We are searching for a Portfolio Accountant / Investment Analyst. In this role, you will update financial models, perform research, valuations, and appraisals of financial instruments, markets, and businesses.

Investment Analyst Responsibilities:

• Compiling financial data into reports
• Reporting discrepancies and issues when they arise
• Assessing business and asset valuations.
• Calculating risks and opportunities.
• Monitoring market trends and investment portfolios.
• Analyzing previous investment decisions and generating key takeaways.
• Producing financial models for integration into decision-making processes.

Requirements:

• A bachelor's degree in finance, investment banking, or accounting.
• Strong mathematical and numerical skills.
• Proficiency in data collection and analysis.
• Strong proficiency with MS Excel
• Excellent research and writing abilities.
• Progressing towards CFA charter a plus
• Thorough understanding of financial analysis and investment strategy.

Job Type: Full-time

Pay: From $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Experience level:

• 1 year
• 2 years
• 3 years

Schedule:

• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Ability to Relocate:

• Bellevue, WA: Relocate before starting work (Required)

Work Location: In person