NewSenior Financial Analyst (FP&A) Focus Search LLCSenior Financial Analyst (FP&A)Seattle, WA$115,000–$120,000 / yearThis role delivers detailed financial modeling, variance analysis, and spend analytics across infrastructure, software, headcount, and emerging areas like AI, while providing actionable insights to guide strategic technology investments. The position requires strong FP&A expertise, advanced Excel and systems knowledge, and the ability to communicate complex financial data to non-finance stakeholders in a fast-paced, hybrid environment.
Sr. Financial Analyst JobotSr. Financial AnalystSeattle, WA$90,000–$125,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Performing detailed financial analysis including advanced financial modeling, profitability analysis, monitoring business issues and impact to bottom line.
Senior Financial Analyst DCS CorporationSenior Financial AnalystJoint Base Lewis-McChord, WAPerform a wide variety of accounting, budget and financial functions involving the formulation, justification, and/or execution of budgets for organizations, programs, or projects. This work requires knowledge and skill in the application of related laws, regulations, policies, precedents, methods and techniques of budgeting, cost estimating and other financial reporting techniques.
Institutional Investment Consulting Associate Marsh & McLennanInstitutional Investment Consulting AssociateSeattle, WAFull timeAs an Institutional Investment Consulting Associate, you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Principal Financial Analyst - Treasury Operations Puget Sound Energy, IncPrincipal Financial Analyst - Treasury OperationsClyde Hill, WAFull timeCompany & Industry Acumen - Consistently demonstrates a breadth of industry and company knowledge and viewed by peers and external leaders as a key resource; has the ability to extract key findings from an analysis and relay that information to key stakeholders; works to refine and expand knowledge base continually and drives improvement throughout processes. Assists with daily cash management operations including monitoring daily cash position and incoming receipts, processing outgoing wire transfers and payments, reconciling bank account activity, validating accounting entries and transaction documentation, and forecasting daily cash flow.
Lead Strategic Finance Analyst Cambia Health SolutionsLead Strategic Finance AnalystYakima, WAFull timeAs a member of the Strategic Finance team, our The Strategic Financial Analyst Lead serves as a trusted finance business partner in the area(s) of support, by providing financial guidance and support; builds budgets, forecasts, conducts variance analysis and reporting; prepares financial analysis and support such as cost-benefit, return on investment and capital resource analysis for new business opportunities, proposals, contracts, or product development; supports cost savings and process improvement efforts; provides financial governance and oversight. * Develops complex financial models and analysis using advanced analytical techniques and financial systems; provides business with solid alternatives to broad, complex and unusual issues; readily modifies or adjusts techniques to meet new situations.
Sr Financial Analyst - Member & Digital Experience BECUSr Financial Analyst - Member & Digital ExperienceSeattle, WAFull timeYou'll partner with leaders across Marketing, Digital, and Member Experience to provide strategic financial insights, build advanced ROI and NPV models, and guide key decisions around investments, staffing, and operational efficiency. As a Sr Financial Analyst - Member & Digital Experience, you'll play a critical role in helping BECU make smarter, data-driven investment and operational decisions that directly support our members and business growth.
Sr Financial Analyst - Technology BECUSr Financial Analyst - TechnologyTukwila, WAFull timeMinimum 7 years offunctional experience in a financial institution, supporting technology organizations or enterprise strategic initiatives and building business cases for ROI and NPV for leadership decision making, and using One Stream andQuickviewas well as Excel modeling and financial analysis skills. Cross-Functional Collaboration:Partner with teams across DABD, MDX, CMBS, Vendor Management & Enterprise Execution, Portfolio Governance, and Strategy Program Management to align financial planning efforts with enterprise priorities.
SBA Credit Analyst III First Interstate BancSystemSBA Credit Analyst IIISpokane, WAFull timeAnalyzes credit worthiness of commercial applicants and guarantors as appropriate by reviewing the loan application, spreading historical and projection based financial statements, calculating cash flows, leverage, and liquidity ratios, evaluating collateral, conducting research on the borrower(s) and key industries, and identifying risks. Reads, reviews, and understands various financial statements, including but not limited to tax returns, balance sheets, profit and loss statements, agings, borrowing base certificates, debt schedules, equipment lists, credit bureau reports, rent rolls, lease agreements, and appraisals.
