- Coldstream Wealth Management (Bellevue, WA)
- …prioritize effectively + Series 65 license or willing to obtain within first 3 months Keyword: Portfolio Trading Analyst From: Coldstream Wealth Management ... Job Descriptions: Are you looking for a way to utilize your trading experience to take the next step in your investment career? If so, this new position may be a… more
- Coldstream Wealth Management (Bellevue, WA)
- …is preferred + Series 65 (waived if you have the CFA); CFA or progress towards CFA is a plus Keyword: Portfolio Analyst From: Coldstream Wealth Management ... Portfolio Managers and the Chief Investment Officer. The analyst will report to the CIO and collaborate with...of private investments is preferred + 1-2 years of trading experience; experience with Tamarac is a plus +… more
- Principal Financial Group (Seattle, WA)
- …application, stock valuation modeling, portfolio construction, performance monitoring, and trading + Support our Research Analyst team to generate ideas ... of 2025. The intern will join the equity research analyst team of Principal Asset Management with over 100...to personal and business conduct as well as personal trading activities for you and members of your household.… more