271 investment jobs at 118 companies in Washington

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Senior Investment Analyst
Seattle, Washington, United States
OnsiteFull Time
Waverly Advisors
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.
computer
3w
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Investment Consultant - Tukwila, WA
Tukwila or Seattle
$59k-$74k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Requires success building client relationships, recommending investment solutions, extensive investment knowledge, Series 7 and 66 licenses or ability to acquire Series 66, and strong communication skills.
FINRA
1mo
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Senior Investment Consultant
Chicago or St. Louis or Minneapolis or Denver or Irvine or Los Angeles or Phoenix or San Francisco or Seattle
$122k-$245k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
8+ YOEBachelor's degree,8+ years investment experience,deep knowledge of retirement plans and portfolio management,experience with RFPs and client presentations,proficiency in PowerPoint and Excel.
Microsoft PowerPoint, Microsoft Excel
1w
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Senior Investment Analyst - Parametric
Minneapolis or Seattle
$70k-$140k/yr HybridFull Time
Morgan Stanley
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.
Python, Microsoft Excel
3w
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Investment Consultant - Tukwila, WA
Tukwila or Seattle
$59k-$74k/yr OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
FINRA Series 7 and 66 (or ability to acquire), appropriate state registrations, proven success building client relationships, ability to present investment solutions, degree or equivalent experience preferred.
3w
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Associate Investment Engineer - Parametric
Minneapolis or Seattle or Edina
$70k-$140k/yr HybridFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
4+ YOEBachelor's in quantitative/financial discipline, 4+ years investment industry experience, strong quantitative skills, excellent communication, proficiency with Python/R, SQL, Excel/VBA, and data vendors.
Python, R, Microsoft Excel, VBA, Factset, Bloomberg, Refinitiv, Eikon, GitHub, Snowflake, SQL
1mo
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Investment Portfolio Analyst
Phoenix or Lake Oswego or Hillsboro or Greenwood Village or South Jordan or Tacoma
$68k-$100k/yr OnsiteFull Time
Columbia Bank
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
2+ YOEBachelor's in finance-related field, 2 years treasury/investment securities experience, advanced Excel, fixed income knowledge, strong analytical and communication skills.
Microsoft Excel, Bloomberg, Yield Book
1w
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Investment Operations Associate
Vancouver or Portland
$85k-$150k/yr OnsiteFull Time
Aspen Standard Wealth
Aspen Standard Wealth: Holding that acquires and supports independent RIAs.
5+ YOEBachelor's degree in a quantitative field and 5-15 years in investment, financial operations, accounting, or related work; requires process design, communication, confidentiality, and multitasking.
Schwab Advisor Center, Orion, Microsoft Office Suite
1mo
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Investment Banking Manager
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Los Angeles or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$80k-$294k/yr OnsiteFull Time
Accenture
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
7+ YOE5+ MgmtRequires 7+ years in financial services and 5+ years leading large-scale consulting or transformation programs, plus a bachelor's degree and deep investment banking expertise.
Murex, Calypso
6d
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Investment Director, Multi Asset Model Portfolios
Baltimore or Colorado or Washington or New York or California or District of Columbia
$150k-$225k/yr HybridFull Time
T. Rowe Price
T. Rowe PriceNASDAQ: TROW: Global investment management firm providing funds and retirement services.
7+ YOEBachelor's degree and 7+ years of relevant investment experience focused on portfolio construction, multi-asset investing, model portfolios, or related disciplines. CFA or MBA preferred.
2w
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Investment Operations Specialist
Kennewick, Washington, United States
$65k-$78k/yr OnsiteFull Time
Petersen Hastings
Petersen Hastings: Independent firm providing wealth management and financial advisory services.
2+ YOE2+ years investment operations experience preferred, bachelor's degree preferred, Series 65 preferred, proficiency with Office 365 and trading systems, strong analytical and communication skills.
