8 portfolio analyst jobs at 7 companies in Ruston, WA
3w
Save
Mark Applied
Hide
3w
Investment Portfolio Analyst
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
Austin or Reston or Menlo Park or Seattle or New York or San Francisco or Chicago
$132k-$188k/yrOnsiteFull Time
MetaNASDAQ: META: Develops social networking platforms and virtual reality technologies.
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.
Waverly Advisors: Provides wealth management and financial planning for private clients.
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.
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.
Russell Investments: Provides global asset management and institutional investment advisory services.
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.
System Administrator for Clarity Project Portfolio Management (Senior Management Systems Analyst)
Seattle, Washington, United States
$56-$66/hrHybridFull Time
City of Seattle: Provides public services and governance for the Seattle community.
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
San Francisco or Lakewood or Washington or Atlanta or Chicago or Boston or Kansas City or New York or Philadelphia or Fort Worth or Tacoma
$150k-$197k/yrOnsiteFull Time
General Services Administration: Centralized procurement and property management for federal government agencies.
1+ YOEOne year of specialized experience at GS-15 or higher managing complex programs or portfolios, analyzing markets and vendors, advising senior leaders, and developing strategic initiatives or business models.