Associate Energy Market Trader (Portland, OR) #114390
Pacificorp 4.9
Finance associate job in Portland, OR
Company: PacifiCorp
POWER YOUR GREATNESS
PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability inclusion & belonging.
General Purpose
Negotiates sales and purchases of wholesale power, financial instruments, and emissions credits consistent with the strategic direction of the Company. Identifies sales/purchase opportunities and aggressively negotiates energy sales and purchases with other utilities/organizations and/orfinancial institutions. Develop professional relationships with wholesale power marketers, traders, brokers, utilities, and the financial community to enhance the Company's ability to profitably grow the wholesale power business.
Responsibilities
Purchase and sell wholesale electric power, and transmission as directed.
Identify and initiate sales and purchase opportunities within limits.
Monitor system operation of energy transfers and wheeling.
Work within PacifiCorp's system, WECC system, CAISO scheduling and congestion management procedures, standard transmission tariff rules and regulations.
Work within the Company policies, practices, procedures, applicable federal, state, and local laws and regulations.
Develop relationships with other utilities, marketers and transmission providers in order to enhance PacifiCorp's ability to reliably and profitably serve our customer base.
Work with other groups within Commercial and Trading.
Requirements
Bachelor's degree in Finance, Economics, Marketing or a related field; or the equivalent combination of education and experience.
Understanding of market conditions.
Knowledge of company policies, procedures, and practices, and applicable federal, state, and local laws and regulations.
Proficient with the use of personal computers and automated tools to support trading activity.
Communication and interpersonal skills to develop industry contacts and establish relationships.
Knowledge of trading practices.
Position work hours are non-standard.
Preferences
Three years of experience in trading commodities.
Experience in electric or gas utility system operations, power marketing or power scheduling.
Knowledge of power plants, market hubs, and interchange points between companies.
Selling skills in order to identify, negotiate, and close on sales and purchase opportunities.
Additional Information
Req Id: 114390
Company Code: PACIFICORP #PM25
Primary Location: PORTLAND
Department: Power Supply
Schedule: FT
Personnel Subarea: Exempt
Hiring Range: $88,800 - $122,100
This position is eligible for an annual discretionary performance incentive bonus of up to 30.00% of salary.
Benefits: Health care, retirement, paid time off, tuition assistance, paid short-term and long-term disability, paid bereavement leave. For more information, please visit: **********************************************************************
Employees must be able to perform the essential functions of the position with or without an accommodation.
PacifiCorp is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law.
Unless otherwise required by law, all offers of employment are contingent upon the successful completion of a background check and drug screening including for marijuana. While marijuana is legal in several states, including Oregon, a positive test for positions in Oregon may disqualify a candidate. The company complies with the laws of Washington and California and only obtains and considers positive tests for marijuana in safety-sensitive positions or those covered by U.S. Department of Transportation regulations.
Nearest Major Market: Portland Oregon
Career Segment: Sustainability, Supply, Energy, Operations
PId5e49204f6ee-37***********0
$88.8k-122.1k yearly 4d ago
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Accounting & Finance Analyst
LHH 4.3
Finance associate job in Portland, OR
Title: Accounting & Finance Analyst
Compensation: $80-110K base salary
Employer paid healthcare benefits
401k match
Paid holidays & PTO
Free onsite parking
Hours/Schedule: Typical business hours M-F. 45-50 hours during initial transition expected
Team Description: Finance & Accounting group of ~30 across GL, AP, AR, and Payroll. This role reports to the Financial Operations Manager and partners closely with the CFO, Controller, and project‑focused financial team.
This job in a nutshell: We're supporting a long‑established construction services organization undergoing modernization and process changes following a recent ownership transition. This role plays a key part in helping the company understand project performance, strengthen forecasting accuracy, and improve financial visibility across operations.
You'll analyze project financials, partner with cross‑functional leaders, and contribute to ongoing improvements in reporting, budgeting, and cost management.\
What You'll Do:
Review financial performance across a portfolio of active construction projects, including budgets, actual costs, burn rates, and forecast updates.
Build, maintain, and monitor budgets at both the project level and the broader organizational level.
Identify and explain cost variances for project managers and operational leaders.
Assist with modeling scenarios, supporting planning activities, and contributing to monthly P&L analysis and projections.
Recommend and support improvements to financial workflows, reporting tools, and data accuracy.
Partner with project managers, estimators, accounting teams, and operations staff to translate financial data into clear insights.
