Hybrid Investment Analyst: Wealth Management & Research
Valid8 Financial, Inc.
Threadline Wealth in Bellevue, WA is seeking an Investment Analyst to support investment reporting, research, due diligence, and client materials across public-market and alternative investments. The role involves producing accurate investment data, coordinating due diligence activities, and preparing advisor‑facing communications. It offers a hybrid schedule with occasional travel, and requires a Bachelor's degree with 1+ year in investment research. Visa sponsorship is not provided. #J-18808-Ljbffr Valid8 Financial, Inc.
$81k - $100k
Threadline Wealth is an independent SEC-registered investment adviser serving high-net-... ...sophisticated wealth management and investment... ...Summary The Investment Analyst is a member of the... ...reporting, research, documentation, and... .... We anticipate a hybrid work arrangement,...SuggestedFull timeWork at officeRemote work- Parametric, part of Morgan Stanley, seeks an Operations Analyst to gain broad exposure to investment management operations across onboarding, billing, settlement,... ...contribute to daily processing and reporting in a hybrid work model. The role emphasizes accuracy,...Suggested
$90k - $120k
...Portfolio & Wealth Planning Analyst Robertson Stephens Wealth Management ("Robertson Stephens") is a privately held national wealth management firm with roots... ...of the country's most legendary tech-focused investment banks. In the 1990s, the original Robertson Stephens...SuggestedTemporary workWork at officeFlexible hours- Range is reinventing wealth management with a holistic platform. We seek an experienced Financial Planner to craft member-specific financial... ...a broad team to leverage our tools and provide tax-aware, investment-backed strategies. Role is based at Range's Headquarters in...SuggestedWork at officeLocal areaRelocationMonday to Friday
$70k
...providing a wide range of investment banking, securities, wealth management, and investment... ...is part of Parametric's hybrid working model, which includes... ...annual discretionary bonus. ANALYST DESCRIPTION We are... ...clients and turn investment research into real-world portfolios...SuggestedTemporary workWork at officeLocal areaRemote workWorldwideRelocation3 days per week- Charles Schwab is seeking a Sr. Manager, Wealth Advisor to join its esteemed Wealth Advisory team in Bellevue, Washington. This role emphasizes personalized investment advisory services, allowing you to develop strong client relationships while mentoring junior team members...
- A leading investment firm based in Seattle is seeking an experienced Investment Analyst to support senior Client CIOs in delivering high-quality investment solutions. The role involves managing client relationships, preparing analysis and presentations, and collaborating...
- ...Senior Investment Analyst Seattle, WA Waverly Advisors' primary goal is to serve our clients... ...communities. We aren't your typical wealth management firm. Our intense client focus is at... ...background, with a focus on research and analysis within a multi-asset, diversified...Local area
- ...Financial Analysis Lead Analyst POSITION SUMMARY The Financial Analysis Lead Analyst primary responsibilities will be: Actively manage the Sales commission process and reporting, as well as address interactions and questions from Sales Directors. Continually improve...Local areaWork from home
- A leading financial institution is seeking an Advisor Trainee in their Summer Analyst Program. This role offers exposure to wealth management including investments, lending, and banking services. You will collaborate with a team to provide customized financial solutions...TraineeshipSummer work
$120.9k - $180k
...seeking a Principal Financial Planning Analyst in Redmond, WA. This position will own FP... ...for IT financials, leading OPEX and CAPEX management for Latin America. Candidates should... ...communication with senior leadership. This hybrid position offers a salary range of $120,9...$70k - $140k
...services firm providing a wide range of investment banking, securities, wealth management and investment management services... ...This role is part of Parametric's hybrid working model, which includes... ..., conducting investment research, and supporting client communications...Full timeTemporary workWork at officeLocal areaRemote workWorldwide3 days per week- ...Seattle is seeking a Security Assurance Analyst to support its Information Security program... ...system audits, assist in vulnerability management, and ensure major systems comply with... ...such as CISA/CISSP or Security+ preferred. Hybrid work and strong benefits offered. #J-18...
- ...in Bellevue, Washington, is seeking both a Financial Analyst and a Senior Financial Analyst to manage comprehensive financial functions. This includes developing... ...a background in healthcare. The position offers a hybrid schedule and a comprehensive benefits package. #J-188...
