6 portfolio analyst jobs at 5 companies in Sequim, 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
2d
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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
1d
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Senior Investment Analyst
Seattle, Washington, United States
OnsiteFull Time
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.
computer
1d
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Senior Quantitative Research Analyst
Seattle, Washington, United States
$120k-$140k/yr OnsiteFull Time
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.
Python, SQL
3d
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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