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senior investment analyst Pennsylvania

15 senior investment analyst jobs found

Guardian
04/11/2026  
Business Analyst DI & Executive Benefits
The Business Analyst, DI and Executive Benefits, supports strategy execution and initiative governance by translating strategic direction into clear plans, prioritized initiatives, and leadership‑ready insights. This role partners cross‑functionally with Product, Finance, Legal, Distribution, Marketing, and Technology to coordinate planning activities, track progress, and ensure alignment between enterprise strategy, DI and Multi‑Life priorities, and funded initiatives. The analyst maintains strategy roadmaps and initiative portfolios, prepares executive materials and dashboards, documents decisions and trade‑offs, and monitors risks, dependencies, and performance metrics to enable informed leadership decisions and disciplined execution. You are A structured, detail‑oriented business analyst who helps leaders turn strategy into action. You are comfortable working across multiple teams, pulling together data, assumptions, and inputs to support planning, prioritization, and...
Guardian Bethlehem, PA Full Time
The Hartford
04/11/2026  
Investment Data Analyst
Data Analyst - 87IB6E We’re 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 opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Overview of the role: The primary duties of the Investment Data Analyst is to drive and enhance data automation within Hartford Funds Investment Management Group. The Investment Analyst must achieve and maintain an expert knowledge of the firm’s product line and the Asset Management Industry. The successful candidate will possess the capacity to leverage a deep industry knowledge with a strong analytical background. The role will focus on centralizing all consumable data required by the team, which will contribute to maintaining a high level of data consistency and accuracy across the team and firm. In addition, the candidate should be a nimble learner...
The Hartford Wayne, PA Full Time
Guardian
04/11/2026  
Fraud & Investigations Advisor
Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a resolute motivated individual to join our team as a Fraud & Investigations Advisor. This role is responsible for investigating potential cases of fraud across a wide array of business units and insurance products. The investigator will provide advice and counsel to business partners and assist with the completion of proactive risk assessments, including supporting the implementation of any necessary action plans or anti-fraud controls.  The Investigator will be expected to work in the office at least three days each week and to develop an understanding of anti-money laundering (AML) policies and procedures.  You will Conduct investigations from start to finish, including situations involving confidential complex and time-sensitive issues.  Perform investigations with due regard to the company's...
Guardian Bethlehem, PA Full Time
The Hartford
04/11/2026  
Strategic Relationship Management Lead Account Manager
Retail National Accounts Mgr - 86SN3E We’re 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 opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Overview of the role: Hartford Funds is seeking an experienced Lead Account Manager to serve as the primary strategic owner of several of our most significant wealth management relationships. This role focuses on strengthening long‑term partnerships, supporting sustained growth, and ensuring Hartford Funds remains a trusted, well‑positioned partner across complex organizations. The Lead Account Manager will play a key role in coordinating enterprise‑level engagement across assigned accounts, aligning Hartford Funds’ investment capabilities with partner firm priorities, and supporting consistent execution across the organization. In this...
The Hartford Wayne, PA Full Time
CorVel
04/01/2026  
Administrative Assistant II
The Administrative Assistant performs diverse administrative responsibilities for various levels of staff within the company. This position coordinates various projects and prepares reports and information which may be of a highly confidential and critical nature, supporting the goals of local management, and of CorVel.  This is a hybrid role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Answers phone calls Handles inquiries appropriately May open, read, prioritize, route and distribute incoming mail or other materials May coordinate, schedule, and maintain event calendars, including travel arrangements, customer appointments, meetings, conference calls, and room reservations Organizes and maintains document storage May create and prepare presentations, memos, reports, correspondence and miscellaneous projects May assist in basic accounting functions Additional duties as assigned   KNOWLEDGE & SKILLS: Excellent...
CorVel Pittsburgh, PA Full Time
Global Atlantic Financial Group
03/30/2026  
Entry level Sales Consultant
About Global Atlantic  Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com .  Position Overview This is a high-visibility entry point into a long-term sales career within financial services. As a Sales Consultant, you’ll be on the front line supporting financial advisors and brokers, responding to inbound inquiries and delivering clear, accurate guidance on our retirement product...
Global Atlantic Financial Group Wayne, PA Full Time
WSFS Bank
03/25/2026  
Commercial Banking Relationship Manager
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank is currently seeking a Relationship Manager for our Commercial & Industrial (C&I) group.  The Relationship Manager manages commercial banking relationships for companies with annual sales typically between $5-$150MM+ total exposures of $5-30M.  Companies will primarily be family-owned but also PE-owned, and the incumbent...
WSFS Bank Berwyn, PA Full Time
Global Atlantic Financial Group
03/22/2026  
Sales Consultant
