23 portfolio analyst jobs at 9 companies in Washington
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Portfolio Analyst
Baltimore or Washington or Maryland or Colorado or Washington or New York or California
$90k-$130k/yrHybridFull Time
T. Rowe PriceNASDAQ: TROW: Global asset management firm providing investment and retirement services.
2+ YOEBachelor's degree or equivalent, 2+ years relevant experience, strong analytical and communication skills; CFA or Master's preferred; fixed income experience and comfort with AI-enabled analytics preferred.
Baltimore or Maryland or Colorado or Washington or New York or California or District of Columbia or United States
$90k-$130k/yrHybridFull Time
T. Rowe PriceNASDAQ: TROW: Global asset management firm providing investment and retirement services.
2+ YOEBachelor's degree or equivalent, 2+ years relevant experience, analytical and communication skills, interest in fixed income and AI-enabled analytics; progress toward CFA or a master's preferred.
Phoenix or Lake Oswego or Hillsboro or Greenwood Village or South Jordan or Tacoma
$68k-$100k/yrOnsiteFull Time
Columbia BankNASDAQ: COLB: Regional financial institution providing banking and wealth management services.
2+ YOEBachelor's in finance-related field, 2 years treasury/investment securities experience, advanced Excel, fixed income knowledge, strong analytical and communication skills.
Worldwide Global Business Unit Home Hardware Portfolio Analyst
Tlaquepaque or Vancouver
$105k-$162k/yrOnsiteFull Time
HP Inc.NYSE: HPQ: Global leader in personal computing, printing, and technology solutions.
7+ YOEBachelor's degree in finance, economics, or related field; 7–10+ years in financial planning or business finance; product or portfolio finance experience preferred, ideally in hardware or consumer products.
Worldwide Global Business Unit Home Hardware Portfolio Analyst
Tlaquepaque or Vancouver
$105k-$162k/yrOnsiteFull Time
HP Inc.NYSE: HPQ: Global leader in personal computing, printing, and technology solutions.
7+ YOEBachelor’s degree in finance, economics, or related field; typically 7–10+ years in financial planning or business finance; expertise in financial modeling, pricing, P&L, ARU, and portfolio strategy.
Worldwide Global Business Unit Home Hardware Portfolio Analyst
Tlaquepaque or Vancouver
$105k-$162k/yrOnsiteFull Time
HP Inc.NYSE: HPQ: Global leader in personal computing, printing, and technology solutions.
7+ YOEBachelor’s degree in finance, economics, or related field; 7–10+ years in financial planning or business finance; product or portfolio finance experience; advanced modeling, pricing, P&L, and cross-functional influence skills.
Bellevue or Kirkland or Mercer Island or Seattle or Portland or Bend or Boise or Kenai
$70k-$80k/yrHybridFull Time
Coldstream Wealth Management: Employee-owned wealth management firm serving high-net-worth individuals and families with fiduciary financial planning and investment advice.
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 Menlo Park or Seattle or Washington or Boston or New York City or San Francisco or Chicago
$132k-$188k/yrOnsiteFull Time
MetaNASDAQ: META: Builds technologies that help people connect, find communities, and grow businesses.
6+ YOERequires 6+ years in energy industry rate analysis, load forecasting, or market analytics; utility tariff and financial modeling experience; cross-functional collaboration and multi-workstream management.
Waverly Advisors: Fee-only fiduciary RIA serving high-net-worth individuals, families, business owners, institutions, and retirement plans with integrated wealth planning.
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
Seattle or San Francisco or New York City or Los Angeles or Philadelphia or South Dakota or United States
$90k-$115k/yrHybridFull Time
Laird Norton Wetherby: Private wealth management and trust-services firm serving families and individuals across the United States.
4+ YOEBachelor's degree required; 4–6 years of client service, financial planning, tax, or private client relationship management experience; Microsoft Office Suite proficiency and strong analytical, communication, and portfolio management skills.
Russell Investments: Private global asset-management and investment-consulting firm serving institutions, financial intermediaries, and individual investors.
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
Seattle Department of Transportation: Municipal government of Seattle providing public safety, utilities, transportation, housing, parks, and other services to residents.
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