Investment Reporting Analyst

4 weeks ago


Portland, United States Bank of Montreal Full time

Application Deadline:09/12/2024 Address:4380 S Macadam Avenue. Job Family Group:Wealth Sales & Service. Job Description:This role requires a person who is motivated, eager to learn, likes to get things done and has a mentality of ownership. We seek i Reporting Analyst, Investment, Reporting, Analyst, Processing, Accounting, Banking, Business Services



  • Portland, Oregon, United States BMO Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Investment Reporting Analyst to join our team at BMO. As a key member of our Portfolio Accounting and Reporting Team, you will play a critical role in maintaining accurate data on our portfolio accounting and performance reporting systems.Key ResponsibilitiesDeliver Timely and Accurate Data...


  • Portland, Oregon, United States Fisher Investments Full time

    Are you driven by the desire to make a meaningful difference? Do you have a keen interest in understanding the complexities of financial markets, investment strategies, and portfolio analysis? Your expertise and enthusiasm could enhance our capability to facilitate our comprehensive portfolio management approach and assist clients in achieving their...


  • Portland, Oregon, United States Fisher Investments Full time

    Are you driven by the desire to make a meaningful difference? Do you have a keen interest in understanding the intricacies of financial markets, investment strategies, and portfolio analysis? Your expertise and enthusiasm could enhance our capability to facilitate our comprehensive portfolio management approach and assist clients in achieving their...

  • Investment Analyst

    4 weeks ago


    Portland, Oregon, United States Aldrich Full time

    Job TypeFull-timeDescriptionAldrich Wealth is a dynamic, fast-growing and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego...


  • Portland, United States VanderHouwen Full time

    Sr. Financial Reporting Analyst Our dynamic and innovative client, a growing real estate investment trust, is seeking an experienced Senior Financial Reporting Analyst to support their expanding operations. The ideal candidate is adaptable, self-motivated, and thrives in a fast-paced environment where they can see the immediate impact of their work. This...


  • South Portland, Maine, United States ReVision Energy Full time

    The Investment Asset Analyst will play a crucial role in optimizing the financial returns for all of ReVision Energy's photovoltaic (PV) and electric vehicle (EV) assets, as well as those managed on behalf of external stakeholders. This position uniquely combines financial evaluation with oversight of accounting and operational functions related to the...


  • South Portland, Maine, United States ReVision Energy Full time

    The Investment Asset Analyst will play a crucial role in optimizing the financial returns for all of ReVision Energy's photovoltaic (PV) and electric vehicle (EV) assets, as well as those managed on behalf of external owners. This position uniquely combines financial evaluation with oversight of accounting and operational functions related to the assets. The...


  • South Portland, Maine, United States ReVision Energy Full time

    The Investment Asset Analyst will play a crucial role in optimizing the financial returns for all of ReVision Energy's photovoltaic (PV) and electric vehicle (EV) assets, as well as those managed on behalf of external owners. This position uniquely combines financial analysis with oversight of accounting and operational functions related to the assets. The...


  • South Portland, United States ReVision Energy Full time

    Description The Asset Investment Analyst will be responsible for maximizing the return on investment for all of Revision's PV and EV assets and those we manage for outside owners. This role will have a unique blend of both financial analysis and managing the accounting and back-end operations of the assets. They will work with our legal, finance, and service...


  • Portland, Oregon, United States Fisher Investments Full time

    Are you driven by the desire to make a meaningful difference? If you have a keen interest in understanding financial markets, portfolio oversight, and investment analysis, your expertise could enhance our capacity to facilitate effective portfolio management and assist clients in achieving their investment objectives.The Role:As an Investment Portfolio...


  • Portland, Oregon, United States Fisher Investments Full time

    Are you driven by the desire to make a meaningful difference? Do you have a keen interest in understanding the complexities of financial markets, investment strategies, and portfolio analysis? Your expertise could enhance our capacity to facilitate our comprehensive portfolio management approach and assist clients in achieving their investment objectives.The...


  • Portland, Oregon, United States Avangrid Full time

    Job Title: Analyst, Warehouse and Reporting Ld/SrDepartment: Supply Chain & LogisticsReports to: Director, Supply Chain & LogisticsLocation: Hybrid Office, Portland, ORThe base salary range for this position is dependent upon experience and location, ranging from: $83,804 - $104,756Position OverviewThe Warehouse & Reporting Analyst for Wind & Solar spare...

  • Financial Analyst

    2 months ago


    Portland, United States Unitus Community Credit Union Full time

    Job DescriptionJob DescriptionAt Unitus, each employee has an opportunity to make a difference for our members. The Financial Analyst supports analysis of the Credit Union’s financial data and overall balance sheet. This individual provides key analytics and reporting to support management and organizational objectives in the areas of cash and liquidity...

  • Financial Analyst

    2 months ago


    Portland, United States Unitus Community Credit Union Full time

    Job DescriptionJob Description At Unitus, each employee has an opportunity to make a difference for our members. The Financial Analyst supports analysis of the Credit Union’s financial data and overall balance sheet. This individual provides key analytics and reporting to support management and organizational objectives in the areas of cash and liquidity...

  • Investment Advisor

    5 days ago


    Portland, Oregon, United States Fisher Investments Full time

    Position Overview:As an Investment Advisor at Fisher Investments, you will represent our firm to a distinguished group of high-net-worth clients. Since our inception in 1995, we have honed a specialized methodology aimed at serving our private clientele effectively.Our organizational structure emphasizes the separation of sales and client service, allowing...


  • South Portland, Maine, United States ReVision Energy Full time

    Role Overview:Responsible for overseeing financial records for multiple entities, which includes fundamental accounting tasks, managing profit and loss statements, and balance sheets.Key Responsibilities:- Ensure accurate bookkeeping across various organizations.- Maintain and analyze financial statements to support decision-making.- Prepare and deliver...


  • Portland, Oregon, United States PacifiCorp Full time

    Treasury Analyst Company: PacifiCorp PacifiCorp is dedicated to fostering a culture that emphasizes customer service excellence, environmental stewardship, and a commitment to diversity, equity, and inclusion. Position Overview The Treasury Analyst will be responsible for conducting comprehensive analyses through research, data collection, and...


  • Portland, United States Cambridge Real Estate Services Full time

    Job DescriptionJob DescriptionCompensation: $36 - $41 per hour.SummaryProvides systems and reporting oversight, training, and high-level support to the affordable housing compliance, finance, and property management operations departments. This is a full-time, in-office position. DutiesAutomate and optimize system processesTrain and support site staff and...


  • Portland, United States Cambridge Real Estate Services Full time

    Job DescriptionJob DescriptionCompensation: $36 - $41 per hour.SummaryProvides systems and reporting oversight, training, and high-level support to the affordable housing compliance, finance, and property management operations departments. This is a full-time, in-office position. DutiesAutomate and optimize system processesTrain and support site staff and...


  • Portland, United States Cambridge Real Estate Services Full time

    Job DescriptionJob DescriptionCompensation: $36 - $41 per hour.SummaryProvides systems and reporting oversight, training, and high-level support to the affordable housing compliance, finance, and property management operations departments. This is a full-time, in-office position. DutiesAutomate and optimize system processesTrain and support site staff and...