53 client analyst jobs at 15 companies in Edmonds, WA
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Analyst, Client Reporting - Parametric
Seattle, Washington, United States
$70k-$140k/yrHybridFull Time
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEBachelor's degree preferred,2+ years industry experience,strong quantitative and writing skills,proficiency with Microsoft Excel and Factset,knowledge of portfolio management and statistics.
Factset, Microsoft Excel, Microsoft Word, Bloomberg
New York or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Naples or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
$110k-$150k/yrHybridFull Time
Bessemer Trust: Wealth management and family office services for affluent clients.
2+ YOEBachelor's degree required, 2+ years experience in consulting or financial services, knowledge of investment products and wealth management, strong analytical and presentation skills, proficiency with data analysis and collaborating with technologists.
Denver or San Francisco or Seattle or Phoenix or Los Angeles or Wyoming or Nevada or Montana or Colorado or California or Utah or Arizona or Oregon or Idaho
$70k-$90k/yrHybridFull Time
Ankura: Provides global business advisory and expert consulting services.
2+ YOEBachelor's or equivalent,2+ years conflicts/client intake/AML/legal experience,strong research and communication,supervision ability,Microsoft Office,InTapp Open,Boolean search logic.
InTapp Open, Microsoft Word, Microsoft Excel, Microsoft Outlook, Adobe Acrobat
MasterworksNASDAQ: GLOO: Marketing and fundraising agency serving Christian nonprofit organizations.
5+ YOE5–7 years in analytics, fundraising, marketing, BI, or consulting; strong analytical, communication, forecasting, and client-facing skills; experience with large datasets and SQL; ability to travel up to 30%.
ElixirrLondon Stock Exchange: ELIX: Global management consulting and digital transformation services provider.
Ensure accuracy of data and reports, manage vendor fieldwork and project timelines, create research materials, perform QA and data analysis to generate client insights.
WaFd BankNasdaq: WAFD: Provides comprehensive personal and commercial banking and lending services.
Performs credit analysis for commercial real estate loans, prepares financial analyses and spreadsheets, gathers client and market data, and ensures regulatory and portfolio documentation.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Aarden: AI platform for evaluating land investment and development opportunities.
Management-consulting-level analytical experience producing client-facing work, strong writing and deck-building, client instincts, comfort with ambiguity, high ownership; familiarity with geospatial/GIS and product/technical domains preferred.
Rael & Letson: Provides actuarial and consulting services for employee benefit plans.
5+ YOE5+ years experience in benefits or consulting, strong data analysis and statistics, MS Excel proficiency, experience with plan modeling (Claros Analytics a plus), excellent written/verbal communication and client presentation skills.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Claros Analytics
Kimley-Horn: Provides professional planning, engineering, and design consulting services.
ABET-accredited bachelor's (or master's) in engineering by Summer 2027, familiarity with civil design and regulations, proficiency with specified engineering software, and ability to produce and QC deliverables for clients.
AutoCAD, Civil 3D, Microsoft Excel, Microstation, VISSIM, Open Roads, Synchro, GIS
FusionTek: Provides managed IT, cybersecurity, and custom software development services.
CompTIA A+ or Network+ required, MD-102 preferred; strong experience with Windows client and server OS, macOS, networking, Datto and SonicWall products; excellent communication and time-management skills.
Windows 10, Windows 11, macOS, Windows Server 2016, Windows Server 2019, Windows Server 2022, Hyper-V, SonicWall, Datto Networking, Datto BCDR, SaaS Backup, Autotask PSA, Microsoft 365, Microsoft Office 365, Azure, AWS
Hamilton or New York City or Sandy or San Francisco or Santa Clara or Seattle
$54k-$79k/yrOnsiteFull Time
Carta: Software platform for cap table management and fund administration.
1+ YOE1–2+ years regulatory or compliance experience with practical knowledge of global KYC/AML; client-facing, detail-oriented, able to review complex legal-entity documentation and maintain accurate records.
Sunrise Services: Provides home care and residential support for vulnerable populations.
3+ YOEActive BCBA credential, bachelor’s or master’s in ABA or related field, 1+ year BCBA experience (3+ years ABA experience preferred), BACB supervision training, WA Department of Health licensure, ability to travel to client homes, CPR/First Aid within 90 days, valid driver\u0002s license, DSHS background clearance and federal fingerprinting.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Teams, Microsoft Outlook, Therap
Edinburgh or Boise or Frankfurt or London or New Delhi or New York or Paris or Luxembourg or Dublin or Seattle or Tokyo or Hong Kong or Singapore or Washington
OnsiteFull Time
Clearwater AnalyticsNYSE: CWAN: Automated investment accounting and reporting software for institutional investors.
Bachelor's in a finance-related or analytical field required; strong problem-solving, communication, Microsoft Office skills, curiosity, and desire to learn; client-facing and analytical responsibilities.
BCBA and BCaBA Career Opportunity at Team PBS in Washington
Longbranch, Washington, United States
$80k-$110k/yrFieldFull Time
Positive Behavior Support Corp.: Provides Applied Behavior Analysis therapy for individuals with autism.
Active BCBA or BCaBA certification required, ability to develop FBAs and BIPs, supervise staff, analyze client data, transportation for client visits, and ability to lift up to 50lbs.
Private Wealth Management, Wealth Management Professional, Senior Analyst, Philadelphia
Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
2+ YOEBachelor's degree, 2+ years client service or financial industry experience preferred, SIE/Series 7 and 63 required, strong communication, organizational and client-service skills.