NewAssociate--Investment Management JobotAssociate--Investment ManagementSeattle, WA$190,000–$240,000 / 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. *Work with a premier investment management team representing over 40 public pension funds, including several of the largest in the U.S. *Gain hands‑on experience with complex, high‑value investment transactions across asset classes.
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.
Institutional Investment Consulting Senior Associate Marsh & McLennanInstitutional Investment Consulting Senior AssociateSeattle, WAFull timeAs an Institutional Investment Consulting Senior Associate, you will play a key role in supporting the range of investment services provided to 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.
Investment Banking Intern - Summer 2027 - Seattle, WA CliftonLarsonAllen LLPInvestment Banking Intern - Summer 2027 - Seattle, WASeattle, WAInternFull timeWe provide merger and acquisition advisory, capital raise, and strategic advisory services, helping business owners and leadership teams navigate complex transactions with confidence. Through transaction exposure, financial analysis and modeling, and research-driven assignments, interns gain practical experience in investment banking while developing strong analytical, communication, and professional skills.
Investment Associate - FINRA Registered KeyBankInvestment Associate - FINRA RegisteredSeattle, WAFull timePrimary job functions would include accepting or assisting with daily activities including heavy trade volume requests from clients and sales force, timely and with a high degree of accuracy. Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client retention.
Investment Funds Associate DLA Piper LLP (US)Investment Funds AssociateSeattle, WAFull timeThe candidate will represent various public and private real estate companies, REITs, and institutional and financial investors in connection with a broad array of transactions involving acquisitions, dispositions, restructurings, complex financings, and development of commercial real estate. * Engage in both physical and sedentary activity, such as (a) working at a computer for extended periods of time, including on-screen reading and typing; (b) participating in digital/virtual conference calls; (c) participating in meetings as needed;
Investment Banking Intern-Seattle (For Internal Use Only) CliftonLarsonAllen LLPInvestment Banking Intern-Seattle (For Internal Use Only)Seattle, WAInternFull timeIf you are interested in a position with CLA, please view our career site for available openings. To view a complete list of benefits click here.
Paralegal - Investment Funds DLA Piper LLP (US)Paralegal - Investment FundsSeattle, WAFull timeOrganizes, prepares and files a variety of corporate legal documents for transactions ( Articles of Incorporation/Organization, Amendments, state qualifications, consents, merger documents, closing books, electronic closing sets, initial drafts or certificates, short-firm closing deliverables, and filing annual reports, and assists with formation of entities Manages data rooms and matter files. This position can sit in either our Austin, New York, San Francisco, Los Angeles, Palo Alto, Seattle, San Diego, or Washington, DC office and offers a hybrid work schedule.
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).
Lead Strategic Finance Analyst Cambia Health SolutionsLead Strategic Finance AnalystTacoma, 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.
Analyst - Investments And Portfolio Management Kilroy Realty CorpAnalyst - Investments And Portfolio ManagementSeattle, WA$87,000–$108,000 / yearp>The 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.
Analyst, Investment Reporting Operations (open to remote) Reinsurance Group of America IncAnalyst, Investment Reporting Operations (open to remote)WARemote$66,740–$94,800 / yearThis role assists the daily execution of report preparation, data input validation, aggregation, and delivery across assigned reporting channels - including operational, trust, client, board, executive, performance, internal, investor, plan-level, and ad hoc reports. The Analyst, Investment Reporting Operations is a developing reporting professional responsible for assisting the production and quality assurance of investment reporting outputs under the direction of a Director or Senior Analyst.
Investment Sales Analyst Cbre ValuationInvestment Sales AnalystSeattle, WAp>About 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.
Financial Analyst- Noo-Kayet Investments Noo-Kayet InvestmentsFinancial Analyst- Noo-Kayet InvestmentsWA$65,000–$75,000 / yearYou'll be analyzing investment opportunities, evaluating business performance, studying economic trends, and helping shape decisions that contribute to the long-term economic success of the Port Gamble S'Klallam Tribe. You'll gain exposure to investment analysis, business strategy, gaming and hospitality operations, and tribal economic development-all while working alongside a team dedicated to long-term success.
Finance Director, Data Center Investments and Deals Microsoft CorporationFinance Director, Data Center Investments and DealsRedmond, WA$130,900–$277,200 / yearMaster's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 12+ years of post-graduate financial analysis, accounting, controllership, or finance work experience OR Bachelor's degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 15+ years of post-graduate financial analysis, accounting, controllership, or finance work experience + OR equivalent experience. **Qualifications** + Master's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 8+ years experience in financial analysis, accounting, controllership or finance, or related field OR Bachelor's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 10+ years experience in financial analysis, accounting, controllership or finance, or related field + OR equivalent experience.
