7 portfolio analyst jobs at 5 companies in Everett, WA
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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
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Portfolio Strategy Analyst, Data Center Energy
Austin or Reston or Menlo Park or Seattle or New York or San Francisco or Chicago
$132k-$188k/yr OnsiteFull Time
6+ YOE6+ years in energy strategy or capital-intensive infrastructure; ability to build integrated financial and market models; experience with wholesale energy markets, utility/market analysis, and cross-functional collaboration; strong written and presentation skills.
SQL, Python
22h
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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
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Analyst, Client Reporting - Parametric
Seattle or Boston
$70k-$140k/yr HybridFull Time
2+ YOEBachelor's degree, 2+ years industry experience, strong quantitative and writing skills, Excel (V-Lookup,PivotTables) proficiency, familiarity with portfolio management, Factset/Bloomberg a plus.
Factset, Microsoft Excel, Word, Bloomberg, V-Lookup, PivotTables
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Analyst, Client Reporting - Parametric
Seattle, Washington, United States
$70k-$140k/yr HybridFull Time
2+ YOEBachelor's degree preferred,2+ years industry experience,strong quantitative and writing skills,proficiency with Microsoft Excel and Factset,knowledge of portfolio management and statistics.
Factset, Microsoft Excel, Microsoft Word, Bloomberg
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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
2d
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System Administrator for Clarity Project Portfolio Management (Senior Management Systems Analyst)
Seattle, Washington, United States
$56-$66/hr HybridFull Time
3+ YOEBachelor’s degree or equivalent education and experience, plus 3 years in financial systems, operations, procedures, research, or analysis. Experience with Clarity PPM, data analysis, project management, and reporting tools preferred.
Clarity Project Portfolio Management (PPM), GEL, SQL, Microsoft Excel, Microsoft Access, Microsoft Power BI, Tableau, Jaspersoft, Python, PeopleSoft, VBA