Investment Analyst jobs in Washington

Investment Analyst analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Analyst monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Analyst utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Analyst work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be an Investment Analyst typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)

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Private Markets Performance Analyst
  • Verus Investment
  • Seattle, WA FULL_TIME
  • Verus is in search of a Private Markets Performance Analyst to join our office in Seattle, WA. We currently have a hybrid work model. Candidates should be collaborative, good at problem solving and have previous experience with data analysis and institutional investors.


    The Private Markets Performance Analyst position is primarily responsible for tracking, monitoring, and producing accurate performance reports on private market client investments. Additionally, the Analyst will support other research and client related tasks, including but not limited to drafting RFP responses and providing data in support of analyses at the direction of supervisors. The Private Markets Performance Analyst will present research and analytical findings internally.

    Salary
    $68,000 - $70,000 annual
    Salary offered to candidates is determined by factoring in market pay, internal peer equity, education, credentials, relevant skills and expertise, past employment experience, and geographic pay differentials.


    Verus is an independent, institutional investment consulting firm. Since 1986, we have been working closely with our clients and other professionals to add value to their investment portfolios by providing research driven investment solutions that address their specific needs. Through independent, conflict-free advice and investment expertise, our professionals strive to be the driving force that empowers clients to achieve their investment objectives. We are looking for a talented professional who embodies our firm values of diligence, professionalism, expertise, client service, and collaboration.


    We offer a competitive benefits package including medical, dental, life, disability, and vision insurance; 401(k) program with a company match; section 125 cafeteria plan; annual discretionary bonus; CFA and other professional certifications sponsorship; parental leave; 13 paid holidays; and 15 days of paid time off the first year of employment.


    In addition, our boutique firm allows us to have an exceptionally convivial corporate culture with opportunities for career development and cross-departmental collaboration. On top of strengthening growth and partnerships in the work environment, Verus promotes happy and healthy living with a variety of employee appreciation initiatives, a good sense of humor, and several company events throughout the year.


    Verus is an Equal Opportunity Employer. Verus is dedicated to creating an inclusive work environment with a diverse workforce. We seek employees from all backgrounds to join our teams, and we encourage our employees to bring their authentic and best selves to work. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex (including pregnancy, childbirth, and related medical conditions), disability, age, citizenship status, genetic information, marital status, sexual orientation, gender, medical condition, military or veteran status.

    Prerequisites
    • Bachelor’s degree in finance, economics or other closely-related field.
    • CAIA, CFA charter or progress towards accreditations are desirable.
  • 1 Month Ago

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Investment Analyst
  • RIIS Russell Investments Implementation Services, LLC
  • Seattle, WA FULL_TIME
  • Business Unit: North America Institutional Salary Range: $70,000 USD-$82,500 USD Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and o...
  • 10 Days Ago

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Investment Analyst
  • Russell Investments
  • Seattle, WA FULL_TIME
  • Business Unit:North America InstitutionalSalary Range:$70,000 USD-$82,500 USDSpecific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other...
  • 11 Days Ago

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Investment Banking Analyst
  • Meridian LLC
  • Seattle, WA FULL_TIME
  • FIRM DESCRIPTION Meridian Capital is a leading middle-market investment bank with three offices serving the Western U.S., providing strategic merger and acquisitions (M&A) advisory and corporate finan...
  • 1 Month Ago

C
Investment Performance Reporting Analyst
  • Coldstream Wealth Management
  • Seattle, WA FULL_TIME
  • Job Description: Shift: First Shift Are you passionate about adding value by improving performance reporting and internal processes? If so, our position may be the next great step in your career in fi...
  • 2 Months Ago

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Investment Banking Analyst, Public Finance
  • KeyBank
  • Seattle, WA FULL_TIME
  • Location:1301 5th Avenue - Seattle, Washington 98101Investment Banking Analyst, Public Finance Opportunity:KBCM is seeking qualified candidates to join its Seattle public finance investment banking te...
  • 5 Days Ago

O
Investment Analyst
  • Oasis Management Company Ltd.
  • Austin, TX
  • Description: Oasis seeks to attract bright, curious minds to help the firm create value for investors in the Oasis funds...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • HECKMANN FINANCIAL
  • Middleton, WI
  • About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • MassMutual
  • Boston, MA
  • Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • Trog Hawley Capital
  • West Palm Beach, FL
  • Company Description Trog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Flori...
  • 6/10/2024 12:00:00 AM

M
Investment Analyst
  • MassMutual
  • Hartford, CT
  • Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
  • 6/10/2024 12:00:00 AM

S
Investment Analyst
  • Sarasota, FL, Co.
  • Sarasota, FL
  • Sarasota, FL, Co. seeks an Investment Analyst. BA in business req. Send detailed resume to: Ceres Environmental Services...
  • 6/10/2024 12:00:00 AM

F
Investment Analyst
  • Fanning/Masis
  • Boston, MA
  • Investment Analyst Seeking to recruit an Analyst to work with our Investment Strategy team. The individual will be focus...
  • 6/8/2024 12:00:00 AM

H
Investment Analyst
  • Heck Capital Advisors
  • Rhinelander, WI
  • Position Location Rhinelander, WI Background of Heck Capital Advisors Heck Capital Advisors, LLC is an independent inves...
  • 6/7/2024 12:00:00 AM

Washington (/ˈwɒʃɪŋtən/), officially the State of Washington, is a state in the Pacific Northwest region of the United States. Washington is the northwestern-most state of the contiguous United States. It borders Idaho to the east, bounded mostly by the meridian running north from the confluence of the Snake River and Clearwater River (about 116°57' west), except for the southernmost section where the border follows the Snake River. Oregon is to the south, with the Columbia River forming the western part and the 46th parallel forming the eastern part of the Oregon-Washington border. To the wes...
Source: Wikipedia (as of 04/17/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$109,038 to $148,043

Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019