Supervisor, Investment Analysis - Parametric Morgan StanleySupervisor, Investment Analysis - ParametricSeattle, WashingtonOur 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. Responsibilities include but are not limited to: training and helping mentor direct reports, maintaining in-depth knowledge of investment processes, managing team deadlines, ensuring work is completed within best practice and ensuring key performance indicators are met.
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.
Senior Financial Analyst, Amazon Last Mile Investment Analytics AmazonSenior Financial Analyst, Amazon Last Mile Investment AnalyticsBellevue, WAKey job responsibilities - Design and build processes that improve the level of accuracy, automation, and scalability of financial analysis - Own a subset of financial analyses from ideation through execution that balances speed of execution with accuracy to deliver the highest degree of value to Amazon - Uses active listening skills intuitively to communicate data (both written and verbal) in a clear, concise, and unambiguous manner. You 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.
International Investment Counselor (US Based) - Canadian Clients Fisher InvestmentsInternational Investment Counselor (US Based) - Canadian ClientsCamas, WANew hires should expect to start at the lower end of the range depending on experienceEligible for discretionary bonus based on firm and individual performanceWhy Fisher Investments: We work for a bigger purpose: bettering the investment universe. 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.
Senior Associate Investment Writer, Global Marketing Strategy Morgan StanleySenior Associate Investment Writer, Global Marketing StrategyWA$75,000–$115,000 / yearp>Our 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. Global Marketing Strategy (GMS) combines product marketing, creative and digital teams with strategic functions responsible for planning, project management, firm integration, innovation and analytics to support the product and corporate development initiatives across MSIM.
Associate, Tax Equity Renewable Energy Investment Banking BDO USA PCAssociate, Tax Equity Renewable Energy Investment BankingWA$125,000–$175,000 / yearThe firm has broad industry expertise having closed transactions across industries including the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources and Technology, Media & Telecom sectors. BDO Capital Advisors, a wholly-owned affiliate of BDO USA, P.C., is a leading middle market investment bank that focuses on sellside advisory, acquisition advisory, capital raising and board advisory services.
Compliance Analyst - Zevenbergen Capital Investments Virtus Investment Partners IncCompliance Analyst - Zevenbergen Capital InvestmentsSeattle, WAp>The ideal candidate will be entrusted with a high level of responsibility and trust and should welcome challenges, enjoy an interesting and dynamic workflow, embrace a fast-paced environment, be resourceful, curious and able to work independently, possess outstanding project management skills and have the ability to communicate effectively with all members of the ZCI team, as well as outside auditors, vendors and clients. Exceptional communication skills (written and verbal) with the right level of confidence to present and promote ideas at all levels of the organization and with those outside the firm; collaborative negotiation skills beneficial.
Compliance Analyst - Zevenbergen Capital Investments Virtus Investment PartnersCompliance Analyst - Zevenbergen Capital InvestmentsSeattle, Washingtonp/>The ideal candidate will be entrusted with a high level of responsibility and trust and should welcome challenges, enjoy an interesting and dynamic workflow, embrace a fast-paced environment, be resourceful, curious and able to work independently, possess outstanding project management skills and have the ability to communicate effectively with all members of the ZCI team, as well as outside auditors, vendors and clients. Exceptional communication skills (written and verbal) with the right level of confidence to present and promote ideas at all levels of the organization and with those outside the firm; collaborative negotiation skills beneficial.
Director, ELS Supply Expansion Investment Plan Google LLCDirector, ELS Supply Expansion Investment PlanKirkland, WAul>Collaborate with portfolio planning analytics and long-term location strategy experts to effectively communicate the investments needed for long-lead infrastructure and third-party-provided data center space and power. The Cloud and Asset Portfolio Solutions (CAPS) team sits within ELS, and we manage a complex portfolio of infrastructure projects, ensuring that Google"s services have the resources they need to operate seamlessly and reliably.
Investment Banking Manager AccentureInvestment Banking ManagerRedmond, WA$94,400–$293,800 / yearAdditionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. Key responsibilities of the Investment Banking Consulting Manager may include: + Lead and manage major, complex transformation programs at global investment banks across business, operational, regulatory, and technology change initiatives.
Supply Chain Finance Manager - Strategic Investments- (Hybrid- Seattle, WA) Nordstrom IncSupply Chain Finance Manager - Strategic Investments- (Hybrid- Seattle, WA)Seattle, WA$110,500–$183,000 / yearWe are looking for a strategic, analytically-driven finance leader to help shape how capital is deployed across our supply chain network - transforming complex data into compelling business cases, influencing senior leadership, and partnering cross-functionally to drive enterprise-wide outcomes. For Los Angeles or San Francisco applicants: Nordstrom is required to inform you that we conduct background checks after conditional offer and consider qualified applicants with criminal histories in a manner consistent with legal requirements per Los Angeles, Cal.