Financial Analyst - Energy Risk Control Analyst Puget Sound Energy, IncFinancial Analyst - Energy Risk Control AnalystSeattle, WAFull timeTo learn more about why PSE is a great place to work, see our Employee Value Proposition, which highlights our commitment to employee growth, work-life balance, and meaningful career opportunities in the energy sector. Performs reconciliations of commodity transactions, environmental attribute transactions and analyzes mark-to-market (MtM) changes for the gas and power portfolios.
Associate Data Analyst, Customer Support PitchBook DataAssociate Data Analyst, Customer SupportSeattle, WAFull timeAs an Associate Data Analyst, Customer Support, you will utilize your analysis skills to interpret client data requests and deliver packaged analytics used by some of the largest private capital investors, investment banks and service providers globally. 1+ years of experience in financial services role or experience working with large datasetsand/or 1+ years of Tier 2 Customer Support atPitchBook.
Treasury Analyst DaVitaTreasury AnalystAuburn, WAFull timeAs a Treasury Analyst, you will gain valuable exposure to corporate treasury operations and play a pivotal role in managing critical functions such as daily cash and bank account management, M&A, international treasury relationships and more. Washington Non-exempt: Bellingham: $19.13/hour, Burien: $21.63/hour, Everette: $20.77/hour, Unincorporated King County: $20.82/hour, Renton: $21.57/hour, Seattle: $21.30/hour, Tukwila: $21.65/hour, Remainder of Washington state: $17.13/hour.
Commercial Analyst KeyBankCommercial AnalystSeattle, WAFull timeTake proactive approach to ongoing portfolio management of client relationships, including timely collection of borrower financial statements using the bank's secure document collection portal, ensuring loans/lines are renewed and/or extended timely, and internal risk rating findings are properly remediated and managed. Review loan requests under $10 million in credit commitments to determine required business documents and financial statements needed for loan approval; collect and upload items to Salesforce, utilizing the bank's secure document collection portal as appropriate.
Multifamily Analyst JLLMultifamily AnalystSeattle, WAFull timeWhether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. child care, elder care), nationality, ethnic or national origin or ancestry, citizenship, marital status, civil partner status, sexual orientation, gender identity or expression, transgender status, veteran’s status, genetic information, trade union membership, social position, political view or status as a qualified individual with a disability, protected leave status or any other protected characteristic in accordance with applicable law.
Business Data Analyst Milliman, IncBusiness Data AnalystSeattle, WAFull timeMedInsight is a subsidiary of Milliman; a global, employee-owned consultancy providing actuarial consulting, retirement funding and healthcare financing, enterprise risk management and regulatory compliance, data analytics and business transformation as well as a range of other consulting and technology solutions. For candidates residing in: Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia: $63,135 - $97,865 if overall experience is less than 3 years' experience.
Senior Business Analyst Puget Sound Energy, IncSenior Business AnalystBellevue, WAFull timetoinitiate, lead, and performdetailedanalysis; evaluate customer and market opportunities; benchmark best practices; assess operational readiness; improve processes; and build thefinancial models,schedules,forecasts,anddashboardsto deliver key insightsthrough. The Growth Strategy team at Puget Sound Energy is accountable for enabling beneficial customer growth through innovative grid integration solutions that deliver customer value while ensuring reliability, affordability, and progress toward clean energy goals.
Senior Credit Analyst - CRE Washington FederalSenior Credit Analyst - CRETimes Square, WA$82,400–$123,600 / yearFull timeThe Senior Credit Analyst is responsible for gathering and analyzing credit information on current and potential borrowers; determines the advisability of granting credit for diversified types of asset classes; assists Relationship and Managers as well as Regional Directors in writing loan request narratives and ongoing portfolio maintenance to include, but not limited to, covenant compliance monitoring. The Senior Credit Analyst will independently interact with clients and prospects to perform all due diligence necessary to extend credit, write up a credit submission, communicate with regional credit authorities and is equipped to present the merits of a credit request in presentation format for the purposes of obtaining credit approval.
