271 investment jobs at 118 companies in Washington
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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.
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.
Chicago or St. Louis or Minneapolis or Denver or Irvine or Los Angeles or Phoenix or San Francisco or Seattle
$122k-$245k/yrHybridFull Time
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.
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.
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.
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.
Phoenix or Lake Oswego or Hillsboro or Greenwood Village or South Jordan or Tacoma
$68k-$100k/yrOnsiteFull Time
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.
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
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/yrOnsiteFull Time
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.
Baltimore or Colorado or Washington or New York or California or District of Columbia
$150k-$225k/yrHybridFull Time
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.
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.
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.
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
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
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/yrOnsiteFull Time
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.
Baltimore or Washington or Maryland or Colorado or Washington or New York or California
$110k-$236k/yrHybridFull Time
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.
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...
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.
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.