We're Looking For:
3-5+ years of financeor accounting experience; exposure to project-based work a plus
Construction industry experience strongly preferred
Comfortable presenting financial information to non-finance stakeholders
Excel proficiency (pivot tables, VLOOKUPs, and advanced formulas)
ERP Experience with Sage 300 is a plus
Background Screenings:
This role requires a pre-employment background screening including drug test (cannabis included). Role is subject to ongoing random drug screenings.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
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$80k-110k yearly 1d ago
Finance Manager-Fremont or Tualatin
CBRE 4.5
Finance associate job in Tualatin, OR
Job ID
249151
Posted
01-Dec-2025
Service line
GWS Segment
Role type
Full-time
Areas of Interest
Accounting/Finance
Global Workplace Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with best-in-class soft service providers to offer custom facility and project management solutions to our clients. We focus on empowering our team with a high-level of downstream accountability, resulting in an agile and efficient service delivery.
In addition to our core facility and project management capabilities, our platform offers direct access to our Best-in-Class services including ESG, Security Consulting, Workplace Strategy, and Workplace Experience.
*****ONSITE Hybrid role 1-3 days a week in Fremont** **OR Tualatin, OR**
**About the Role:**
As a CBRE Finance Manager, you will apply cash and accrual accounting fundamentals to work with clients on a wide range of small to medium sized investments and tax strategies to better understand and understand the future of their assets.
This job is part of the Financial Strategy and Operations job function. They are responsible for the maintenance of accounting, financial, and reporting policies and controls.
**What You'll Do** :
Develop a comprehensive understanding of the business and act as a trusted advisor to the business leaders. Review the portfolio's financial life to help clients identify what future goals should be.
Create and manage the business and financial strategy.
Research and interpret a variety of financial results and indicators. This includes capital expenditures, depreciation, proposals, investment opportunities, rate of return, profit plans, operating records, and financial statements.
Compile and review budgetary and fiscal data from a variety of sources to prepare revenue balance statements and historical comparisons.
Complete a basic evaluation of records, both present and past, to project future revenue and expenses. This includes operations, trends, costs, estimated and realized revenues, administrative commitments, and obligations incurred.
Conduct special studies as assigned to support senior management.
Discuss budgets with management and council on matters such as effective use of resources and the underlying forecasts.
Aid in the maintenance and reporting of benchmarks and performance metrics.
Apply in-depth knowledge of standard principles and techniques/procedures to accomplish complex assignments and provide innovative solutions.
Coach others and share in-depth knowledge of own job discipline and broad knowledge of several job disciplines within the function.
Lead by example and model behaviors that are consistent with CBRE RISE values. Work to build consensus and convince others to reach an agreement.
Impact a range of customer, operational, project, or service activities within own team and other related teams.
Work within broad guidelines and policies.
Explain difficult or sensitive information.
**What You'll Need:**
Bachelor's Degree preferred with 5-8 years of relevant experience in Accounting & Finance. In lieu of a degree, a combination of experience and education will be considered.
Ability to exercise judgment based on the analysis of multiple sources of information.
Willingness to take a new perspective on existing solutions.
In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook,.
Organizational skills with an advanced inquisitive mindset.
Sophisticated math skills. Ability to calculate mildly complex figures such as percentages, fractions, and other financial-related calculations.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future
Why CBRE
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
Applicant AI Use Disclosure
We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
These updates reflect our commitment to clarity, inclusivity, and a consistent candidate experience across all postings. I ask you to encourage your teams to begin incorporating the updated statements into all new job adverts immediately - this will help us maintain alignment with our brand tone and hiring values
- CBRE carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The minimum salary for the Finance Manager position is $104,500 annually and the maximum salary for the Finance Manager position is $150,000 annually. The compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE's applicable benefit program.
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada).
CBRE GWS
CBRE Global Workplace Solutions (GWS) works with clients to make real estate a meaningful contributor to organizational productivity and performance. Our account management model is at the heart of our client-centric approach to delivering integrated real estate solutions. Each client is entrusted with a dedicated leader and is supported by regional and global resources, leveraging the industry's most robust platform. CBRE GWS delivers consistent, measurably superior outcomes for our clients at every stage of the lifecycle, and across industries and geographies.
