18 Results for

Investment Jobs in Troutdale, OR

Jobs

Vancouver, WA30+ days ago

Full-time
Employee

As 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.

Vancouver, WA30+ days ago

Full-time
Employee

The role conducts financial analysis and forecasting for capital, expense, and reimbursable programs to ensure compliance with capitalization and expense policies, and works collaboratively with stakeholders across the organization, including Executives, Management, Finance, Project Managers, Account Executives, Customer Service Engineers (CSEs), and other federal agency officials. * Conduct data analysis and reporting for one or more of the following End of Year and Start of Year Reporting, Quarterly Business Review, Integrated Program Review, Lease Finance Program, Finance Committee Executive Management, Finance, Management Assertion, Target Tracking, Capital Investment Acquisition.

Camas, Washington30+ days ago

$90,000–$140,000 Per Year

You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care.

Hillsboro, OR30+ days ago

Full-time

The position applies developing professional judgment and financial knowledge to support portfolio objectives, working in partnership with senior portfolio professionals and other stakeholders to help ensure portfolios are managed effectively and in accordance with policy and market conditions. This role supports the management and oversight of investment portfolios by contributing to analysis, monitoring, and execution activities aligned with established investment strategies and risk parameters.

Hillsboro, OR30+ days ago

Full-time

This role contributes to the active management and oversight of investment portfolios by independently performing analysis, monitoring portfolio activity, and supporting decision‑making aligned with defined investment strategies and risk parameters. The position applies solid professional judgment and market knowledge to address complex portfolio issues, partnering with senior portfolio professionals and cross‑functional teams to support portfolio performance, risk management, and continuous improvement.

Camas, Washington30+ days ago

$85,000–$135,000 Per Year

You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events.

Camas, Washington30+ days ago

$80,000–$130,000 Per Year

As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients. We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

Beaverton, OR30+ days ago

Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.

Portland, OR30+ days ago

We are seeking a highly analytical and driven Fund Management – Senior Associate, Investment Strategy & Research to join our team and play a pivotal role in shaping investment strategy and supporting key decision-making. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.

Camas, WA19 days ago

$80,200–$120,000 Per Year

You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables.

Hillsboro, OR30+ days ago

Full-time

Location: Hillsboro Corporate Office – Hillsboro OR 97124Target Compensation in Hillsboro, OR: $81,375 to $93,625 annually + annual bonusBenefits options include: Traditional medical, dental, and vision coverage. Minimum 3 years’ experience in an analyst role supporting commercial and/or business lending portfolio analysis; experience evaluating and analyzing complex tax returns .

portland, OR30+ days ago

$120,700–$162,200 Per Year

As 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.

Portland, OR30+ days ago

$75,000–$85,000 Per Year

This developmental, high-impact role partners closely with Global Brand Marketing, Global Merchandising and Planning, Accounting, and cross-functional operations teams to improve planning quality, strengthen reporting clarity, and enable better, faster decision-making. Interested applicants must reside in one of the following approved states: Arizona, California, Colorado, Indiana, Massachusetts, Minnesota, New York, Oregon, Pennsylvania, Texas, Utah, Washington.

New!

Portland, ORE5 days ago

$160,000–$200,000 Per Year

5+ years of experience in investment management and/or financial advisory services with the demonstrated ability to manage investment portfolios for client familiesThe desire to be client-facing and ability to communicate (verbally and in writing) with clients of varying levels of investment sophistication. Coldstream is seeking an experienced Portfolio Manager to join its NE Portland team and play a key role in shaping investment strategy, managing sophisticated client portfolios, and mentoring the next generation of investment professionals.

New!

Camas, WA5 days ago

$95,000–$150,000 Per Year

You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. As a Senior Portfolio Engineer covering Fixed Income at Fisher Investments you will collaborate with a team to develop and implement portfolio ideas and support our Investment Policy Committee's decision- making across all fixed income strategies.

Camas, WA30+ days ago

$100,000–$125,000 Per Year

The Fund Accounting team at Fisher Investments supports our clients in multiple ways including: providing operational accounting support through preparation of fund budgets, expense processing oversight, preparation of financial statements, assisting in global tax compliance, working on a variety of projects including investor requests — and more! Fund Accounting is a specialized team within Corporate Finance at Fisher Investments that works with our Institutional teams to help meet their strategic fund initiative and financial analysis needs.

New!

Portland, ORToday

$100,000–$125,000 Per Year

The Day-to-Day:* Review fund financial statements across multiple countries* Oversee fund audits and work with auditors* Prepare fund budgets, variance analyses, and proper coding of expenses* Ensure accuracy of accounting and financial reporting by fund administrators* Review and oversee global tax compliance of the funds* Partner with other teams within Corporate Finance to provide insight of business transactions and help analyze Firm accounting impact of fund activity* Provide accounting explanations to the business for client requests* Mentor and help train accounting associates* Develop company procedures* Automate existing processes and methodologiesYour Qualifications:* 5+ years Accounting and/or Audit experience; Bachelor's Degree in Accounting or combination of education and experience* Financial statement review and preparation experience* Experience with financial planning and analysisCompensation:* $100,000 - $125,000 base salary per year in the state of WA. The Opportunity:The Fund Accounting team at Fisher Investments supports our clients in multiple ways including: providing operational accounting support through preparation of fund budgets, expense processing oversight, preparation of financial statements, assisting in global tax compliance, working on a variety of projects including investor requests — and more!

Camas, Washington30+ days ago

$65,000–$105,000 Per Year

The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. Overview: The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more.

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Investment Jobs in Troutdale, OR

Lead Strategic Finance Analyst Cambia Health Solutions

Financial Analyst 1 Automation and Control Strategies Group, INC. dba ACS Professional Staffing

International Investment Counselor (US Based) - Canadian Clients Fisher Investments

Investment Portfolio Management Analyst (HYBRID) First Technology Federal Credit Union

Senior Investment Portfolio Management Analyst (HYBRID) First Technology Federal Credit Union

Investment Counselor (Financial Advisor Alternative) Fisher Investments

Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher Investments

Investment Banking Manager Accenture Plc

Sr. Associate, Investment Strategy & Research Northmarq

Portfolio Engineer Specialized Strategies Fisher Investments

Commercial Portfolio Analyst II (HYBRID) First Technology Federal Credit Union

Lead Strategic Finance Analyst Cambia

Financial Analyst, Global Brand Finance - UGG & HOKA Deckers Outdoor Corp

Portfolio Manager Coldstream Wealth Management

Senior Portfolio Engineer Fisher Investments

Senior Fund Accounting Analyst Fisher Investments

Senior Fund Accounting Analyst Fisher Investments Careers

Institutional Client Operations Analyst Fisher Investments

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