Performance Analyst - Wealth Management (Data-Driven)
Boly:Welch
Boly:Welch in Portland, Oregon is seeking a Performance Analyst to drive impact through detailed analysis of client portfolios. In this essential role, you'll collect and analyze financial data while communicating with clients and portfolio managers. Ideal candidates have a Bachelor's degree in a relevant field and at least 2 years of experience. This full-time on-site position offers excellent benefits including fully paid medical and a profit-sharing plan. #J-18808-Ljbffr Boly:Welch
- ...investment firm in Portland is seeking a candidate for a wealth management role focused on financial data analysis and reporting. Responsibilities include... ..., calculating investment returns, and producing performance reports. Ideal candidates should have a finance-related...Data
$75k - $85k
Overview Job Number: 31593 Salary: $75K-$85K DOE Industry: Wealth Management Responsibilities Collect and input financial and performance data for client portfolios. Calculate and analyze investment returns and risk metrics. Produce recurring and ad-hoc performance...DataLocal area$99k - $266k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve... ...meet firm's/client's expectations. Use data and insights to inform conclusions and support...DataFull timeH1bLocal areaOverseas$95k
...DOE and annual bonus Industry: Wealth Management Qualifications Bachelor’s... ...management operations Proficiency in data management, spreadsheet applications, and performance measurement software (Tamarac,... ...our client’s next Performance Analyst! This is a newly created role...Data$155.3k - $213.51k
...Director, Operational Performance Management location: PORTLAND, OR, US, 97232 Company: PacifiCorp Power Your Greatness... ...resource allocation, and ensure the success of O&M plans through data-driven cost and resource planning. As part of the Delivery...DataFull timeTemporary workLocal area$107.27k - $167.2k
Celestica is seeking a Corporate Strategy Manager to support the Director, Corporate Strategy & Chief of Staff in developing and executing... ...strategic projects, conducting market analysis, and providing data-driven insights. Ideal candidates have 5-8 years' experience in...DataRemote job- Trend in Vancouver, WA, is seeking a skilled Account Manager to be the main point of contact for buyers. This role involves ensuring accounts run smoothly, providing performance reports, and making data-driven recommendations to support clients’ success. The ideal candidate...Data
- ...organizational deployment of performance improvement, including mentoring... ...and independent judgment. Manages large programs with substantial... ...; performs advanced data analyses, interprets results... ...Medical Staff, and volunteers driven in pursuit of one mission: living...DataWork experience placement
- ...role Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a... ...business development activities perform business analytics as needed to support... ...two years: Chartered Financial Analyst® (CFA®) certification Certified...DataFull timeFlexible hours
$134k - $202k
...believe the future of Legal Data Intelligence is powered by learning, amplified by AI, and driven by our customers' success. Our... ...executives, customer service managers, technical account managers,... ...competitive base salary, an annual performance bonus, and long-term...DataContract workRemote work- ...Managing Director, Performance Marketing About the Company Performance-based digital marketing agency... ...KPIs. Responsibilities also include data analysis, campaign optimization, and... ...practices in advertising networks. A data-driven approach to developing marketing...DataRemote work
$77k - $214k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting...DataFull timeH1b$77k - $214k
...Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20%... ...laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting...DataFull timeH1b$99k - $266k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...You will review and analyse financial data, prepare and file tax returns, and assist... ...member's unique strengths, and managing performance to deliver on client expectations. With...DataFull timeH1b$127.5k - $134.6k
...The Sr. Insights & Engagement Manager leads seasonal category... ...consumer insights, and market data into clear strategic direction... ...for a business category (run, performance, kids, etc.), translating enterprise... .... Why Work at KEEN: Driven by a passion for life outside...DataSeasonal work$103.6k - $189.7k
...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...where you'll be rewarded based on your performance and recognized for the value you... ...trust in capital markets. Enabled by data, AI and advanced technology, EY teams...DataSummer holidayWork at officeLocal areaFlexible hours- ...and strategists to financial analysts and data engineers, and so much more,... ...of both data pipelines and ML-driven analytics products. As IT Data QE Engineering Manager, you'll drive delivery excellence... ...to improve pipeline performance, scalability, and reliability...DataRemote jobLocal area