Find out more (*******************************************************************************
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
$104.5k-150k yearly 1d ago
Financial Analyst
Net2Source (N2S
Finance associate job in Beaverton, OR
Title: Finance Analyst 2
Duration: 8+ months contract
Payrate: $42/hr on w2
Who You will work with
We are seeking a Finance Analyst who will partner with the Product Merchandising organization to
drive sustainable and profitable growth for a segment of the business through the product creation
lifecycle. We need someone to partner with both Finance partners (Revenue and Margin Finance)
and cross-functional partners (Product Management, Development, and Merchandising).
WHO WE ARE LOOKING FOR
We need a self-starter who can deliver results in ambiguous situations using strategic and financial
insights, both written and visual, to help influence cross-functional partners. The candidate needs to
have strong attention to detail and the ability to translate financial metrics across a wide range of
cross-functional audiences. We are also seeking a team player who is curious to learn and driven to
develop their skillset.
Requirements for the role include:
● Bachelor's degree or higher in Finance, Accounting, Business or a closely related field. MBA
a plus.
● Advanced level proficiency in Microsoft Excel and PowerPoint.
● Demonstrated ability to complete quantitative and qualitative analysis and to run financial
models.
● Proven experience in effectively supporting and working with senior leadership.
● 2-4 years' experience in financial analysis, financial/strategic planning, accounting and/or
budgeting preferred.
What will you work on:
First and foremost, you will be the main finance partner for the Product Creation teams and have a
seat at the table with leadership for a segment of the business. In addition:
● You will partner with our Product Teams to translate strategic margin targets into seasonal
margin plans while ensuring alignment with leadership.
● You will proactively identify the financial implications of product decisions and articulate
solutions that meet the needs of business partners.
● You will work across the broader Margin Planning team to help drive projects that improve
overall margins.
● You will track margin attainment each season and work with the product teams on scenario
plans to improve margin.
● You will provide ad hoc margin analysis to the team and be a strategic business partner to
influence price, cost and demand.
$42 hourly 3d ago
Financial Analyst
Us Tech Solutions 4.4
Finance associate job in Beaverton, OR
Who you'll work with
We are seeking a Finance Analyst who will partner with the Product Merchandising organization to drive sustainable and profitable growth for a segment of the business through the product creation lifecycle. We need someone to partner with both Finance partners (Revenue and Margin Finance) and cross-functional partners (Product Management, Development, and Merchandising).
Who we are looking for
We need a self-starter who can deliver results in ambiguous situations using strategic and financial insights, both written and visual, to help influence cross-functional partners. The candidate needs to have strong attention to detail and the ability to translate financial metrics across a wide range of cross-functional audiences. We are also seeking a team player who is curious to learn and driven to develop their skillset.
Requirements for the role include:
Bachelor's degree or higher in Finance, Accounting, Business or a closely related field. MBA a plus.
Advanced level proficiency in Microsoft Excel and PowerPoint.
Demonstrated ability to complete quantitative and qualitative analysis and to run financial models.
Proven experience in effectively supporting and working with senior leadership.
2-4 years' experience in financial analysis, financial/strategic planning, accounting and/or budgeting preferred.
What you'll work on
First and foremost, you will be the main finance partner for the Product Creation teams and have a seat at the table with leadership for a segment of the business. In addition:
You will partner with our Product Teams to translate strategic margin targets into seasonal margin plans while ensuring alignment with leadership.
You will proactively identify the financial implications of product decisions and articulate solutions that meet the needs of business partners.
You will work across the broader Margin Planning team to help drive projects that improve overall margins.
You will track margin attainment each season and work with the product teams on scenario plans to improve margin.
You will provide ad hoc margin analysis to the team and be a strategic business partner to influence price, cost and demand.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Ensures effective and efficient operations through conducting operations analyses (i.e. operational effectiveness and capacity utilization), and recommends improvements.
Details
Job ID-25-55472
$58k-80k yearly est. 1d ago
Relationship Banker
Bank of America 4.7
Finance associate job in Portland, OR
Portland, Oregon
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration orfinance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$28k-33k yearly est. 4d ago
Trader
Sherwood Lumber Corporation 3.8
Finance associate job in Lake Oswego, OR
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
$63k-104k yearly est. Auto-Apply 60d+ ago
Equity Trader
Ripple Companies 4.4
Finance associate job in Vancouver, WA
Come and make ripples of positive impact with us.
At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact.
We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together - Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big.