About Global Atlantic  Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com .  Position Overview This is a high-visibility entry point into a long-term sales career within financial services. As a Sales Consultant, you’ll be on the front line supporting financial advisors and brokers, responding to inbound inquiries and delivering clear, accurate guidance on our retirement product...
Global Atlantic Financial Group Wayne, PA Full Time
WTW
03/15/2026  
Manager, Strategic Finance
The Role   Join WTW’s Strategic Finance team to shape WTW’s long‑range strategy, investments, and M&A opportunities by advising senior leaders with clear, impactful financial analysis.    The Strategic Finance team is a part of WTW’s Global Financial Planning & Analysis (FP&A) organization, reporting to the Senior Director, Strategic Finance & Change Initiatives. The role sits in the intersections of Strategy, M&A, FP&A, and Transformation and you will continue to help shape this high-performing, cross-functional team. You are the designated financial expert in assessing investments, M&A, and transformation opportunities and you will be hands-on in developing business cases, leading change initiatives, and communicating results to senior stakeholders in a way they can understand ‘where value may be coming from and where there may be risk or opportunities.’   The ideal candidate will bring strong financial acumen, exceptional financial...
WTW Philadelphia, PA Full Time
The Hartford
03/08/2026  
Sr. Learning Consultant
HR Consultant - 87HG5E We’re 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 opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Senior Learning Consultant at Hartford Funds serves as a strategic partner and enterprise program leader responsible for designing, leading, and evolving learning solutions that build critical capabilities, accelerate performance, and support organizational priorities. This role operates at a consultative level, partnering closely with HR leaders, business executives, and subject matter experts to translate business strategy into scalable, innovative learning programs. The Senior Learning Consultant leads complex, enterprise‑wide learning initiatives across leadership development, professional skills, onboarding, and emerging capability areas such as...
The Hartford Wayne, PA Full Time
WSFS Bank
02/23/2026  
Senior Relationship Manager - Middle Market Banking
Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose The Senior Relationship Manager (“RM”) is responsible for managing a portfolio of Middle Market clients, e.g., companies with annual sales typically between $20-250MM+ and total exposures of $10-80MM+.  The incumbent will retain and expand existing Middle Market relationships, as well as sourcing new commercial relationships via systematic...
WSFS Bank Philadelphia, PA Full Time
Reliance Matrix
02/03/2026  
Manager, Investment Accounting
Job Responsibilities and Requirements The Manager, Investment Accounting is also responsible for the supervision and review of the month-end, quarter-end, and year-end close processes, including statutory and GAAP deliverables across all companies for which assets are managed.  Responsibilities also include review of income, gains, and positions for an investment portfolio containing fixed income, equity, and alternative investment holdings.  Serves as a key point of contact for financial reporting team, investment managers, external client stakeholders, and external / internal auditors.  The Manager, Investment Accounting will also serve as a resident expert in respective GAAP and statutory guidance, providing assistance with appropriate disclosures and accounting treatment for various asset classes and investment strategies, and ensuring that new accounting pronouncements are understood and implemented correctly. The Manager, Investment Accounting is responsible for...
Reliance Matrix Philadelphia, PA Full Time
CorVel
01/13/2026  
Medical Only Claims Specialist
The Medical Only Claims Specialist manages non-complex and non-problematic, medical only claims and minor lost-time workers’ compensation claims under close supervision, supporting the goals of claims department and of CorVel.  This is a remote position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgement of the claim Determines the validity and compensability of the claim Establishes reserves and authorizes payments within established reserving authority limits Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as necessary Additional duties as assigned   KNOWLEDGE & SKILLS: Excellent customer service skills Excellent written and verbal communication skills Fast learner; develops knowledge and understanding of...
CorVel Norristown, PA Full Time
CorVel
12/30/2025  
Claims Specialist
The Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel.  This is a remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex and non-problematic medical only claims and minor lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as...
CorVel Norristown, PA Full Time
The Hartford
12/14/2025  
Investment Management Attorney
Counsel - 87LA4E We’re 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 opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              “Hartford Funds” is the marketing name for Hartford Funds Management Group, Inc. and its subsidiaries, which include two registered investment advisers, a broker-dealer, and a transfer agent.  Hartford Funds is the sponsor of the Hartford Funds Family of Funds (the “Funds”), which is a suite of mutual funds, exchange-traded funds, and non-exchange listed closed-end funds.  Hartford Funds also manages 529 college savings plans and separately managed account model portfolios.  As of November 30, 2025, Hartford Funds had approximately $155 billion in assets under management. Opportunity :  Hartford Funds is seeking a mid-level investment management attorney (5+...
The Hartford Wayne, PA Full Time

 

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