14 investment analyst jobs at 11 companies in Sequim, WA
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Senior Investment Analyst
Seattle, Washington, United States
OnsiteFull Time
Waverly Advisors: Provides wealth management and financial planning for private clients.
5+ YOE3+ MgmtBachelor's degree, 5+ years of client servicing and investment experience, 3+ years supervisory experience, Series 65, investment analysis, portfolio construction, data analysis, and communication skills.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
2+ YOEBachelor’s degree, 2+ years of relevant investment or quantitative experience, Python or similar programming proficiency, Microsoft Excel, complex data analysis, and strong analytical and communication skills.
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEBachelor's degree required, 2+ years relevant experience, Python or quantitative programming, Microsoft Excel, complex data analysis, and strong analytical, problem-solving, and communication skills.
Washington State Department of Ecology: Provides environmental regulation and conservation services for Washington state.
Substantial accounting/finance experience in public-debt financing, loan/fund/trust accounting, GAAP/GASB/FASB knowledge, proficiency with AFRS or Workday and Microsoft Excel/Word/Teams; must reside in Washington state.
AFRS, Workday, NEOGOV, Microsoft Excel, Microsoft Word, Microsoft Teams
Vancouver or Toronto or Los Angeles or Seattle or Phoenix or Chicago
$120k-$250k/yrOnsiteFull Time
Onni Group: Develops, constructs, and manages residential and commercial real estate.
5+ YOE5+ years equity research or investment analysis experience, bachelor’s in finance/economics/accounting, strong mining/commodities knowledge, financial modeling and valuation skills, proficiency with Excel/Bloomberg/Capital IQ, CFA preferred.
Russell Investments: Provides global asset management and institutional investment advisory services.
3+ YOERequires 3–5 years in fund accounting, valuations/NAVs, capital activity, cash management, expenses, and operational controls; business bachelor's degree or equivalent; alternative investment operations expertise and strong Microsoft Office proficiency.
Community Roots Housing: Develops and manages affordable housing communities in Seattle.
2+ YOEBachelor's in related field, 2+ years experience in financial analysis/asset management or real estate finance, advanced Excel, proficiency with MRI Investment Central and RealPage, SQL experience preferred, strong communication and analytical skills.
MRI Investment Central (IC), RealPage, SharePoint, Abila MIP, Microsoft Excel, SQL
Socure: Provide AI-driven identity verification and fraud prevention software.
3+ YOEBachelor's in finance/accounting/economics, 3+ years in investment banking/private equity/FP&A at high-growth tech, strong financial modeling and quantitative skills, experience with Excel and BI tools, able to work 100% remotely.
Russell Investments: Provides global asset management and institutional investment advisory services.
3+ YOERequires 3–5 years of relevant quantitative investment research experience, strong Python and SQL skills, data analytics, portfolio management knowledge, and communication skills; master's degree and CFA preferred.
Qumulo: Unified file and object storage for hybrid cloud environments.
3+ YOERequires 3+ years in FP&A, public accounting, corporate finance, or investment banking; accounting foundation, SaaS metrics knowledge, advanced Excel, financial modeling, and 4–5 days onsite in Seattle.
Workday Adaptive Planning, Microsoft Excel, Python, R
SpaceX: Designs and launches advanced rockets and satellite internet constellations.
3+ YOEBachelor’s degree in business, engineering, mathematics, economics, or a STEM field; 3+ years in strategy consulting, investment banking, or similar analytical environment; advanced proficiency in Excel, dashboards, and PowerPoint.
Senior Financial Analyst – Strategic Finance & Special Projects
Austin or Bozeman or Denver or Minneapolis or Missoula or Portland or Salt Lake City or Seattle or Kalispell
$115k-$140k/yrRemoteFull Time
onXmaps: Digital mapping and navigation apps for outdoor recreation.
5+ YOEBachelor's degree in finance/accounting/economics/statistics, 5+ years finance/strategy/investment banking/consulting experience, advanced SQL, strong financial modeling, BI experience, executive communication, US permanent work authorization.
Victoria or Vancouver or New York City or London or Mumbai
$93k-$128k/yrHybridFull Time
British Columbia Investment Management Corporation: Manages investment portfolios for British Columbia public sector clients.
3+ YOECPA or equivalent; 3+ years accounting experience (4+ for Associate); investment/securities accounting experience; advanced Microsoft Excel and accounting platform experience; IFRS knowledge; experience with Workiva, SimCorp Dimension, VBA, Power BI or Python preferred.
Workiva, Microsoft Excel, Microsoft Excel VBA, Microsoft Power BI, Python, SimCorp Dimension