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15 cfa jobs at 13 companies in Oregon

2mo
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FIELD SERVICE ENGINEER I (OR) - CFA
Hillsboro, Oregon, United States
FieldFull Time
Murata Machinery USA
Murata Machinery USA: Manufactures and services automated machinery for factories and logistics.
0+ YOEAssociates preferred; 0-2 years technical field service experience in semiconductor or equivalent. Must read schematics, troubleshoot electromechanical systems, use PC applications, hold valid driver's license, and be willing to travel (domestic & international).
Microsoft Office, Microsoft Excel, Windows
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1w
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Lead Advisor, Pacific Northwest - KAR
United States or San Francisco or Seattle or Portland or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
Virtus Investment Partners
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
5+ YOEBachelor’s degree in finance or economics, 5+ years in financial services and wealth advisory client service, strong communication skills, and Series 65/66, CFP, or CFA.
eMoney, Microsoft, Salesforce
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5d
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FInancial Advisor
Vancouver or Portland
$120k-$165k/yr OnsiteFull Time
Aspen Standard Wealth
Aspen Standard Wealth: Holding that acquires and supports independent RIAs.
7+ YOERequires 7–10+ years of client-facing advisory experience, strong relationship and communication skills, and a professional network in the Portland/Vancouver metro area. CFP certification preferred.
CFP, CFA
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1w
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Corporate Development Senior Analyst
Billings or Casper or Sioux Falls or Clive or Bend or Denver or Boise or Spokane or Grant City or Omaha
$91k-$151k/yr HybridFull Time
First Interstate Bank
First Interstate BankNasdaq: FIBK: Provides community-focused commercial, retail, and mortgage banking services.
3+ YOEBachelor's degree in business, finance, accounting, or related field; 3–5 years of related experience; advanced Microsoft Office proficiency; strong analytical skills. CFA preferred.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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2mo
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Portfolio Manager
Portland or Bellevue or Seattle or Mercer Island or Kirkland or Boise or Kenai
$160k-$200k/yr HybridFull Time
Coldstream Wealth Management
Coldstream Wealth Management: Provides financial planning and investment management for affluent clients.
5+ YOECFA designation preferred, Bachelor’s in finance preferred, 5+ years investment management/advisory experience, client-facing skills, experience with Bloomberg, Morningstar, Tamarac, and Microsoft Office/CRM.
Bloomberg, Morningstar, Tamarac, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM software
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1mo
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Senior Financial Analyst
Georgia or Kansas or California or Mississippi or Nevada or South Dakota or Tennessee or Oklahoma or Connecticut or New York or Wyoming or Florida or Montana or Texas or Kentucky or Arkansas or West Virginia or Massachusetts or Louisiana or Alabama or Washington or Virginia or Utah or South Carolina or Pennsylvania or Oregon or North Carolina or New Mexico or New Jersey or Delaware or Missouri or Michigan or Maryland or Iowa or Indiana or Idaho or Nebraska or Wisconsin or New Hampshire or Arizona or Ohio or Minnesota or Colorado or Illinois
$115k-$120k/yr RemoteFull Time
Interior Logic Group
Interior Logic Group: Provides interior design and installation services for residential construction.
5+ YOEBachelor's in Finance or Accounting, 5+ years finance/accounting experience, strong financial modeling and analysis skills, GAAP knowledge, Excel proficiency, SAP experience preferred, CPA/CFA a plus.
Microsoft Excel, SAP
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2mo
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Treasury Advisory Manager/ Senior Manager
Albany or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Austin or Chicago or St. Petersburg or Pittsburgh or Hartford or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or San Francisco or Boston or Denver or Philadelphia or Des Moines or Overland Park or Los Angeles or Walnut Creek or Charlotte or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$80k-$294k/yr OnsiteFull Time
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
5+ YOEBachelor's degree required, 5+ years treasury/consulting/finance advisory experience, strong analytical and communication skills, ability to travel; MBA/MSF or designations (CFA/CPA/FRM/CTP) preferred.
