Top Entry Level Finance Jobs in Philadelphia, PA

The Merrill Financial Solutions Advisor works with high-net worth clients to identify their financial needs, develop relationships, and provide tailored investment recommendations. They leverage technology for business growth, prioritize client requests, and collaborate with financial advisor teams to meet financial targets and promote portfolio growth.

This Accountant position involves performing period end close activities, analyzing financial data, and preparing financial reports. Responsibilities include preparing journal entries, managing day-to-day transactions like invoicing and cash disbursements, compiling financial information, and resolving billing issues. The role will also require collaboration with managers and other departments to improve accounting processes and assist with audits.

The Performance Conversion Associate will support Choreo's Platform Management team in converting performance data from various portfolio accounting systems to Black Diamond. Responsibilities include data migration, quality assurance, troubleshooting discrepancies, collaboration with internal teams, maintaining documentation, and recommending process improvements.