ETRM Systems Analyst Puget Sound Energy, IncETRM Systems AnalystClyde Hill, WAFull timeParticipates in research and collaborates with Business Partner, Business Systems Analyst, Resource Managers, and Architects in tactical and long-term road-mapping, RFI, RFPs and new/enhanced system capabilities to ensure alignment of business and IT requirements. There are additional voluntary options of supplemental life insurance, accidental death and dismemberment insurance, flexible spending accounts for health care and dependent daycare, and an Employee assistance program (EAP).
Sr Analyst, Finance T-Mobile USA, IncSr Analyst, FinanceBellevue, WAFull timeBachelor's Degree plus 5 years of related work experience OR Advanced degree with 3 years of related experience (Required)* Acceptable areas of study include Finance, Business Administration, Management, Accounting, Economics, Engineering (Required)* 4-7 years experience in Finance, Accounting, Forecasting, Budgeting, or Financial Planning & Analysis (Required)* Experience supporting investment forecasting, compensation analysis, or business performance analytics preferred* Wireless Telecom experience (Preferred)* Experience with AI tools/SAP/BPC, or equivalent financial systems; working knowledge of Business Objects, SQL, databases, or other reporting tools (Preferred). * Microsoft Office, including advanced Excel and PowerPoint skills (Required)* Financial Modeling and Analytics (Required)* Forecasting and Scenario Analysis (Required)* Problem Solving and Critical Thinking (Required)* Strong Communication and Executive Presentation Skills (Required)* Ability to manage multiple priorities and operate effectively in a fast-paced, evolving business environment (Required).
Sales Data Analyst Advantage Technical Services, IncSales Data AnalystBellevue, WA$51.15–$51.16 / hourFull timeCross-Functional / Internal Liaison: Act as a day-to-day point of contact for internal cross-functional teams (commercial, marketing, SCM, finance, product) for assigned categories; support preparing meeting materials and maintaining/documenting category plans. Go-To-Market Support: Support in GTM activities of new product launches including supporting creation of sell-in material, tracking performance, managing readiness, providing input to inform GTM strategy and activities.
Principal Analyst, Enterprise Architecture Forrester Research, Inc.Principal Analyst, Enterprise ArchitectureSeattle, WA$141,000–$229,000 / yearFull timeLead theEnterpriseSolutionsArchitecturepracticearea, working across Forrester research teams, including theTechnologyStrategy and Executive Partner teams as well asSales andProduct to develop a complete research portfoliothat drivescustomer delight and revenue. At least 10years of experiencein a mix of roles as adirector-level and abovepractitioner,enterprise architect,principal sales engineer,principal solutions architect, managingconsultant,Director/Manager of Sales Engineering,orresearch analyst inan industry vertical or technology services.
Global Operational Data & Performance Sr. Analyst JLLGlobal Operational Data & Performance Sr. AnalystSeattle, WARemoteFull timeThis role requires you to establish consistent, measurable evaluation criteria across regions so that performance is comparable and gaps are identifiable at a global level, build initial statistical models to test defined hypotheses, and maintain global dashboards and portfolio statistics ensuring regional teams across AMER, EMEA, and APAC are aligned and reporting consistently. You will integrate multiple data sets including audit results, energy and water performance metrics, maintenance data, and survey responses into a unified analytical framework that surfaces cross-portfolio patterns, correlations, and at-risk sites that no single data stream could reveal on its own.
Application Configuration Analyst Puget Sound Energy, IncApplication Configuration AnalystBothell, WAFull timeWhile this will be the primary focus of this position, our team is also looking for an individual whose drive to learning new technology matches the growth of the digital utility industry, specifically in areas of cloud computing, automation, and intelligent monitoring. Develops and maintains scope and objectives for internal systems requirements as defined by the organization inclusive of workforce scheduling modules and affected applications, to allow for programming and configuring business rules.