Office 365, Trading System
1mo
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Investment Sales Agent
Seattle, Washington, United States
$1000k/yr OnsiteContract
Marcus & Millichap
Marcus & MillichapNYSE: MMI: Commercial real estate brokerage and advisory services provider.
Active real estate license, proven track record in commercial investment sales, established client relationships, self-directed and goal-driven, motivated by high-volume collaborative environment.
3w
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Associate, Investment Banking
Bellevue, Washington, United States
$70k-$90k/yr HybridFull Time
Coldstream Wealth Management
Coldstream Wealth Management: Provides financial planning and investment management for affluent clients.
2+ YOE2+ years investment banking or financial services experience; strong financial modeling and valuation skills; proficiency with Excel and PowerPoint; bachelor’s degree required; excellent communication and analytical skills.
Microsoft Excel, Microsoft PowerPoint, DealCloud, PitchBook
1w
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Investment Officer - Fixed Income
Olympia, Washington, United States
$132k-$219k/yr HybridFull Time
Washington State Department of Ecology
Washington State Department of Ecology: Provides environmental regulation and conservation services for Washington state.
4+ YOEBachelor's degree in finance, economics, business, or related field; four years of fixed income investment experience; corporate credit analysis; financial modeling; fixed income markets; and Bloomberg, Excel, Word, and AI tool proficiency.
Bloomberg, Microsoft Excel, Microsoft Word, Artificial Intelligence
2mo
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Investment Banking Consultant
New York City or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or Oklahoma City or Cleveland or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Beaverton or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Detroit or Nashville or San Diego
$66k-$206k/yr OnsiteFull Time
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
2+ YOE2+ years consulting or investment banking experience, Bachelor’s degree, knowledge of trading lifecycle and sell-side products, consulting/program management experience on large programs, strong communication and client relationship skills.
Murex, Calypso
1d
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CHIEF INVESTMENT OFFICER - INTERNAL ONLY
Seattle, Washington, United States
$77-$98/hr HybridFull Time
King County
King County: Local government providing public services for King County, Washington.
Bachelor's degree or equivalent experience; extensive fixed-income portfolio management, trade initiation, credit analysis, financial reporting, investment systems, and investment team leadership experience required.
Bloomberg, BondEdge, Yield Book, Singularity, Clearwater, Microsoft Excel, Microsoft SharePoint, Microsoft Teams, MS Office
1mo
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Senior Manager, Investment Compliance
Baltimore or Washington or Maryland or Colorado or Washington or New York or California
$110k-$236k/yr HybridFull Time
T. Rowe Price
T. Rowe PriceNASDAQ: TROW: Provides global investment management and retirement planning services.
8+ YOEBachelor's or equivalent and 8+ years relevant experience; experience with Charles River or similar systems; strong knowledge of investment products, leadership, analytical, and communication skills.
Charles River
2mo
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Investment Advisor Representative
Vancouver or Portland
$80k/yr OnsiteFull Time
Columbia Credit Union
Columbia Credit Union: Member-owned financial cooperative offering personal and business banking services.
Requires securities and insurance registrations (Series 7, 63/65 or 66, Variable Life & Health, state insurance, FINRA BrokerCheck), background check, proven investment and insurance sales experience (5+ years preferred), bachelor's degree preferred, ability to travel throughout the Portland metro area, and flexibility to work evenings and weekends...
CRM
1mo
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Senior Investment Sales Broker
Portland or Seattle
OnsiteContract
Northmarq
Northmarq: Provides capital markets and brokerage services for commercial real estate.
4+ YOEBachelor's degree, 4+ years investment sales with proven deals, real estate license (or obtain within 90 days), team leadership, strong communication and entrepreneurial mindset.
1d
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Remote Investment Banking Expert
Seattle or San Francisco
$100-$200/hr RemoteContract
Turing
Turing: AI-powered platform connecting companies with global remote software developers.
Requires 2+ years of investment banking experience, strong financial modeling, deal structuring, valuation, corporate finance, and English written communication skills. CFA or MBA in Finance preferred.
LLM, DCF, LBO