles from Souderton, PA)
- 30+ days ago
- Bethlehem, PA (20 miles from Souderton, PA)
- 30+ days ago
Allied Personnel Services is seeking candidates for an Investment Analyst opening! This direct hire opportunity offers the chance to work for a progressive, growing company that prides themselves...
Growth Equity Investment Analyst Internship: Summer 2026
- Bala Cynwyd, PA (20 miles from Souderton, PA)
- 30+ days ago
- Bala Cynwyd, PA (20 miles from Souderton, PA)
- 30+ days ago
Overview As a Growth Equity Investing Summer Analyst, you will work closely with our senior deal professionals at every stage of the investment process, from company sourcing to deal execution....
- Bethlehem, PA (20 miles from Souderton, PA)
- 30+ days ago
- Bethlehem, PA (20 miles from Souderton, PA)
- 30+ days ago
Investment Analyst Location: Bethlehem, PA General Position Summary: Provide internal servicing and performance reporting for institutional and high net worth private clients while providing...
Asset Management Analyst or Associate
- Bryn Mawr, PA (18 miles from Souderton, PA)
- 30+ days ago
- Bryn Mawr, PA (18 miles from Souderton, PA)
- 30+ days ago
leasing assumptions and capital projects Monitor budgets in real-time and ensure compliance Review and understand variance reports Manage asset liquidity and cash flow forecasts Prepare and distribute lender...
Data Integration Investment Analyst
- Radnor, PA (16 miles from Souderton, PA)
- 45+ days ago
- Radnor, PA (16 miles from Souderton, PA)
- 45+ days ago
Alternate Locations: Radnor, PA (Pennsylvania) Work Arrangement: Hybrid/Common Days+ : Work 2-3 days a week in a Lincoln office with a designated workspace. Relocation assistance: is not available...
- Exton, PA (24 miles from Souderton, PA)
- 60+ days ago
- Exton, PA (24 miles from Souderton, PA)
- 60+ days ago
We are seeking a Financial Analyst to join the Finance team. This role reports to our VP of FP&A and is based in our corporate headquarters in Exton, PA....
Demographic Data for Souderton, PA
Moving to Souderton, PA? Find some basic demographic data about Souderton, PA below.
Financial Analyst Online Courses and Training Opportunities
Salary for Financial Analyst Jobs in Souderton, PA
Required or preferred licenses and certifications for Financial Analyst positions.
Highest Education Level
Financial Analysts in Souderton, PA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Financial Analyst position
- Modeling
- Asset Management
- Presentation
- Investment Analysis
- Flexibility
- Implementation
- Budget Planning
- Private Equity
- Budget Analysis
- Budgets
- Budget Preparation
- Quantitative Analysis
- Fixed Income
- Equity Research
- Asset Allocation
- Financial Forecasting
- Equities
- Bloomberg Terminal
- Commercial Banking
- Cash Forecasting
- Private Banking
- Financial Services
- Corporate Finance
- Capital Markets
- Balance Sheets
- Valuation
- Variance Analysis
- Investment Banking
- Financial Statements
- Financial Planning and Analysis
- Investment Management
- Financial Planning
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Financial Reporting
- Budget Forecasting
- Forecasting
- Finance
- Strategy Development
- Analytical Skills
- Accounting
- Decision Making
- Prioritizing
- Written Communication
- Auditing
- Documentation
- Collaboration
- Data Analysis
- Budgeting
- Bachelor's Degree
- Reporting
- Regulations
- Microsoft PowerPoint
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Organization
- Scheduling
- Leadership
- Communication Skills
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