Senior Application Configuration Analyst Puget Sound Energy, IncSenior Application Configuration AnalystBothell, WAFull timeWhile this will be the primary focus of this position, our team is also looking for an individual whose drive to learning new technology matches the growth of the digital utility industry, specifically in areas of cloud computing, automation, and intelligent monitoring. There are additional voluntary options of supplemental life insurance, accidental death and dismemberment insurance, flexible spending accounts for health care and dependent daycare, and an Employee assistance program (EAP).
Senior Enterprise Performance Analyst Puget Sound Energy, IncSenior Enterprise Performance AnalystBothell, WAFull timeThis senior role leads enterprise wide performance analysis, delivers executive level insights, ensures data quality and analytical rigor, oversees high impact cross functional initiatives, and mentors junior analysts to strengthen PSE's analytics capabilities. Puget Sound Energy's Transformation, Strategy & Enablement (TSE) team is seeking a Senior Enterprise Performance Analyst to develop advanced analytics, build performance dashboards, and deliver actionable insights across the business.
Associate Product Portfolio and Innovation Analyst Lamb WestonAssociate Product Portfolio and Innovation AnalystRichland, WAFull timeYou'll gain access to hands-on training to fuel your growth and success, explore opportunities for new solutions, and you'll join a winning team of 10,000+ people all dedicated to raising the bar - together. * Research and assess product portfolio management best practices across the food and beverage industry, applying relevant learnings to drive continuous improvement.
Associate, Air Quality Modeling Analyst Ramboll US CorporationAssociate, Air Quality Modeling AnalystSeattle, WAFull timeThe ideal candidate is a motivated recent graduate who will work under thedirection of senior consultants and managers across a diverse set of air quality projects in a fast-paced, forward-thinking, and collaborative environment. Ramboll has nearly 2,000 experts working coast to coast in the Americas applying their passion to deliver innovative solutions within Environment & Health, Water, Energy and Planning & Urban Design.
Business Analyst - Seattle, WA - REMOTE Technology Systems SOC, LLCBusiness Analyst - Seattle, WA - REMOTE Technology SystemsSeattle, WARemoteFull timeDemonstrated experience delivering a minimum of three Project and Portfolio Management (PPM) system implementations, preferably within utility construction management environments. The Business Analyst will support the implementation of a Construction Portfolio, Project, and Resource Management System, including Project and Portfolio Management (PPM) capabilities, for a municipal electric utility.
Sr Analyst, Transformation T-Mobile USA, IncSr Analyst, TransformationBellevue, WAFull timeKnowledge, Skills and Abilities: Multi-functional Collaboration Experience working with cross-functional teams to align on goals, gather inputs, and support delivery. The Senior Analyst, Transformation supports strategic transformation initiatives within TFB Revenue Operations with a particular focus on Sales and Marketing functional areas.
Application Development Analyst Puget Sound Energy, IncApplication Development AnalystBothell, WAFull timeTo learn more about why PSE is a great place to work, see our Employee Value Proposition, which highlights our commitment to employee growth, work-life balance, and meaningful career opportunities in the energy sector. There are additional voluntary options of supplemental life insurance, accidental death and dismemberment insurance, flexible spending accounts for health care and dependent daycare, and an Employee assistance program (EAP).
Advisor IT Technology Analyst Puget Sound Energy, IncAdvisor IT Technology AnalystBothell, WAFull timeAdditionally, you'll help shape the future of our product development by partnering with development teams and mentoring cross-functional collaboration to drive excellence in product delivery as a cohesive, efficient, and productive organization. To learn more about why PSE is a great place to work, see our Employee Value Proposition, which highlights our commitment to employee growth, work-life balance, and meaningful career opportunities in the energy sector.
Senior Product Marketing Analyst Puget Sound Energy, IncSenior Product Marketing AnalystBothell, WAFull timeDevelop and drive PSE's product positioning, go-to market (GTM) and growth strategies to support the development, launch and ongoing operation of energy efficient programs and services, such as residential, multifamily and commercial rebates, and other new clean energy programs in development for residential and commercial customers. Lead the GTM work stream for assigned programs and services including: crafting of positioning; identifying target markets; documenting marketing requirements; articulating goals and objectives; establishing success metrics; and ensuring an optimal customer experience.