About the Position
We are seeking a full-time, onsite Investment Analyst to join our team. In this role you will execute trades in accordance with portfolio strategies and compliance requirements, assist with portfolio rebalancing, maintain accurate documentation, prepare investment and performance reports, and monitor markets. You will work closely with the Portfolio Manager to accurately trade portfolios and prepare client presentation materials, while tracking portfolio performance against benchmarks and identifying key drivers and variances. You will also collaborate on initiatives to enhance trading systems, streamline workflows, improve operational efficiency and support investment committee and planner meetings.
This role is ideal for a detail-oriented, analytical professional who thrives in a collaborative environment and is passionate about supporting the operational aspects of investment management, investment research, and supporting data-driven decision-making.
What You'll Bring to Us:
Bachelor's degree in Finance, Economics, or a related field.
Minimum of 2 years of Client Service experience, including trading responsibilities and demonstrated proficiency with model portfolios and trading in Eclipse.
At least 2 years of trading experience, with a minimum of 6 months performed independently without supervision.
Enrolled in the Chartered Financial Analyst (CFA) with Level I completed. With intent to complete your CFA designation.
Successful completion of the SIE, Series 7, and Series 66 examinations (or within 3 months of hire date).
Proficiency with investment research tools (Eclipse Morningstar, YCharts) and portfolio management systems.
Advanced skills in Excel or similar analytical tools to manipulate data, build models, and automate analysis.
Foundational understanding of financial markets, investment instruments, and portfolio construction principles.
Ability to conduct investment analysis and prepare supporting materials with limited supervision.
Commitment to developing knowledge of risk management practices, compliance standards, and fiduciary responsibilities.
Ongoing engagement with a broad range of asset classes and their roles within diversified portfolios.
Demonstrated initiative in pursuing independent research projects and contributing meaningful insights to the investment team.
Strong, proven background supporting Financial Planners in a client-facing role.
Ability to maintain strict confidentiality regarding client data and company information.
Ability to evaluate and interpret data to identify trends, inform decisions, and generate meaningful insights.
Effectively balance deadlines and responsibilities, staying responsive and delivering reliable results.
Proactively identify and implement process improvements; taking initiative to refine systems and workflows.
Exceptional communication skills, with a strong emphasis on both oral and written interactions when engaging with clients and team members.
About Johnson Bixby
Johnson Bixby is a leading financial planning firm in downtown Vancouver, Washington. We are passionate about empowering and mentoring the next generation of financial services professionals. We're looking for humble, growth-minded talent who understand the value of long-term financial planning and are ready to walk alongside our clients to help them make informed decisions, build long-term financial confidence, and navigate life's challenges and opportunities as they come.
Our Employee Value Proposition
At Johnson Bixby, we are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen.
Purpose: At Johnson Bixby, your work has purpose. You help clients achieve peace of mind and shape a stronger financial future - for them and for yourself.
Total Rewards: We value your contribution and invest in your success with rewards that support your financial, physical, and personal well-being.
Team Culture: We've built a culture grounded in trust, leadership, and teamwork - where people feel connected, respected, and empowered to do their best work.
Learning & Development: We invest in your growth because your success drives ours. With ongoing learning, mentorship, and development, you can build a career you're proud of.
Our benefits package includes:
14 days of PTO in first year, plus 10 paid holidays (including floating holidays)
Medical, Dental, & Vision 100% paid for eligible team members (team members pay for qualifying dependents)
Life/AD&D Insurance
401(k) Retirement Plan with up to 4% company match
Other Compensation - Team members may receive performance bonuses and profit share.
If you're ready to be part of a dedicated team that values growth and client excellence, apply today!
Johnson Bixby is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.
$64k-109k yearly est. 10d ago
Trader Trainee
Buckeye Pacific
Finance associate job in Tualatin, OR
Trader Trainee Job Status: Full Time
At Buckeye Pacific, commodity trading is what we do best. With more than 40 traders based in our Tualatin, Oregon office, we specialize in lumber, crane mats, and millwork-products that keep the building materials industry moving. By analyzing markets, managing risk, and moving large volumes efficiently, we create opportunities for our suppliers and deliver solutions for our customers.
The Role of a Trader
Our traders are more than market movers-they are also experts at building and managing relationships. Success on our floor comes from pairing product and market knowledge with the ability to cultivate strong partnerships. Every trade relies on trust, communication, and long-term connections with suppliers and customers across North America.
