Investment Analyst — Portfolio Performance & Data

Cerity Partners
Seattle; Washington, US
On-site

Job Description

A financial services firm based in Seattle is seeking a dedicated professional to monitor and report on client portfolio performances. The role requires a Bachelor's degree in Business or a related field and sound knowledge of financial markets and investment performance measurement. Key responsibilities include creating reports for clients, maintaining records, and collaborating with research departments. The position offers a compensation range of $81,000 to $90,000 along with benefits such as health insurance and a 401(k) match.

Skills & Requirements

Technical Skills

Financial marketsInvestment performance measurementClient portfolio performanceClient reportingRecord keepingCollaboration with research departmentsCollaborationCommunicationProblem solvingAttention to detailAnalytical skillsOrganizational skillsFinancial servicesPortfolio performanceInvestment analysisClient reportingRecord keepingCollaboration with research departments

Salary

$81,000 - $90,000

year

Employment Type

FULL TIME

Level

mid

Posted

4/14/2026

Apply Now

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