5 portfolio analyst jobs at 4 companies in Gresham, OR
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Portfolio Analyst
Lake Oswego, Oregon, United States
OnsiteFull Time
Dext Capital: Provides equipment financing and leasing solutions for healthcare and technology.
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.
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.
Bellevue or Kirkland or Mercer Island or Seattle or Portland or Bend or Boise or Kenai
$70k-$80k/yrHybridFull Time
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
Salt Lake City or Seattle or Phoenix or Los Angeles or San Francisco or Denver or Washington or Miami or Atlanta or Chicago or Indianapolis or New Orleans or Boston or Minneapolis or Kansas City or Albuquerque or New York or Oklahoma City or Portland or Austin
$126k-$164k/yrOnsiteFull Time
Department of Veterans Affairs: Provides healthcare, benefits, and cemetery services to military veterans.
1+ YOEU.S. citizen required; specialized experience at GS-13 level in business or health architecture, program and portfolio management, and architecture governance; time-in-grade and online assessment required.
USA Hire, VHA Health Architecture Repository (HAR)
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.