The Trader Trainee Program
Our training program is designed to build the next generation of traders. Trainees spend their first nine months on our logistics team, gaining hands-on experience in how products move from mill to market and how value is created at every step. Alongside this experience, you'll complete a structured training curriculum-learning the markets, products, and strategies that fuel our business. Once training is complete, you'll begin working with a trading department aligned with your strengths and ready to begin building your own book of business.
Key Responsibilities:
Negotiate freight rates and schedule shipments in compliance with transportation laws and regulations.
Manage relationships with carriers, brokers, and trading partners to ensure reliable product movement.
Build strong relationships across the organization by working closely with traders and support teams.
Investigate and resolve shipping issues, claims, or delivery concerns.
Provide freight quotes and dispatch updates to traders and business partners.
Research potential new accounts and market opportunities.
Complete assignments, projects, and all training sessions within the Trader Training Program.
Education and/or Experience:
Bachelor's Degree from four-year college or university; orAssociate's degree from two-year college plus one year related sales experience and/or training; or equivalent combination of education and experience.
Qualifications:
Excellent written and verbal communication skills.
Ambitious, driven, and proactive.
Strong attention to detail and exceptional accuracy in a fast-paced environment.
Ability to multitask, prioritize, and solve problems effectively.
Collaborative mindset with the ability to build strong relationships internally and externally.
Dependable and comfortable working in an office setting.
Interest in sales and trading, with comfort in prospecting, outbound calls, and commission-based roles.
Buckeye offers a competitive base salary and benefits, including company-paid medical, dental, life and disability, as well as a 401(k) plan with an employer match and company stock ownership.
$61k-101k yearly est. Auto-Apply 60d+ ago
Senior Finance / Accounting Analyst
Creative Financial Staffing 4.6
Finance associate job in Portland, OR
Our client, a growing senior living organization, is seeking an experienced Senior Finance / Accounting Analyst to support the finance team. This opportunity is ideal for a hands-on finance professional who can step in quickly, work independently, and contribute across accounting and financial analysis functions.
Key Responsibilities
Support month-end close activities including journal entries, reconciliations, and variance analysis
Prepare and analyze financial reports to support leadership decision-making
Assist with budgeting, forecasting, and ad hoc financial analysis
Partner with internal stakeholders to ensure accurate financial data and reporting
Leverage Excel to analyze large data sets and streamline reporting processes
Qualifications
Senior-level experience in accounting and/orfinancial analysis
Strong understanding of general ledger accounting and financial reporting
Advanced Excel skills (pivot tables, lookups, complex formulas)
Ability to work independently in a fast-paced, environment
Experience in healthcare, senior living, or multi-entity environments is a plus
If you're a seasoned financeor accounting professional available to start quickly and interested in a high-impact contract role, we'd love to connect.
$115,000 - $120,000
Please email your resume for immediate consideration.
Tia McKeen, Senior Managing Director - Staffing
Timing is everything. Whether you are aggressively in a job search or simply passive for the ideal position, we would like to have the chance to share our opportunities with you. We specialize in placement for accounting and finance professionals. Many of our positions are not posted on the internet. Please contact me for more information about this role as well as other opportunities.
#INJAN2026
$115k-120k yearly 18h ago
Financial Planning & Analysis (FP&A) Intern (Co-Op) - December 2025 - June 2026
PCC Talent Acquisition Portal
Finance associate job in Lake Oswego, OR
This is your chance to gain invaluable on-the-job experience while getting an introduction to our collaborative and exciting culture.
Essential Duties and Responsibilities
Assignments will include exposure to capital assets, management reporting, direct interaction with international locations, use of Oracle Cloud EPM and various other tasks to support department operations.
The students will:
• Apply principles learned in school to hands-on situations
• Work within specifications provided to meet project goals and objectives in a timely and accurate manner
• Identify and recommend process improvements for specified projects
• Attend training sessions and other appropriate educational opportunities
• Perform or review systems analysis, testing and documentation for existing processes
• Take ownership and responsibility for identified projects
• Participate with peers, project team members and other departments on a regular basis
• Prepare and distribute weekly Division reporting
Qualifications
• Current student pursuing a bachelor's degree in finance/accounting or related fields
• Demonstrated results-driven leadership
• Critical problem analysis, decision making and analytical abilities
• Strong interpersonal skills with excellent written and verbal communication skills
• Integrity
• Prefer GPA of 2.8 or above
$29k-37k yearly est. 54d ago
Financial Service Representative
First Community Credit Union of Oregon 3.8
Finance associate job in Dallas, OR
Schedule: Full-Time, Monday through Friday
If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you!