$75k - $125k
...closely with portfolio managers, and the ability to... ...are seeking Financial Analysts who have the ability to... ...business. OUR IMPACT Wealth Management Across Wealth... ...financial planning, investment management, banking and... ...analyzing asset allocations, researching potential investments,...Full timeTemporary workPart time$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...client connections, and learning how to manage and inspire others. Navigating... ...CO-Denver; TN-Nashville; MI-Detroit; US-Hybrid; NJ-Florham Park; FL-Orlando; PA-Philadelphia...Full timeSecond jobH1b- ...Washington, DC, is seeking an Investment Analyst to support the endowment... ...investment operations, data management, reporting, and gradually expanding into portfolio research as experience grows. Regular... ...the position is full-time and hybrid, with in-office collaboration...Full timeWork at office
- ...County’s Wastewater Treatment Division seeks a Senior Portfolio Analyst to manage the capital portfolio, measure performance, and provide data-... ...the Portfolio Planning and Analysis (PPA) Unit and follows a hybrid work model in Seattle, WA. Responsibilities include portfolio...
$90.23k
...journey. Where your co-workers are invested in you and your success.... ...seeking a Senior Financial Analyst to join our Corporate FP&A Team... ...initiatives. • Supports management through in-depth analysis and... ...as required. #LI-LP2 #LI-HYBRID Skills & Abilities • Advanced...Work experience placementH1b$140k - $180k
...Do you have experience working with financial advisors and wealth management clients on banking solutions to meet their needs? Are you a... ...provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland,...Full timeFlexible hours$99k - $124k
Strive Health Services LLC is seeking a Lead Actuarial Analyst, MA Risk Adjustment to join their Seattle team. In this role, you will... ...adjustment analytics and at least 3 actuarial exams completed. Enjoy hybrid-remote work options and a competitive salary ranging from $99,0...Remote job- A leading actuarial firm in Seattle seeks an SVP Actuarial Advisor to serve as a strategic partner to brokers and clients. In this hybrid role, you will independently propose actuarial services, modify complex models, and lead a team in building pricing strategies. The...
- ...The role oversees budgeting, accounting, contracting, and grants management while supporting strategic sustainability planning and program... ...finance and administrative services manager, works in a hybrid model in Seattle, and requires strong communication with program...
$125.4k - $181.88k
...Yourself. The Senior Private Wealth Advisor, Practice Lead plays... ...Specialist. While not a people management position, this role will set... ...the ‘Personal Strategy’ investment strategy; recommend, implement... ...local law. ***For remote and hybrid positions you will be required...16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$77.19k - $114.25k
...Sr. Financial Analyst Pay Range: $77,193 - $114,247 Savers Benefits... ..., counseling, diabetes management, chronic joint pain) Paid Time... ...and local communities. An investment in the career path interests... ...less Work Type/Location: Hybrid 2 days per week in Bellevue,...Work at officeLocal areaFlexible hours2 days per week- Addison Group is actively seeking a Senior Financial Analyst to join our finance team. The role will provide critical finance support and storytelling to operational leaders, partnering with cross-functional teams to drive performance. The position is based in-office in...Work at office3 days per week
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide... ...banking, lending, and wealth management needs of its clients.... ...branches) to deliver Non-Deposit Investment Products (NDIPs) and services... ...attention to detail Effective research and analysis skills Pay...Work at officeLocal area- ...employee-owned, independently operated wealth management firm providing personalized client services... ...to our clients. This position offers a hybrid work environment, with team members... ...taxation ~ Interest and experience in tax research ~ Strong written and verbal...Work at officeLocal areaWork from homeFlexible hours3 days per week
- ...mon Company International in Bellevue, WA is seeking a Financial Analyst to assist in financial analysis, planning, budgeting, and... ...skills in Excel, Tableau, Power BI, and GAAP. The position offers a hybrid work model and comprehensive benefits. #J-18808-Ljbffr...
- Savers is hiring a Senior Financial Analyst in Bellevue, WA. The role supports Savers' supply chain operations applying advanced financial... ...experience in retail or manufacturing. This position offers a hybrid work model and is focused on driving supply chain efficiency...
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