1 portfolio analyst job at 1 company in Eagle, ID

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Portfolio Administrator
Bellevue or Kirkland or Mercer Island or Seattle or Portland or Bend or Boise or Kenai
$70k-$80k/yr HybridFull Time
Coldstream Wealth Management
Coldstream Wealth Management: Provides financial planning and investment management for affluent clients.
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