NewInvestment Consultant - Bellevue, WA Charles Schwab CareersInvestment Consultant - Bellevue, WABELLEVUE, WAYou’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams.
Investment Consultant - Tukwila, WA FidelityInvestment Consultant - Tukwila, WATukwila, WashingtonRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Parametric - Investment Analyst Cohort, SUMMER 2027 Morgan StanleyParametric - Investment Analyst Cohort, SUMMER 2027Seattle, WA$70,000–$150,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs.
Parametric Investment Analyst Winter Cohort 2027 Morgan StanleyParametric Investment Analyst Winter Cohort 2027Seattle, WA$70,000–$150,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs.
Parametric - Investment Analyst Cohort, Summer 2027 Morgan StanleyParametric - Investment Analyst Cohort, Summer 2027Seattle, WA$70,000–$150,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs.
Investment Analyst PdsInvestment AnalystColumbia, WashingtonCNGEN is looking to recruit an Investment Analyst to work closely with seasoned investment officers, sector experts and technical specialists in the CNGEN team to help develop new business and strategy, execute transactions, manage clients, contribute significantly to knowledge creation and dissemination, including via management of sector benchmarks, research of industry trends and IFC lessons of experience in the sector. In fiscal year 2021, IFC committed a record $31.5 billion to private companies and financial institutions in developing countries, leveraging the power of the private sector to end extreme poverty and boost shared prosperity as economies grapple with the impacts of the COVID-19 pandemic.
Analyst - Principal Investments FICAnalyst - Principal InvestmentsSeattle, WashingtonAs a member of a high-performing team working in a fast-paced environment, you will be expected to take ownership of your work, manage competing priorities, and work beyond a normal workday or workweek when required to fulfill your responsibilities. In this role, you will work directly with the principal investments team on investment activities, including evaluating potential opportunities, executing transactions, and supporting portfolio companies.
Investment 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.
NewInvestment Banking Analyst - Summer 2027 - Seattle, WA CliftonLarsonAllen LLPInvestment Banking Analyst - Summer 2027 - Seattle, WASeattle, WA$73,500–$131,000 / yearCreates draft teaser & M&A offering documents utilizing the complex financial models; prepares pitch books & client marketing presentations using independent judgment to tailor; attends client meetings as needed. Logistics Coordination: Tracks information on buyers; create complex excel based and other technical program financial modeling, coordinate schedules with external and internal participants along with logistics for investment banking related events.
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.
Investment Banking Analyst - Summer 2027 - Seattle, WA CliftonLarsonAllen Wealth AdvisorsInvestment Banking Analyst - Summer 2027 - Seattle, WASeattle, WashingtonCreates draft teaser & M&A offering documents utilizing the complex financial models; prepares pitch books & client marketing presentations using independent judgment to tailor; attends client meetings as needed. Logistics Coordination : Tracks information on buyers; create complex excel based and other technicalprogram financial modeling, coordinate schedules with external and internal participants along withlogistics for investment banking related events.
Investment Portfolio Analyst Columbia Banking System IncInvestment Portfolio AnalystTacoma, WA$68,000–$110,000 / 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.
NewInvestment Banking Expert TuringInvestment Banking ExpertSeattle, WashingtonRemote$100–$200Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L. What Does Day-to-Day Look Like: Evaluate LLM models on investment banking topics such as M&A deal analysis, LBO modeling, accretion/dilution analysis, and pitch book creation.
Investment Banking Associate - M&A - Seattle CliftonLarsonAllen LLPInvestment Banking Associate - M&A - SeattleSeattle, WA$125,000–$225,000 / yearAbout the role: CLA Meridian Capital, a premier middle-market investment bank with over three decades of experience advising clients, is seeking an Investment Banking Associate to join our growing team in the Seattle, WA office. Essential Job Functions: Sell-Side M&A transaction analysis and documentation: Researches and prepares complex financial models and M&A process documents including pitchbooks, CIMS, and marketing documents.
NewAlternative Investments Intern - Summer 2027 Freestone Capital ManagementAlternative Investments Intern - Summer 2027Seattle, WashingtonHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. The Intern fills a general analytical role across Freestone’s investment platform, which includes fixed income, equities, hedge funds, real estate, and private equity.
Investment Banking Associate - M&A - Seattle CliftonLarsonAllen Wealth AdvisorsInvestment Banking Associate - M&A - SeattleSeattle, Washington$125,000–$225,000 / yearCLA Meridian Capital, a premier middle-market investment bank with over three decades of experience advising clients, is seeking an Investment Banking Associate to join our growing team in the Seattle, WA office. This role provides transaction execution assistance along with research and analytical support to the Investment Banking team, helping to execute Mergers & Acquisition transactions (predominately sell-side) and other corporate finance engagements.
Investment Accountant Symetra Financial CorporationInvestment AccountantBellevue, WAThis role will play a key part in ensuring the accuracy, completeness, and integrity of investment accounting records across a diverse portfolio including bonds, equities, mortgage loans, derivatives, hedge funds, limited partnerships, and tax credit investments. The position will partner closely with Accounting, Finance, Actuarial, FP&A, Investments, Technology, and third-party service providers to support timely close processes, maintain strong financial controls, and deliver accurate GAAP and Statutory reporting.
Treasury Director, Investments & Liquidity AnthropicTreasury Director, Investments & LiquiditySeattle, WA$230,000–$300,000 / yearYou will build AI-native investment workflows: apply AI tools to portfolio analytics, manager and counterparty monitoring, IPS compliance, interest income forecasting, and executive reporting, partnering with Finance, Engineering, Data, and FinSys, with controls, documentation, and auditability built in. This research continues many of the directions our team worked on prior to Anthropic, including: GPT-3, Circuit-Based Interpretability, Multimodal Neurons, Scaling Laws, AI & Compute, Concrete Problems in AI Safety, and Learning from Human Preferences.
Investment Sales Director - Healthcare Marsh & McLennan Companies IncInvestment Sales Director - HealthcareSeattle, WA$119,000–$237,500 / yearWe aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. Collaborate with senior management and other key stakeholders to define sales strategies, identify market opportunities, and develop innovative approaches to expand Mercer's client base in not-for-profit healthcare.
Investment Research Analyst Rockefeller Capital ManagementInvestment Research AnalystBellevue, Washington$85,000–$95,000 / yearFull timeOriginally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. Position: A Private Advisor team within Rockefeller Global Family Office is seeking a high-caliber Investment Research Analyst to support a growing UHNW advisory practice serving families, founders, entrepreneurs, and business owners.