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$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...SuggestedTemporary workWork at officeLocal areaRemote workWorldwide3 days per week$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- Highland Private Wealth Management, a Bellevue/Ellensburg wealth advisory practice, seeks an accomplished Advisor to build a personal book, manage client relationships, and drive revenue growth. The role is primarily on-site with remote flexibility possible for the right...SuggestedPrivate practiceRemote work
$85k - $95k
...Investment Research Analyst A Private Advisor team within Rockefeller Global Family Office is seeking... ...strategies Evaluate investment managers, strategies, and new opportunities through... ...: ~1-3 years of experience in wealth management, investment management,...SuggestedWork at officeLocal area- 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...
- Morgan, Lewis & Bockius LLP is seeking a Research Resources & Acquisitions Analyst to oversee acquisitions and contract support... ...accurate records. The position supports the Manager and oversees lifecycle processes, with a hybrid in-office schedule across multiple offices...Contract workWork at office
$157.23k - $192.17k
...Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...on wealth and estate planning, investments, banking, credit, insurance, charitable... ...is preferred. This role is hybrid. Team members who are in a...Temporary workWork experience placement3 days per week- Anglicotech, LLC in the Seattle area seeks a Financial Analyst II/III (mid) to deliver expert DoD financial management knowledge and actionable recommendations. The... ...collaboration, and process improvements in a hybrid setting out of Whidbey Island, WA. The successful...
$90k - $122k
...Symetra has an exciting opportunity to join our team as an Investment Operations Analyst ! About the Role The Investment Operations Analyst will... ...operations support to the Company's investment portfolio managers, traders, investment reporting, risk, and compliance teams...Work experience placementWork at officeImmediate startRemote workWork from homeNight shift- ...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
$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...- 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
- ...Wright Tremaine LLP seeks a Financial Data Analyst in Seattle to design, develop, and... ...insights, and collaborate with attorneys and management on analytics projects. The role requires... .... A supportive, inclusive culture and a hybrid work model are offered. #J-18808-Ljbffr...
- ...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...
$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- Family Office Investment Research Analyst Location: Seattle, WA Our client is a rapidly growing Registered... ...with the Director of Investment Management and the CIO. The ideal candidate will... ...the firm. Their mission is to support wealth creators, entrepreneurs, innovators,...Full timeWork at office
- ...industry player is seeking a motivated Investment Research Analyst to join their dynamic team. This role... ...a unique opportunity to support wealth creators and enhance their impact on... ...to shaping the future of investment management. #J-18808-Ljbffr Next Level Recruiting...Work at office
$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- Cambia Health Solutions in multiple West Coast and other locations is seeking a Strategic Financial Analyst for a hybrid role with 3 days in office. You will build budgets, forecasts, perform variance analysis, ROI and cost-benefit studies to support new business opportunities...Work at office
- 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
- BizFirst is supporting a U.S. DOT program with a mid-level Financial Analyst/Specialist role focused on IT financial management, cost modeling, and systems integration support. The role emphasizes hands‑on implementation, monthly billing, reconciliations, and compliance...
- Savers, Inc. is seeking a Senior Financial Analyst in Bellevue, WA to support the Supply and Supply Chain operations with advanced financial... ...a background in accounting/finance and 3-5 years in finance. A hybrid work setup is available with two on-site days in Bellevue. #J-...
- ...engagement. The position emphasizes collaboration with broking teams, development of pricing strategies, and use of modern analytical tools to add value in reinsurance discussions. It is a hybrid role with three days in the office and two remote. #J-18808-Ljbffr Guy CarpenterWork at officeRemote work
- ...Wealth Advisor LPL Financial collaborates with banks to provide... ...banking, lending and wealth management needs of its clients. Mechanics... ...) to deliver Non-Deposit Investment Products (NDIPs) and services... ...attention to detail Effective research and analysis skills Pay...Work at officeLocal area
- ...healthcare institution in Bellevue seeks a Senior Healthcare Financial Analyst to develop financial models, assist with budgeting, and analyze... ...analysis, preferably in healthcare. The position offers a hybrid work environment, competitive salary, and various benefits...
$85k - $140k
...Job Description Job Description Audit Senior or Audit Manager Audit Senior or Audit Manager Position Overview We are seeking... ...engagements across a diverse portfolio of clients. In this hybrid role, you will take ownership of the entire audit lifecycle-from...Ongoing contractWork at officeLocal areaRemote workFlexible hours- Clark Nuber is seeking an Audit Senior Manager to lead engagements for privately held companies across industries. You’ll oversee audits... ...while upholding Clark Nuber’s standards. The role offers a hybrid schedule (office 2-3 days/week), strong career progression, and...Work at office2 days per week3 days per week
$100k
...Northwest and beyond. Audit Managers can go beyond compliance work... ...collaborative culture known for investing in its people. You’ll have... .... This role is offered as a hybrid schedule or fully virtual. Essential... ...in a timely fashion. Research new GASB standards, assess impact...Temporary workWork experience placementLocal areaFlexible hours- ...with a team of advisors to apply subject matter expertise and deliver value-driven guidance. This role leverages technology to reinvent wealth management, combining planning, investments, and tax strategies with feedback to our product team. #J-18808-Ljbffr 53 Stations
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