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Investment & Research Analyst — Path to CIO; UHNW

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Rockefeller Capital Management
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 85000 - 90000 USD Yearly USD 85000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Investment & Research Analyst — Path to CIO (UHNW)
A leading independent financial advisory firm is seeking a high-caliber Investment & Research Analyst to support UHNW clients. This role involves monitoring portfolio allocations, conducting analyses, and preparing investment reports. Candidates should have 5–7 years of experience in wealth management or related fields, strong analytical skills, and proficiency in Excel. The anticipated salary range is $85,000 to $90,000, complemented by a comprehensive benefits package.
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