6 portfolio analyst jobs at 5 companies in Estacada, OR
2mo
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Portfolio Analyst
Lake Oswego, Oregon, United States
OnsiteFull Time
3+ YOEBachelor’s in Finance/Accounting/Economics; 3+ years in credit/operational risk in financial portfolios; strong financial analysis; Excel/modeling; synthesize data; communicate risk; familiarity with risk rating methodologies.
Excel, Financial modeling
4w
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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
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
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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
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
4d
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Portfolio Management Analyst (Operations and Policy Analyst 3)
Salem, Oregon, United States
OnsiteFull Time
4+ YOEBachelor's degree in a relevant field plus four years of professional analytical experience, or equivalent education and experience. Requires project coordination, analysis, planning, recommendations, and executive communication.
Workday, Equal Pay Analysis, E-Verify
1mo
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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
2w
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Commercial Banking Credit Analyst / Assistant Relationship Manager
Lake Oswego, Oregon, United States
OnsiteFull Time
1+ YOEPerform credit analyses, spread and analyze financial statements, prepare credit memoranda, and support relationship managers in loan origination and portfolio monitoring.
Windows, Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Moodys, Bukers