Associate, Tax GMS - Business Analyst KPMG LLPAssociate, Tax GMS - Business AnalystSeattle, WAFull timeUnderstand and adhere to IT policies and procedures; work with teams and Analysis Services team members to ensure adherence on individual efforts; expected to understand, identify and work through issues across efforts. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
Business Systems Analyst CORE & MAIN LPBusiness Systems AnalystSeattle, WAFull timeAs a specialty distributor with a focus on water, wastewater, storm drainage and fire protection products and related services, Core & Main provides solutions to municipalities, private water companies and professional contractors across municipal, non-residential and residential end markets, nationwide. Interfaces with Business Stakeholders and IT infrastructure teams to define, gather, and document business processes and needs, and translate into detailed functional specifications for development.
Strategic Financial Planning Analyst (II - Lead) Chelan County PUDStrategic Financial Planning Analyst (II - Lead)Wenatchee, WA$83,200–$152,900 / yearFull timeAnalysis, Modeling & Knowledge Sharing: Identifies, analyzes, and monitors issues that affect profitability, growth, and productivity through the following: High-level analysis of major long-term district initiatives in support of the fiscal growth of the District Develop, enhance, and operate various predictive economic and financial models, in particular the Financial Forecast Model. To perform this job successfully, an individual is required to have knowledge PeopleSoft Timekeeping/HR; Microsoft Outlook; Microsoft Word; Microsoft PowerPoint; Microsoft Access; Maximo Order Processing and General Office Equipment; Advanced skill required with of PeopleSoft Financials; Microsoft Excel; VBA and Business Intelligence (BI) applications.
Compliance & Security Analyst Logicalis, Inc.Compliance & Security AnalystMercer Island, WAFull timeMaintains a working knowledge of applicable Federal, State, and Local laws and regulations as well as policies and procedures of Logicalis in order to ensure adherence in a manner that reflects honest, ethical and professional behaviors. * Architects and authors System Security Plans (SSPs), the "source of truth" for the client's security posture, detailing exactly how each NIST 800-171 control is implemented.
Senior University Budget Financial Analyst EASTERN WASHINGTONSenior University Budget Financial AnalystCHENEY, WA$68,278–$92,837 / yearFull timehttps://inside.ewu.edu/policies/knowledge-base/ewu-406-01-exempt-employment/This is an Administrative Exempt position and is covered by https://inside.ewu.edu/policies/knowledge-base/ewu-406-01-exempt-employment/: https://inside.ewu.edu/policies/knowledge-base/ewu-406-01-exempt-employment/After starting employment, employees will complete the required training via Canvas. Eastern contributes to the vitality of the region and the state through its wide array of bachelor’s and master’s degrees in over 100 fields of study, as well as applied doctorates in physical therapy and educational leadership, offering accessible pathways to career success and personal development to students of all socioeconomic and cultural backgrounds.
Senior Financial Analyst - Hybrid Providence St. Joseph HealthSenior Financial Analyst - HybridSeattle, WAFull timeProvidence Shared Services is a service line within Providence that provides a variety of functional and system support services for our family of organizations across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington. Together, our 120,000 caregivers (all employees) serve in over 50 hospitals, over 1,000 clinics and a full range of health and social services across Alaska, California, Montana, New Mexico, Oregon, Texas and Washington.
Financial Analyst I FramatomeFinancial Analyst IRichland, WA$30.40–$39.80 / hourFull timeHealth & Wellness: Multiple medical plan options, dental & vision coverage, life insurance, long- and short-term disability, and optional supplemental plans (critical illness, accident, hospital indemnity, dependent life). From our facilities in Virginia, Washington, North Carolina, Pennsylvania, Massachusetts and beyond, we deliver outage services, advanced nuclear fuel technologies, and next-gen reactor innovations that keep the lights on.
Litigation Financial Analyst supporting the US Attorney's Office FORFEITURE SUPPORTLitigation Financial Analyst supporting the US Attorney's OfficeSpokane, WAFull timeA package providing employee only coverage can be built around our basic plans at $0 employee cost for: Medical, Dental, Vision, Term Life Insurance, Accidental Death & Dismemberment Insurance, Short-Term Disability, and Employee Assistance Program. Assists the legal team by tracing, reviewing, and analyzing financial records from investigations to determine the source and delivery of funds, and the nature and volume of transactions.
