Seattle Hybrid Investment Analyst: Path to CIO Leadership

Rylem Staffing; Seattle (WA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A leading investment firm based in Seattle is seeking an experienced Investment Analyst to support senior Client CIOs in delivering high-quality investment solutions. The role involves managing client relationships, preparing analysis and presentations, and collaborating with internal teams. With a clear career progression path and hands-on training under experienced leaders, this position is ideal for high-performing analysts looking to build a robust career in institutional investment management.

Qualifications

• 2+ years in investment-related roles including client service, consulting, or portfolio management.
• Licenses: FINRA SIE, Series 7, and Series 63 required within six months.

Responsibilities

• Manage 15–25 clients, supporting client meetings and quarterly investment reviews.
• Prepare presentations and written communications for clients.
• Partner with internal teams for policy review, asset allocation, and performance reporting.

Skills

Strong communication and presentation skills

Ability to collaborate with senior stakeholders

Proficiency with analytical tools

Working knowledge of asset allocation

Comfort in client-facing situations

Education

Bachelor's degree in finance, economics, investments, mathematics, actuarial science, or related field

MBA/CFA preferred

Job description

A leading investment firm based in Seattle is seeking an experienced Investment Analyst to support senior Client CIOs in delivering high-quality investment solutions. The role involves managing client relationships, preparing analysis and presentations, and collaborating with internal teams. With a clear career progression path and hands-on training under experienced leaders, this position is ideal for high-performing analysts looking to build a robust career in institutional investment management.