You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously.
As a First Community employee, you will enjoy:
100% Employer Paid Medical & Dental
Annual Bonus & Incentive Plan
Generous Personal, Vacation & Sick Days
Tuition Reimbursement
Wellness & Fitness Incentive
Paid Volunteer Leave
As an ideal candidate, you will have:
High School Diploma or Equivalent
Cash Handling & Customer Service Experience
Ability to assist with complex financial transactions in person or by telephone
Prior Lending Experience (preferred, but not required)
Company's website: ******************
** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
$26k-32k yearly est. Auto-Apply 18d ago
2026 Forestry Finance Internship - Emerging Talent Summer Experience Program
JPMC
Finance associate job in Portland, OR
Become an integral part of our JPMorganChase team! Each day will be unique - bring a positive attitude, entrepreneurial spirit and get ready to roll up your sleeves. This position is an essential part of the team.
As a Timberland Finance Intern within Campbell Global, you will work closely with our Portfolio Management and Strategic Solutions groups and will assist in building financial models to evaluate timberland investments, as well as support our client relations activities. You will be expected to be available to work full time, starting from early June 2026 and for a period of up to 9 weeks.
Job responsibilities:
Assist in the development and maintenance of detailed financial models for acquisitions, dispositions, and ongoing management.
Analyze and interpret timberland asset and market data to assess investment opportunities.
Conduct sensitivity and scenario analyses to evaluate the impact of various assumptions and outcomes.
Support the client relations team in the preparation of quarterly reports, presentation materials, and ad hoc analyses.
Participate in client meetings and calls, capturing key points and aiding in follow-up communication.
Assist in resolving client queries and concerns in a timely and professional manner.
Required qualifications, capabilities, and skills:
Currently pursuing or recently completed a Bachelor's or Master's degree in Finance, Economics, Accountancy or related field.
Ability to address complex issues through analytics.
Strong proficiency in Microsoft Excel and financial modeling.
Broad knowledge of finance and investment topics relevant to investing in timberland and advising institutional investor clients
Strong interpersonal communication and team skills.
Ability to effectively communicate complex concepts and results verbally, graphically and in writing.
Preferred qualifications, capabilities, and skills:
Experience with accounting and taxation.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
$29k-37k yearly est. Auto-Apply 60d+ ago
Finance Intern
Slayden
Finance associate job in Stayton, OR
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work environment opportunities for advancement and the chance to contribute to a mission that shapes the future Your expertise and ambition are valued here The work we do matters The critical systems infrastructure we build changes lives betters communities and improves ecosystems If youre passionate about this we want to hear from you About the Role MWH a global leader in heavy civil construction of water and wastewater facilities is seeking a Finance Intern to join our team in Broomfield CO Essential Functions Assist with accounts payable and receivable tasks Perform data entry and maintain accurate financial records Support financial reporting and analysis Help prepare financial statements and reports Assist in budgeting and forecasting processes Participate in financial audits Collaborate with team members on various finance projects Learn and utilize financial software and tools effectively Basic Qualifications Pursuing a degree in Finance Accounting Economics or related field Strong analytical and problem solving skills Proficiency in Microsoft Excel and basic accounting software Excellent attention to detail and organizational skills Ability to work independently and as part of a team Strong communication and interpersonal abilities Eagerness to learn and grow in the field of finance and construction Preferred Qualifications Prior internship experience in the heavy construction industry Compensation Hourly rate for this position will range between 20 26hr depending on previous experience MWH Constructors is a global project delivery company with a focus on water and wastewater infrastructure With the ultimate goal of delivering maximum value to clients and their local communities MWH Constructors provides single source integrated design and construction services and a full range of project delivery methods Incorporating industry leading preconstruction services and safety practices the Companys multi disciplined team of engineering and construction professionals delivers a wide range of projects including new facilities infrastructure improvement and expansion and capital construction services Please note that all positions require pre employment screening including drug and background check as a condition of employment Equal Opportunity Employer including disabled and veterans LI SW1 LI Onsite
$29k-38k yearly est. 3d ago
Financial Analyst
LHH 4.3
Finance associate job in Wilsonville, OR
Operations Financial Analyst
Compensation & Benefits
Base Salary: $85,000-$100,000, depending on experience
Medical, Dental & Vision: Employer-paid for employees and dependents
401(k): 100% match on the first 3% contributed, then 50% match on the next 3%
Time Off: 15 days PTO + 7 paid holidays
About the Role
The Operations Financial Analyst is a key business partner to Operations and Project Management, responsible for analyzing financial performance across a portfolio of construction projects, developing and monitoring budgets, and delivering clear, actionable insights to both financial and non‑financial stakeholders. This role is especially critical as the organization moves through post-acquisition change and process improvements, helping to establish scalable reporting and forecasting routines.