Investment Advisor Representative Columbia Credit UnionInvestment Advisor RepresentativeVancouver, Washingtonli>Promote services and products to members and the community by engagement in sales activities through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling and other prospecting methods. Flexibility to work evenings and weekends, including possible Saturday in-branch appointments, conducting workshops/seminars, attending training, Columbia CU business meetings, and attending community networking and fundraising events supported by Columbia CU.
VP, Head of Investment Accounting (open to remote) Reinsurance Group of America IncVP, Head of Investment Accounting (open to remote)WARemote$180,220–$268,400 / yearOwns accurate and timely month-end, quarter-end, and annual close and reporting for invested assets and related income and expenses across GAAP, statutory/regulatory, tax, and management reporting bases. Leads investment accounting policy, interpretation, and application for complex transactions and instruments (including derivatives and hedge-related strategies, as applicable), and provides guidance to portfolio management and business development teams.
NewInvestment Consultant -Tukwila, WA FidelityInvestment Consultant -Tukwila, WATukwila, WashingtonRemotep/>Please 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.
NewInvestment Consultant -Lynnwood, WA FidelityInvestment Consultant -Lynnwood, WALynnwood, WashingtonRemotep/>Please 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.
NewInvestment Advisor Associate Columbia Credit UnionInvestment Advisor AssociateVancouver, Washingtonli>Assists management by working closely with Columbia CU marketing and Broker Dealer compliance departments to ensure Investments and Insurance Group advertising and materials are reviewed and approved by Broker Dealer then properly archived per document retention requirements. Duties include executing insurance and investment buy and/or sell orders for assigned clients and taking appropriate action on behalf of Advisors on their clients’ accounts, maintaining files, preparing client documents and researching client issues.
NewGroup Manager, Data Center Investments and Deals Microsoft CorpGroup Manager, Data Center Investments and DealsRedmond, WA$116,900–$203,600 / yearp>Required/minimum qualifications: Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 4+ years experience in financial analysis, accounting, controllership or finance, or related field OR Bachelors Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 6+ years experience in financial analysis, accounting, controllership or finance, or related field OR equivalent experience. • Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 12+ years of post-graduate financial analysis, accounting, controllership, or finance work experience OR Bachelors degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 15+ years of post-graduate financial analysis, accounting, controllership, or finance work experience o OR equivalent experience.
Idustrial Investment Sales Agent Marcus & Millichap IncIdustrial Investment Sales AgentSeattle, WAWe focus on bringing together specialized market knowledge, the industry''s leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year. Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.
Multifamily Investment Sales Agent Marcus & Millichap IncMultifamily Investment Sales AgentSeattle, WAWe focus on bringing together specialized market knowledge, the industry''s leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year. Our mission is to help our clients create and preserve wealth by providing the best real estate investment sales, financing, research, and advisory services available.
NewDirector, Investment Sales Marcus & Millichap IncDirector, Investment SalesSeattle, WAp>Founded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Investment Management - Business Strategy Manager DeloitteInvestment Management - Business Strategy ManagerSeattle, WA$155,600–$306,800 / yearQualifications Required: + Bachelor's degree from accredited university with strong undergraduate academic record + 6+ years of management consulting experience focused on Corporate & Business Unit Strategy, Strategic Planning, Growth Strategy, Commercial Strategy, and Business Transformation + 6+ years of experience in consulting, corporate strategy, or a strategy-focused role within financial services or investment management + 6+ years of experience working with senior executives crafting and implementing strategies for growth and transformation at the corporate, business, or product level + 6+ years of experience creating client-ready materials, including roadmaps, presentations (PowerPoint), business case, business process, and transformation plans, etc. These strategic choices help inform the development of the appropriate business models, operating models, and capabilities to support their strategic visions As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization.
Senior Manager, Treasury - Global Cash & Investments Expedia Group IncSenior Manager, Treasury - Global Cash & InvestmentsSeattle, WA$155,000–$217,000 / yearExpedia Group's Treasury team is responsible for the company's cash positioning, investments, free cash flow and working capital management resulting from approximately $100 billion in annual gross bookings generated from its global portfolio of brands that offer travel products in more than 200 countries and territories. Expedia Group's family of brands includes: Brand Expedia, Hotels.com, Expedia Partner Solutions, Vrbo, trivago, Orbitz, Travelocity, Hotwire, Wotif, ebookers, CheapTickets, Expedia Group Media Solutions, Expedia Local Expert, CarRentals.com, and Expedia Cruises.
