Operations and Portfolio Management Associate

3 days ago


Edmonds, United States HARBOUR INVESTMENT MANAGEMENT, L.L.C. Full time

Company Description HARBOUR INVESTMENT MANAGEMENT, L.L.C. is a registered investment advisor focusing on wealth management and financial planning based out of Edmonds, Washington, and Portland, Oregon. Role Description This is a full-time on-site role for an Operations and Portfolio Management Associate at HARBOUR INVESTMENT MANAGEMENT, L.L.C. The Associate will be responsible for tasks related to analytical skills, investments, financial modeling, portfolio management, and asset management. The ideal candidate would be a recent graduate who would like to get some experience in the wealth management area. Qualifications Analytical Skills and Financial Modeling Strong Excel and Computer skills Experience in Investments and Portfolio Management Asset Management expertise Strong quantitative and qualitative analysis capabilities Excellent organizational and multitasking abilities Bachelor's degree in Finance, Economics, or related field Relevant certifications (CFA, CPA) are a plus



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