Key Responsibilities
Project Financial Analysis: Review project budgets, expenses, forecasts, and profitability across a book of construction projects; identify trends and drivers to support decision‑making.
Budgeting & Forecasting: Develop and monitor budgets at the company and project levels; collaborate with Estimating and PMs to align assumptions and timelines.
Variance Analysis & Storytelling: Prepare and present variance analyses comparing expected vs. actuals; translate results into concise, business-friendly explanations for PMs and leadership.
Cross‑Functional Partnership: Work closely with Project Managers, Estimators, Accounting (GL/AP/AR/Payroll), and Operations to provide timely financial guidance and recommendations.
Process Improvement: Support and help lead ongoing process and reporting enhancements to increase accuracy, speed, and consistency (particularly during the transition to new processes).
Reporting & Tools: Build and refine reports/dashboards using Sage 300, Prophix, and Excel to drive visibility on cost, margin, cash flow, and schedule impacts.
Qualifications
Must‑Haves
3-5+ years of Finance and/or Accounting experience with a strong focus on project analysis and budgeting
Advanced Excel skills (pivot tables, VLOOKUP, and complex formulas)
Proven ability to distill complex financials into clear, actionable narratives for non‑financial audiences
Understanding of the construction project life cycle (bids/estimates, WIP, percent‑complete, change orders, close‑out)
Nice‑to‑Haves
Construction industry experience
Experience with Sage 300 and Prophix
Equal Opportunity
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other characteristic protected by law. We provide reasonable accommodations to individuals with disabilities throughout the recruitment process.
$85k-100k yearly 5d ago
Relationship Banker
Bank of America Corporation 4.7
Finance associate job in Salem, OR
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration orfinance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Shift:
1st shift (United States of America)
Hours Per Week:
40
$28k-33k yearly est. 6d ago
Trader
Sherwood Lumber Corporation 3.8
Finance associate job in Lake Oswego, OR
We are hiring for our Lake Oswego, Melville and Tampa locations as well as home office set ups across the country.
SUMMARY: This position is responsible for strengthening mill footprints, achieving customer acquisition and revenue growth objectives by generating interest, qualifying prospects and executing trades.
DUTIES AND RESPONSIBILITIES:
· Performs customer interaction by making outgoing calls and receiving incoming customer calls/emails daily.
· Sources new sales opportunities through inbound and outbound prospecting calls and emails.
· Understands accounts, identifies key players and generates interest.
· Generates new business and ensures growth of existing accounts, strengthens mill footprint and growth.
· Gains and retains extensive product knowledge as well as detailed comprehension of customer requirements.
· Prepares and sends valuable offers daily.
· Engages in quotation and flexible price negotiation for transactional orders in order to satisfy customer needs while maximizing profit including but not limited to Forward Pricing for hedge-fund customers.
· Executes timely and accurate trades based on market data, movement and prices.
· Provides competitive market intelligence and insights to prospects and customers.
· Enters orders for all types of sales, including inventory, directs, back-to-back, forward and block business on both delivered and customer pick-up basis.
· Purchases product for various types of sales.
· Handles inbound calls and provides callers with product and service information.
· Fields customer support calls, following up on matters such as deliveries, claims, returns and other customer requests.
· Reviews dispatch log, daily invoices, A/R alerts and other system generated reports, make calls to follow up when required.
· Maintain and review sales and profit goals on a regular basis
· Participates in daily sales meetings and other various team meetings.
· Visits customers on a regular basis, entertains customers outside of normal business hours, and continually develops customer relationships with thank you notes and other small tokens of appreciation; submits detailed customer visit reports to management and other team members.
· Attends outings, shows and conventions as directed by management.
· Submits customer sponsorship requests to management in a timely manner.
· Provides management with suggestions that will improve our company.
· Attends company sponsored, management seminars and webinars designed to help sales associates make good, high level decisions.
· Maintains a self-discipline to enhance skills and education through reading, listening to audio and attending programs.
· Performs other related duties as assigned by management.
