Top 58 Investment associate Jobs in Bellevue Wa

Institutional Investment Consulting Associate
Mercer —Seattle, WA
- $67,000 - $134,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- 401(k)
14d
Registered Branch Associate
Edward Jones —Bothell, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
14d
Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
Client Service Associate
Coldstream Wealth Management —Bellevue, WA
- $60,000 - $70,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Quick Apply
Wealth Management Client Associate
Bank of America —Bellevue, WA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate, Investment Banking
Coldstream Wealth Management —Bellevue, WA
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
5d
KPB Client Service Associate - Trust
KeyBank National Association —Seattle, WA
- $25.00 - $38.46 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Trust Associate
D.A. Davidson —Seattle, WA
- $23 - $27 an hour
- Overtime
- Research
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Associate Client Advisor
Bessemer Trust Company, N.A. —Seattle, WA
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Registered Client Associate
D.A. Davidson —Seattle, WA
- $30 - $36 an hour
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Associate Financial Advisor
Robert W. Baird —Seattle, WA
- $71,800 - $97,100 a year
- Mid-level
- Office
- 3 years
- Opportunities for advancement
Associate Trader, Fixed Income
Russell Investments —Seattle, WA
- $100,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
Emerging Companies & Venture Capital Associate Attorney - Midlevel
Perkins Coie —Seattle, WA
- $235,000 - $365,000 a year
- Full-time
- Hybrid work
- Mid-level
- Communication skills
- Paid holidays
- Health insurance
Investment Associate
Cadence Real Estate Advisors —Seattle, WA
- $95,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
9d
Wealth Management Associate
Coldstream Wealth Management —Bellevue, WA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
14d
Client Service Associate | Wealth Management
Threadline Wealth —Bellevue, WA
- $63,000 - $86,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Administrative experience
- Health insurance
- Retirement plan
Quick Apply
9d
Wealth Management Associate
Equitable Advisors —Bellevue, WA
- $43,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Bellevue, WA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate Implementation Portfolio Manager
Russell Investments —Seattle, WA
- $80,500 - $90,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
Associate Trader/Trader, Derivatives
Russell Investments —Seattle, WA
- $90,000 - $140,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance

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investment associate jobs near bellevue wa

Institutional Investment Consulting Associate

Mercer -
Seattle, WA

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Job Details

Full-time
$67,000 - $134,000 a year
14 days ago

Benefits

Health insurance
401(k)
Tuition reimbursement
Employee assistance program

Qualifications

Spreadsheets
Bachelor's degree
Managing projects
Productivity software
Delegation

Full Job Description

Company:

Mercer

Description:

We are seeking a talented individual to join our Wealth team at Mercer, a Marsh business . This role can be based in Chicago, Columbus, Dallas, Denver, Irvine, Los Angeles, Minneapolis, Phoenix, Pittsburgh, San Francisco, Seattle, Southfield, or St. Louis and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

As an Institutional Investment Consulting Associate , you will play a key role in supporting investment advice for a diverse range of institutional clients and collaborating with experts to build portfolios, evaluate asset managers, and analyze portfolio performance. You’ll ensure clear communication of critical updates and assist in managing consulting relationships through meeting coordination, project management, and timely delivery of reports. This is a dynamic opportunity to develop deep industry knowledge while contributing to impactful client outcomes!

We will count on you to:

Examine and monitor developments at investment management firms and communicate relevant updates to clients
Manage projects by ensuring timely, high quality client deliverables, delegating work to analysts, providing guidance, and ensuring peer review
Thrive and be motivated by an environment that embraces AI and technology-enabled tools
Produce accurate and detailed client reports through analysis of client-specific investment data, ongoing investment performance, and manager monitoring
Liaise with investment managers and custodians to gather and clarify client-specific data for reporting or any other client-related matters
Support investment manager searches, investment structure reviews, mutual fund selection, asset allocation studies, new business presentations, and other investment-related activities
Participate in quarterly or ad-hoc client meetings
Analyze and edit investment policy statements and conduct strategic portfolio structure and asset allocation analysis

What you need to have:

Bachelor's degree from an accredited institution with coursework in business or investment-related courses
2-5 years of relevant investment experience
Actively pursuing or willing to obtain the CFA, CAIA, CIMA, or CIPM designation
Knowledge of performance calculations, risk metrics, and portfolio construction
Self-motivated and effective in a highly collaborative team environment
Ability to multitask and manage multiple priorities in a rapidly changing, dynamic setting
Strong analytical, project management, and communication skills
High-level attention to detail and an understanding of its impact on the bigger picture
Commitment to continuous learning and staying current with industry trends and market conditions
Adaptability and decisiveness
Proficient in Microsoft Excel, Word, and PowerPoint

What makes you stand out?

Familiarity with a variety of institutional clients and plan types

Why join our team:

We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

The applicable base salary range for this role is $67,000 to $134,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Apply Now

Refine Your Search

investment associate jobs in bellevue wa

Institutional Investment Consulting Associate

Registered Branch Associate

Associate Wealth Manager

Client Service Associate

Wealth Management Client Associate

Associate, Investment Banking

KPB Client Service Associate - Trust

Trust Associate

Associate Client Advisor

Registered Client Associate

Associate Financial Advisor

Associate Trader, Fixed Income

Emerging Companies & Venture Capital Associate Attorney - Midlevel

Investment Associate

Wealth Management Associate

Client Service Associate | Wealth Management

Wealth Management Associate

Wealth Management Associate - Retirement Benefits Group

Associate Implementation Portfolio Manager

Associate Trader/Trader, Derivatives

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