Investment banking analyst Jobs in Portland, OR
Last updated: 1 day ago
A company is looking for an AVP, Financial Analyst, Relationship Banking.Key ResponsibilitiesDevelop and analyze profitability and pricing recommendations for consumer and commercial deposit produc...Show moreLast updated: 1 day ago
You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis.
You will specifically be responsible for the in...Show moreLast updated: 30+ days ago
Our client a highly respected feeonly portfolio management and fiduciary firm with over $200 billion in assets under management is looking for qualified financial professionals to join their firm i...Show moreLast updated: 1 day ago
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future.
You will work closely with on...Show moreLast updated: 10 days ago
The Business Banking Team Lead will lead a team of Business Banking Relationship Managers and actively seek new business relationships and cultivate existing relationships with business owner clien...Show moreLast updated: 7 days ago
Position Overview The Investment Operations Analyst is responsible for the preparation of standardized client investment deliverables, the collection and maintenance of investment data, and coordin...Show moreLast updated: 25 days ago
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 30+ days ago
This is a full-time position, including benefits, based in Vancouver, WA.As our business grows, we are adding to our team and looking to hire a Investment Analyst.
Reporting to our Director of Portf...Show moreLast updated: 9 days ago
This is a full-time position, including benefits, based in Vancouver, WA.As our business grows, we are adding to our team and looking to hire a Investment Analyst.
Reporting to our Director of Portf...Show moreLast updated: 5 days ago
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 30+ days ago
The Senior Research Analyst is directly involved in the investment selection, due diligence and ongoing monitoring of 3rd party investment managers.
The position entails developing strong relationsh...Show moreLast updated: 30+ days ago
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 28 days ago
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 28 days ago
Primarily responsible for the ongoing development of new business relationships for the bank through networking and community centered activities.
Efforts directed toward depository accounts and ser...Show moreLast updated: 10 days ago
SW Hall Boulevard - Beaverton, Oregon 97005.Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and c...Show moreLast updated: 19 days ago
In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 30+ days ago
- Promoted
Financial Analyst, Relationship Banking
VirtualVocationsVancouver, Washington, United StatesFull-time
Regulatory GAAP and Statutory Investment Reporting Analyst
Lincoln Financial GroupPortland, OR (Oregon)$67,000.00–$120,700.00 yearly
- Promoted
Investment Counselor - Portland
CNI Consulting Inc.Portland, Oregon, USA$20,000.00–$30,000.00 yearly
Full-time
Investment Associate
Royal Bank of Canada>Portland, United States of America$45,000.00–$75,000.00 yearly
- Promoted
Business Banking Team Leader
RIVERVIEWVancouver, WA, United States$119,000.00–$170,000.00 yearly
Full-time
Investment Operations Analyst
Multnomah GroupPortland, OR, USQuick Apply
Investment Advisor - Counselor
Lordan AssociatesPortland, OR$105,000.00–$130,000.00 yearly
- Promoted
Investment Analyst
Martel Wealth Advisors, Inc.Vancouver, WA, United StatesFull-time
- Promoted
Investment Analyst
Martel Wealth Advisors IncVancouver, WA, United StatesFull-time
Investment Advisor - Counselor
Integra PersonnelPortland, OR$105,000.00–$130,000.00 yearly
Senior Investment Research Analyst-BMO Wealth Management
BMOPortland, OR, USA$94,300.00–$174,900.00 yearly
Full-time
Investment Advisor - Counselor
Ives & AssociatesPortland, OR$105,000.00–$130,000.00 yearly
Investment Advisor - Counselor
Cameron Craig GroupPortland, OR$105,000.00–$130,000.00 yearly
Investment Advisor - Counselor
SearchStarsPortland, OR In this role, the successful candidate will partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and a professional sales team to give clients the b...Show moreLast updated: 28 days ago
- Promoted
Relationship Banking Officer
Oregon Pacific BankPortland, OR, USFull-time
- Promoted
Business Banking Relationship Manager
Key BankBeaverton, OR, United StatesFull-time
Investment Advisor – Counselor
Surf Search IncPortland, ORFull-time
Financial Analyst, Relationship Banking
VirtualVocationsVancouver, Washington, United States1 day ago
Job type
- Full-time
Job description
A company is looking for an AVP, Financial Analyst, Relationship Banking.Key ResponsibilitiesDevelop and analyze profitability and pricing recommendations for consumer and commercial deposit productsPrepare competitive analysis and support integration of client profitability into business decisionsCollaborate with various teams and assist in the development of business cases for new or modified productsRequired QualificationsBachelor's Degree in Accounting, Finance, or a related fieldMinimum of 5 years of financial analytics experience; deposit data experience preferredAdvanced skills in SQL and Excel; knowledge of data analysis tools like Power BI or Snowflake preferredProficiency in data mining and manipulation of data setsAbility to manage multiple projects simultaneously