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Investment manager Jobs in Portland, OR

Last updated: 4 days ago
Regulatory GAAP and Statutory Investment Reporting Analyst

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupPortland, OR (Oregon)
$67,000.00–$120,700.00 yearly
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: 11 days ago
  • Promoted
Investment Manager

Investment Manager

Baker Ellis Asset Management, LLCVancouver, WA, US
Full-time
Baker Ellis Asset Management is a leading boutique investment advisory firm in Vancouver, Wash.The firm serves high-net-worth clients in the Northwest and globally. Established in 2002 by the two ow...Show moreLast updated: 4 days ago
Crypto Investment Analyst (Remote)

Crypto Investment Analyst (Remote)

Token MetricsBeaverton, Oregon, United States, 97008
Remote
As a Crypto Investment Analyst at Token Metrics, you will play a crucial role in identifying and evaluating emerging cryptocurrencies and Web3 projects with the potential for exponential returns.Yo...Show moreLast updated: 25 days ago
Investment Property Group is hiring : Community Manager Apartment Community in Po

Investment Property Group is hiring : Community Manager Apartment Community in Po

MediabistroPortland, OR, United States
$70,000.00 yearly
Full-time
We dare you to quit your boring job.We have the perfect position for you.Now is the time to make your move!.Investment Property Group owns and operates 151 properties throughout 13 states! Our curr...Show moreLast updated: 21 days ago
  • Promoted
Senior Mainframe Associate Manager / Manager

Senior Mainframe Associate Manager / Manager

AccentureBeaverton, OR
$77,700.00–$177,200.00 yearly
Are you an expert Mainframe Associate Manager / Manager with unparalleled.COBOL, JCL, VSAM, CICS, DB2, Assembler, REXX, SPUFI, TSO ISPF, RACF,. Are you ready to leverage your expertise to take our mai...Show moreLast updated: 12 days ago
Investment Advisor - Counselor

Investment Advisor - Counselor

Lordan AssociatesPortland, OR
$105,000.00–$130,000.00 yearly
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
Senior Investment Research Analyst-BMO Wealth Management

Senior Investment Research Analyst-BMO Wealth Management

BMOOR,BMOFO Portland,H
$94,300.00–$174,900.00 yearly
Full-time
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
Investment Advisor - Counselor

Investment Advisor - Counselor

Apple & AssociatesPortland, OR
$105,000.00–$130,000.00 yearly
Permanent
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
Media Buyer, Digital Investment

Media Buyer, Digital Investment

Media.MonksPortland, United States
$55,000.00–$70,000.00 yearly
Full-time
As a Media Buyer, Digital Investment, you'll be making a large impact as a rapidly growing agency.We're looking for a self starter with very high standards for your work with excellent problem-solv...Show moreLast updated: 30+ days ago
Investment Advisor - Counselor

Investment Advisor - Counselor

Career Professionals, IncPortland, OR
$105,000.00–$130,000.00 yearly
Permanent
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
Investment Advisor - Counselor

Investment Advisor - Counselor

Integra PersonnelPortland, OR
$105,000.00–$130,000.00 yearly
Permanent
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
Investment Advisor - Counselor

Investment Advisor - Counselor

Bridgeway ProfessionalsPortland, OR
Full-time
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
State Income and Franchise - Investment Management Tax Manager - Multistate

State Income and Franchise - Investment Management Tax Manager - Multistate

DeloittePortland, OR
$95,900.00–$203,060.00 yearly
Full-time
Are you a strategic and creative Multistate Tax professional who loves solving complex state and local tax issues? Are you intrigued by the tax considerations specific to investment management, pri...Show moreLast updated: 12 days ago
Investment Advisor - Counselor

Investment Advisor - Counselor

Easley Resource GroupPortland, OR, US
$105,000.00–$130,000.00 yearly
Full-time
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
Community Manager Apartment Community Job at Investment Property Group in Portla

