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2 Senior Investment Analyst & Portfolio Manager Jobs in Bellingham, WA

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Portfolio Manager
Indigo Real Estate
Bellingham, WA | Full Time
$99k-139k (estimate)
4 Days Ago
Senior Investment Analyst & Portfolio Manager
Saturna Capital Corporation
Bellingham, WA | Full Time
$98k-128k (estimate)
1 Week Ago
Senior Investment Analyst & Portfolio Manager
Saturna Capital Corporation Bellingham, WA
$98k-128k (estimate)
Full Time 1 Week Ago
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Saturna Capital Corporation is Hiring a Senior Investment Analyst & Portfolio Manager Near Bellingham, WA

Job DescriptionThe Senior Investment Analyst and Portfolio Manager will report to the Chief Investment Officer and will be responsible for providing detailed fundamental analysis of the domestic and international Real Estate industry and associated companies.
Location: Bellingham, WA (onsite/Hybrid)
Salary Range: $163,500 – 250,000 annual salary (DOE)
Primary duties include:
  • Provide coverage and detailed fundamental analysis of domestic and international real estate companies and industries, including developing long-term investment themes
  • Present investment recommendations to the investment committee
  • Incorporate sustainability evaluation in company analysis
  • Act as portfolio manager for Real Estate Fund and Portfolios
  • Assist in marketing through webinars, client marketing, press interviews, etc.
Our Employee Benefits package includes:
  • 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
  • Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
  • Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
  • 401k with generous match
  • Profit sharing and annual performance bonuses
  • 11 personal and 10 vacation paid days off
  • 10 paid holidays (per NYSE holiday schedule)
  • Paid Parental and Bereavement leaves
  • Up to $1,000 per month in childcare/tuition assistance
  • Adult continuing education and professional development assistance
  • Free YMCA gym membership
  • Home-buyer assistance program
Required Education and Experience:
  • Bachelor’s Degree required; MBA Preferred
  • CFA Charter Holder
  • Appropriate FINRA registrations (SIE, 7 and 66)
  • Minimum 10 years’ experience in stock analysis and portfolio management
We are an Equal Opportunity Employer and a Drug-free Workplace. We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We Use E-Verify
CA Residents, please see our privacy notice here: https://www.saturna.com/privacy-center

Job Summary

JOB TYPE

Full Time

SALARY

$98k-128k (estimate)

POST DATE

06/22/2024

EXPIRATION DATE

08/21/2024

WEBSITE

saturna.com

HEADQUARTERS

Bellingham, WA

SIZE

200 - 500

Show more

Copywriter/Financial Editor
Saturna Capital Corporation
Full Time
$70k-90k (estimate)
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