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2mo
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Senior Investment Consultant - Fund Sponsor Consulting Group
Atlanta or Chicago or Denver or Portland or San Francisco or Summit
$150k-$200k/yr HybridFull Time
Callan
Callan: Providing investment consulting and research services to institutional investors.
12+ YOEBachelor's degree required, 12+ years investment consulting experience preferred, CFA/CAIA preferred, strong client relationship, communication, project management, research, and business development skills, willingness to travel.
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3mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
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4w
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Investment Banking Senior Manager
New York or Wisconsin or Texas or Ohio or Washington or Illinois or Florida or Connecticut or Pennsylvania or Missouri or California or North Carolina or Minnesota or Arizona or New Jersey or Colorado or Massachusetts or Iowa or Kansas or Indiana or Virginia or Georgia or Arkansas or Oregon or Tennessee or Michigan
$113k-$338k/yr OnsiteFull Time
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
10+ YOE10+ years leadership in investment banking, 7+ years consulting/program management, Bachelor's degree, experience across trading lifecycle, strong leadership, business development, and experience with Murex or Calypso; CFA preferred.
Murex, Calypso
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2mo
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Senior Wealth Advisor
Tigard, Oregon, United States
$150k-$200k/yr OnsiteFull Time
Mariner Wealth Advisors
Mariner Wealth Advisors: National wealth management firm providing comprehensive financial planning and advisory services.
10+ YOEBachelor's degree, 10+ years relevant experience, Series 65/CFP/CFA required, experience with high-net-worth clients, proficiency with eMoney and MoneyGuide Pro, team leadership and clean U4 required.
eMoney, MoneyGuide Pro
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2mo
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Director of Treasury
Alaska or Alabama or Arkansas or Arizona or California or Colorado or Connecticut or Florida or Georgia or Idaho or Illinois or Indiana or Kansas or Kentucky or Louisiana or Massachusetts or Maryland or Michigan or Minnesota or Missouri or Mississippi or North Carolina or New Hampshire or New Jersey or Nevada or New York or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin or Wyoming
$175k-$210k/yr RemoteFull Time
iFIT
iFIT: Creates interactive fitness software and connected exercise equipment.
7+ YOE5+ MgmtBachelor's in accounting/finance required; 7+ years treasury/finance experience with ≥5 years treasury leadership; experience with ABL/credit agreements, cash forecasting, risk management; CTP/CPA/CFA preferred.
Hyperion, GTreasury, SAP, Microsoft Excel, Microsoft Access, Power BI
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2mo
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Senior Wealth Advisor
Phoenix or New Mexico or Arizona or Oregon or Oklahoma or Las Vegas
$121k-$170k/yr OnsiteFull Time
REDW
REDW: Provides accounting, audit, tax, and specialized business advisory services.
7+ YOEBachelor's degree, 7+ years financial planning and investment experience, financial accreditations (CPA, PFS, CFP, CFA) preferred, strong regulatory history, proficiency with Envestnet/Tamarac, Junxure, Orion, Redtail, and Microsoft Office.
Orion, Redtail, Microsoft Office, Envestnet/Tamarac, Junxure, Spiirall
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2w
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Head of Investor Relations
Salem or Pittsburgh or Fremont
$191k-$297k/yr RemoteFull Time
Agility Robotics
Agility Robotics: Develops bipedal humanoid robots for industrial warehouse automation.
10+ YOE10+ years in investor relations or equity research, public-company experience preferred, strong financial modeling, capital markets knowledge, exceptional communication; Bachelor's in Finance/Accounting/Economics required; MBA/CFA preferred.
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2mo
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Investment Consultant - Fund Sponsor Consulting Group
Atlanta or Chicago or Denver or Portland or San Francisco or Summit
$100k-$150k/yr HybridFull Time
Callan
Callan: Providing investment consulting and research services to institutional investors.
7+ YOEBachelor's degree required; 7+ years of investment consulting experience preferred; CFA/CAIA preferred or in progress; strong capital markets knowledge, client relationship management, asset allocation and manager research skills; willingness to travel.
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