Senior Financial Analyst, Amazon Last Mile Investment Analytics Amazon.com IncSenior Financial Analyst, Amazon Last Mile Investment AnalyticsBellevue, WAYou will have extensive cross-functional partnership opportunities with business and finance leaders across multiple disciplines including Real Estate, Long Range Planning, Topology, Construction, Startup and Launch teams to solve high visibility, high impact, unstructured problems as we expand and optimize our RSR delivery network. Amazon Last Mile Finance seeks a Senior Financial Analyst to join the Last Mile Investment Analytics team, partnering directly with our business and finance partners to own NA RSR Investment Analytics where you will influence decision-making within the org.
Analyst - Investments And Portfolio Management Kilroy Realty CorpAnalyst - Investments And Portfolio ManagementSeattle, WA$87,000–$108,000 / yearThe core responsibilities of this position include, but are not limited to the following: Directly assisting the investment team in building ARGUS/Excel cash flow models for all prospective acquisitions, developments, dispositions, and asset repositioning projects. Working with Kilroy's leasing and asset management teams to analyze strategic decisions including leasing analysis, return on capital investment evaluation, and other portfolio management analysis to assist in the decision making process.
NewInvestment Analyst | Wealth Management Threadline WealthInvestment Analyst | Wealth ManagementBellevue, WA$81,000–$100,000This role is responsible for producing accurate and timely investment materials, maintaining organized and reliable investment data and documentation, coordinating due diligence activities, and responding to information requests from advisors and other internal stakeholders. It provides meaningful exposure to portfolio management, investment research, alternative investments, manager due diligence, and advisor-facing investment communications.
Investment Sales Analyst Cbre ValuationInvestment Sales AnalystSeattle, WAAbout the Role: As a CBRE Investment Sales Analyst, you will develop business and negotiate the selling, leasing, and marketing of small to medium sized commercial real estate properties for clients. What You"ll Do: Secure new and expanded business opportunities through prospecting, networking, relationship building, and selling additional services to current client base.
NewInvestment Portfolio Analyst Columbia BankInvestment Portfolio AnalystTacoma, WA$68,000–$100,000 / yearPerforms security- and portfolio-level analysis to support buy and sell decisions including yield book analysis, unrealized loss analysis, stress and scenario analysis (including interest rate environments), and relative value to ensure alignment to strategy, liquidity, earnings (NII), capital and risk objectives. + Working knowledge of fixed income instruments commonly held by banks, including U.S. Treasuries, Agencies, Agency MBS/CMO, municipal securities, investment-grade corporates, and money market instruments.
Key Private Bank Senior Relationship Manager KeyBankKey Private Bank Senior Relationship ManagerSeattle, WAFull timeGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs.
Deals Services - Manager, Strategic Finance and FP&A, Advanced Decision Modeling RSM US LLPDeals Services - Manager, Strategic Finance and FP&A, Advanced Decision ModelingSeattle, WA$112,100–$225,500 / yearFull timeThe salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. Develops and reviews complex, fully integrated financial models, including operating, cash flow, valuation, and transaction models, to support strategic decision-making.
Key Private Bank Family Wealth Strategist KeyBankKey Private Bank Family Wealth StrategistSeattle, WAFull timeThis senior-level role is responsible for prospecting new clients, deepening existing relationships, and managing the full spectrum of client needs including investment management, wealth planning, trust services, and banking solutions. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)Olympia, WARemote$101,231–$172,355 / yearRequired Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + years delivering formal client presentations * Ability to travel 40-50% of the time * FINRA Series 65 (or 66), or the ability to obtain *Additional Qualifications* * CFA - Chartered Financial Analyst (or in process of becoming CFA Charterholder) * Highly competitive and goal-oriented * A focus on sales and new business development * Masters Degree preferred * Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues.
Institutional Investment Consulting Associate Marsh McLennanInstitutional Investment Consulting AssociateSeattle, WashingtonAs an Institutional Investment Consulting Associate , you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.