$76k - $125.3k
...Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose... ...A senior analyst in FSO EDGE WAM will be responsible... ...evaluate moderately complex data, computations, documentation... ...be rewarded based on your performance and recognized for the value...DataSummer holidayWork at officeLocal areaFlexible hours- ...Title: Business Systems Analyst 3 - Compliance, Change & Configuration Management Job Number: 11966... ...These responsibilities are performed by both teams / areas... ...Qual Card Program; 2) Data Mapping and Modeling;... ...for various compliance driven data requests. Arrange...DataFull timeContract workRemote work
- ...our site traffic generation. The Assistant Manager, On-site SEO is a key member of the eCommerce Performance Marketing team, responsible for driving and... ...broader SEO team to develop SEO strategies driven by testing, search data, analysis, and will communicate the impact...DataFull timeContract workTemporary workWork at officeLocal areaRemote workMonday to ThursdayFlexible hours
- A proven Salesforce Release Manager who will take ownership of all aspects related to ensuring... ...risks along the way; identify issues and perform root-cause analysis to ensure they are... ...sandbox metadata and appropriate data sets Validate Post Release Activities /Track...Data
$76k - $125.3k
...Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive... ...responsibilities A senior analyst in FSO EDGE WAM will be... ...moderately complex data, computations, documentation... ...be rewarded based on your performance and recognized for the value...DataSummer holidayWork at officeLocal areaFlexible hours- ...Join AZAD as a Technical Business Analyst and advise on and execute change management efforts for new system implementations... ...corporate, technology, or project-driven environment, with experience... ...Microsoft Project, Asana, or Jira. Data Analysis and Reporting: Ability to...DataLocal areaFlexible hours2 days per week1 day per week
$50k
...-facing partner to SC&L, enabling data-informed decisions that drive performance, cost savings, and operational efficiency... .../Duties of Position People Management and Team Leadership You will strategically... ...Behavior and Promoting Data-Driven Decision Making You will leverage...DataFull timePart timeBank staffLocal areaRemote workWork from homeMonday to Friday- Job Title: Technical Business Analyst 2 - Organizational Change Management Job Number: 11825 Location: Portland,... ...corporate, technology, or project-driven environment, with experience leading... ...Microsoft Project, Asana, or Jira. Data Analysis and Reporting: Ability to...DataContract workTraineeshipLocal area
- ...for our site traffic generation. The Manager, Technical Search Engine Optimization is a key member of the eCommerce Performance Marketing team, responsible for driving... ...to develop technical SEO strategies driven by testing, search data, analysis, and will communicate the...DataFull timeTemporary workWork at officeLocal areaRemote workMonday to ThursdayFlexible hours
- Purpose SCM Intelligence and Performance Management team is a core team that has significant and wide-ranging responsibilities across supply chain... ...to provide reporting resources to empower them with their data needs. The Manager SCM Intelligence and Performance...DataFull timeTemporary workWork experience placementWork at officeRemote workMonday to ThursdayFlexible hours
- David Yurman Enterprises LLC seeks a Channel Planner for its Beaverton location. This role supports the planning and performance management of the Direct-to-Consumer channels. You will analyze and drive sales across Retail and Ecommerce channels, evaluating inventory positions...Data
- A financial institution is seeking an Operations Manager in Portland, OR, to manage client requests and improve operational efficiency. Candidates should have over 5 years of experience in Data Analytics or Data Management and a Bachelor's degree in business. The role...Data
- A financial management platform company is seeking a Data and Analytics Engineer to join their team in Portland, Oregon. The role requires strong expertise in AWS and 3+ years of development experience. The engineer will collaborate closely with the team, focusing on developing...DataRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Performance Analyst - Wealth Management (Data-Driven). Be the first to apply!
- entry level data analyst no experience Portland, OR
- data analyst Portland, OR
- neuroscience data analyst Portland, OR
- data analyst full time Portland, OR
- data protection analyst Portland, OR
- remote data analyst Portland, OR
- data analyst supply chain analytics Portland, OR
- data analyst excel Portland, OR
- data analyst part time work from home Portland, OR
- remote data analyst intern Portland, OR

