• Inventory Analyst

    Robert Half Finance & Accounting (Exton, PA)
    …strategic initiatives . Budgeting & Forecasting . Variance Analysis . Generate periodic asset allocation reports . Maintain knowledge of regulations and policies ... with a financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data. This role will… more
    Robert Half Finance & Accounting (12/11/25)
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  • Financial Planning Analyst

    Robert Half Finance & Accounting (Philadelphia, PA)
    …like Schwab or Fidelity preferred. + Strong understanding of financial markets, asset allocation , tax, and estate planning basics. + Excellent proficiency ... quarterly performance reports. + Monitor and update client investment asset allocations. + Conduct research and due...update client investment asset allocations. + Conduct research and due diligence on investment options, including mutual… more
    Robert Half Finance & Accounting (10/29/25)
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  • Investment Consultant - External Wholesaler

    City National Bank (Harrisburg, PA)
    …Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation , investment research , capital market behaviors, ... travel 40-50% of the time *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and… more
    City National Bank (01/08/26)
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