7 portfolio analyst jobs at 5 companies in Brier, WA
4w
Save
Mark Applied
Hide
Investment Portfolio Analyst
Phoenix or Lake Oswego or Hillsboro or Greenwood Village or South Jordan or Tacoma
$68k-$100k/yr OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
Portfolio Administrator
Bellevue or Kirkland or Mercer Island or Seattle or Portland or Bend or Boise or Kenai
$70k-$80k/yr HybridFull Time
1+ YOEBachelor's in Economics/Finance required, Series 65 or willingness to obtain, 1+ years analyst experience at an RIA/asset manager, high Excel proficiency, familiarity with Tamarac, Bloomberg, Morningstar, and CRM systems.
Tamarac, Salesforce CRM, Bloomberg, Morningstar, Microsoft Excel
22h
Save
Mark Applied
Hide
Energy Analyst, Data Center Portfolio
Austin or Menlo Park or Seattle or Washington or Boston or New York City or San Francisco or Chicago
$132k-$188k/yr OnsiteFull Time
6+ YOERequires 6+ years in energy industry rate analysis, load forecasting, or market analytics; utility tariff and financial modeling experience; cross-functional collaboration and multi-workstream management.
Python, SQL
1w
Save
Mark Applied
Hide
Reporting Analyst
Seattle, Washington, United States
OnsiteFull Time
2+ YOEBachelor's degree and at least 2 years of analytical experience required. Requires strong quantitative, written, interpersonal, and Excel skills; portfolio management experience preferred.
Microsoft Excel, Morningstar Direct, Adobe Acrobat, PowerApps, Dataverse, Tamarac, Orion
6d
Save
Mark Applied
Hide
Senior Investment Analyst
Seattle, Washington, United States
OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
SBA Underwriter/Credit Analyst
Richland or Renton or Spokane or Vancouver or Yakima
$30-$60/hr OnsiteFull Time
Gesa Credit Union: Member-owned financial cooperative providing banking and lending services.
Perform financial statement and tax return analysis for SBA 7(a)/Express loans, prepare credit packages, ensure SBA eligibility, and support relationship managers with documentation and portfolio reviews.
Microsoft Office, Microsoft Outlook, CAIVRS
6d
Save
Mark Applied
Hide
Senior Quantitative Research Analyst
Seattle, Washington, United States
$120k-$140k/yr OnsiteFull Time
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.
Python, SQL