Community Manager Apartment Community Job at Investment Property Group in Portla

Investment Property GroupPortland, OR, United States
$70,000.00 yearly
Full-time
We dare you to quit your boring job.We have the perfect position for you.Now is the time to make your move!.Investment Property Group owns and operates 151 properties throughout 13 states! Our curr...Show moreLast updated: 19 days ago
  • Promoted
Investment Portfolio Analytics Manager

Investment Portfolio Analytics Manager

VirtualVocationsAloha, Oregon, United States
Full-time
A company is looking for a Manager, Investment Portfolio Analytics.Key ResponsibilitiesOptimize and support the investment data and portfolio analytics platformManage the creation of reports for se...Show moreLast updated: 10 days ago
Investment Advisor - Counselor

Investment Advisor - Counselor

The Recruiting ProPortland, OR
$105,000.00–$130,000.00 yearly
Full-time
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
Associate Investment Delivery Manager (Portland, OR) #

Associate Investment Delivery Manager (Portland, OR) #

PacifiCorpPORTLAND, OR, US
$100,700.00–$118,400.00 yearly
Full-time
Facilitate the delivery of the Transmission and Distribution Operations capital budget delivery by providing technical analysis, budgeting, forecasting, and performance reporting through the Invest...Show moreLast updated: 30+ days ago
Investment Advisor – Counselor

Investment Advisor – Counselor

Surf Search IncPortland, OR
Full-time
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 Planner

Financial Planner

Deschutes Investment ConsultingPortland, OR, US
Full-time
We are adding a financial planner to our very experienced team.We hire smart, self-motivated, personable people who have a passion for helping our clients invest and plan for their future.This posi...Show moreLast updated: 13 days ago
Regulatory GAAP and Statutory Investment Reporting Analyst

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupPortland, OR (Oregon)
11 days ago
Salary
$67,000.00–$120,700.00 yearly
Job description

What you'll be doing

  • 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 investment disclosures for LFG’s SEC (10K and 10Q Investment related footnotes and disclosures) and Statutory reporting (including blue book and green book schedules, footnotes, general interrogatories etc.).
  • You will provide accounting information on fixed income and other investments for existing and developing investment strategies for compliance with accounting / reporting regulations.
  • You will resolve discrepancies and take actions on matters and inquiries on the General Account Invested Assets from portfolio management and multiple asset managers.
  • You will support an effective function for your assigned area by identifying risks, researching technical investment accounting issues, and gathering all necessary information. You will communicate identified risks and financial implications to management.
  • You will collaborate effectively with team members and applicable key stakeholders across the enterprise to facilitate the accurate and timely completion of the investment accounting process.
  • You will remain current in professional and industry trends and make a positive contribution by making suggestions for improvement, and learning new skills, processes and procedures.
  • Maintains knowledge on current and emerging developments / trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

What we’re looking for

  • 4 Year / Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) - Minimum Required
  • Prior experience working in investment accounting or accounting systems is needed #
  • 5+ Years of experience in accounting, securities or financial reporting that directly aligns with the specific responsibilities for this position
  • Technical knowledge in investment accounting
  • Demonstrates strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions.
  • Demonstrates strong relationship management skills with internal clients ( management, peers and colleagues) and external parties (asset managers, reinsurers, other external partners); proven ability to develop collaborative approaches.
  • Demonstrates ability to identify and recommend processes improvements.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Successfully completes regulatory and job training requirements.
  • Application Deadline

    Applications accepted until 3 / 31 / 24

    What’s it like to work here? At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What’s in it for you :

    Clearly defined career tracks and job levels, along with associated behaviors for each Lincoln leadership Attribute.

    Leadership development and virtual training opportunities

    PTO / parental leave

    Free financial counseling, health coaching and employee assistance program

    Tuition assistance program

    A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

    Effective productivity / technology tools and training

    The pay range for this position is $67,000 - $120,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.