VP, Investments Compliance Operations (open to remote) Reinsurance Group of America IncVP, Investments Compliance Operations (open to remote)WARemote$180,220–$268,400 / yearServe as the primary operational partner to Legal and Compliance, influencing the design of practical and effective control environments, supporting audits and regulatory examinations, maintaining clear separation of policy ownership and control execution, and leading a scalable, technology-enabled Compliance Operations function and team. The role is responsible for building and leading a dedicated Investment Compliance Operations function, including the design and institutionalization of a scalable operating model, team structure, and governance framework aligned with the continued growth and increasing complexity of RGA's global investment platform.
Investment Manager Indigo Real Estate ServicesInvestment ManagerBellingham, WAIf reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, pleasecontact ShannonSteinbeigle, SHRM-CP,HRManagerat shannons@indigorealestate.com. Possess a working knowledge of property management software (Yardi), Federal Fair Housing, WA, and City of Bellingham and WA State LTl's and LIHTC experience (preferred).
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)Camas, WAThe Day-to-Day:Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clientsConnect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goalsBuild trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market eventsRespond and manage client communication while working directly with internal departments to fulfill client operational requestsYour Qualifications:1+ years of experience in an Operational, Administrative, Client-Facing, or Finance settingBachelor's degree or equivalent combination of education and experience requiredRequired to pass the Series 65 (we provide robust training and support once you start) A thoughtful consultative approach with an emphasis on client focusCompensation:$80,000 - $130,000 base salary per year in the state of WA. 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.
Investment Counselor (Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor (Financial Advisor Alternative)Camas, WA$85,000–$135,000 / yearp>Your Qualifications: • 2+ years of instilling trust and building client relationship within the finance industry • Series 65 (we will help you obtain upon starting) • Bachelors degree or equivalent work experience • A thoughtful consultative approach with an emphasis on client focus. 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.
Investment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative) Fisher InvestmentsInvestment Counselor – Wealthbuilder (Entry Level Financial Advisor Alternative)Camas, Washington$80,000–$130,000 / yearAs 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.
Investment Banking Manager Accenture PlcInvestment Banking ManagerKirkland, WAli>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.
RFP Specialist, Investment Proposals - Parametric Morgan StanleyRFP Specialist, Investment Proposals - ParametricSeattle, WA$70,000–$140,000 / yearli>Develop strong relationships with internal subject matter experts, including product management, sales, client relations, and investment professionals, to facilitate collaboration across teams and understand client needs to create customized RFP responses that highlight the firm's strategic and competitive advantage. Construct drafts, progressing to independent completion of Requests for Proposals/Information (RFP/RFI) and similar sales due diligence requests, including managing deadlines, compiling information from multiple internal sources, and making sure content complies with Parametric's brand and guidelines.
J.P. Morgan Wealth Management - Private Client Investment Associate - Seattle, WA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Seattle, WASeattle, WAli>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Associate Portfolio Manager - BTG Pactual Timberland Investment Group BTGPactual InternationalAssociate Portfolio Manager - BTG Pactual Timberland Investment GroupSeattle, WashingtonTIG leverages the global resources of the BTG Pactual platform and the deep, local expertise of our regional forestry staff to provide exposure to diversified timberland investment portfolios while maintaining consistent investment discipline and management controls across our investment footprint. TIG’s work is supported by regional collaborations with The Nature Conservancy, who serves as Conservation Adviser to TIG’s core timberland strategy in the U.S., and Conservation International, who serves as Impact Adviser to TIG’s reforestation strategy in Latin America.
NewInvestment Operations Specialist Lead-CDF First Citizens BancShares IncInvestment Operations Specialist Lead-CDFLacey, WARemote$79,390–$100,000 / yearp>Preferred Area of Experience: Real Estate Investments, Affordable Housing, Community Reinvestment ActLicense or Certification Type: null nullSkill(s): Knowledge of Community Development, Familiarity with financial services, to include closing and servicing. Investment Closing - Tracks deal closing status, monitors receipt of all required investment closing due diligence items, final documentation, closing compliance, funding, and other closing steps for LIHTC and Other CRA investments executed by the CDF team.
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial Center Bank of AmericaFinancial Solutions Advisor Stage I - Registration candidate - Consumer Investments - Bainbridge Financial CenterBainbridge Island, WashingtonOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Senior Consultant, Industry Solutions, Investment Management - Aladdin DeloitteSenior Consultant, Industry Solutions, Investment Management - AladdinSeattle, WA$128,000–$252,500 / year2+ years of experience implementing and working with the Aladdin platform + Travel up to 50%, based on the work you do and the clients and industries/sectors you serve Information for applications with a need for accommodation https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.