SUPERVISORY RESPONSIBILITIES:
· This job has no supervisory responsibilities.
QUALIFICATIONS:
· Computer skills required: Microsoft Office Suite
o 4+ years' experience in sales or a related field (experience in building materials a plus).
o Excellent written and oral communication skills.
o Strong team player, work ethic and commitment to job.
o Excellent interpersonal skills.
o Strong negotiation skills and the ability to establish mutually beneficial commitments and expectations with customers.
o Ability to multi-task in a fast-paced environment.
o Ability to work closely with peers on team orientated goals.
o Ability to follow company directives and instruction.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Occasionally required to stand.
Occasionally required to walk.
Continually required to sit.
While performing the duties of this job, the noise level in the work environment is usually quiet and moderate.
The employee must occasionally lift and/or move up to 10 pounds.
$63k-104k yearly est. Auto-Apply 60d+ ago
Trader Trainee
Buckeye Pacific, LLC
Finance associate job in Tualatin, OR
Job DescriptionPosition: Trader Trainee Job Status: Full Time
About Buckeye Pacific At Buckeye Pacific, commodity trading is what we do best. With more than 40 traders based in our Tualatin, Oregon office, we specialize in lumber, crane mats, and millwork-products that keep the building materials industry moving. By analyzing markets, managing risk, and moving large volumes efficiently, we create opportunities for our suppliers and deliver solutions for our customers.
The Role of a Trader
Our traders are more than market movers-they are also experts at building and managing relationships. Success on our floor comes from pairing product and market knowledge with the ability to cultivate strong partnerships. Every trade relies on trust, communication, and long-term connections with suppliers and customers across North America.
The Trader Trainee Program
Our training program is designed to build the next generation of traders. Trainees spend their first nine months on our logistics team, gaining hands-on experience in how products move from mill to market and how value is created at every step. Alongside this experience, you'll complete a structured training curriculum-learning the markets, products, and strategies that fuel our business. Once training is complete, you'll begin working with a trading department aligned with your strengths and ready to begin building your own book of business.
Key Responsibilities:
Negotiate freight rates and schedule shipments in compliance with transportation laws and regulations.
Manage relationships with carriers, brokers, and trading partners to ensure reliable product movement.
Build strong relationships across the organization by working closely with traders and support teams.
Investigate and resolve shipping issues, claims, or delivery concerns.
Provide freight quotes and dispatch updates to traders and business partners.
Research potential new accounts and market opportunities.
Complete assignments, projects, and all training sessions within the Trader Training Program.
Education and/or Experience:
Bachelor's Degree from four-year college or university; orAssociate's degree from two-year college plus one year related sales experience and/or training; or equivalent combination of education and experience.
Qualifications:
Excellent written and verbal communication skills.
Ambitious, driven, and proactive.
Strong attention to detail and exceptional accuracy in a fast-paced environment.
Ability to multitask, prioritize, and solve problems effectively.
Collaborative mindset with the ability to build strong relationships internally and externally.
Dependable and comfortable working in an office setting.
Interest in sales and trading, with comfort in prospecting, outbound calls, and commission-based roles.
Buckeye offers a competitive base salary and benefits, including company-paid medical, dental, life and disability, as well as a 401(k) plan with an employer match and company stock ownership.
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$61k-101k yearly est. 6d ago
Equity Trader
Ripple Companies 4.4
Finance associate job in Vancouver, WA
Job DescriptionSalary: $32 - $36/hour
Come and make ripples of positive impact with us.
At our companies, we believe our positive actions in one area connect to other areas, and make a difference for each other, our clients, our professions, and our community. Together, we make a ripple effect of positive impact.
We forge and feed relationships that are mutually beneficial and satisfying, through knowledge, care and support. We call it our culture of symbiosis. And our shared values guide us in our everyday work together Build Connection, Practice Curiosity, Bring Energy, Stay Humble, and Think Big.
About the Position
We are seeking a full-time, onsite Investment Analyst to join our team. In this role you will execute trades in accordance with portfolio strategies and compliance requirements, assist with portfolio rebalancing, maintain accurate documentation, prepare investment and performance reports, and monitor markets. You will work closely with the Portfolio Manager to accurately trade portfolios and prepare client presentation materials, while tracking portfolio performance against benchmarks and identifying key drivers and variances. You will also collaborate on initiatives to enhance trading systems, streamline workflows, improve operational efficiency and support investment committee and planner meetings.
This role is ideal for a detail-oriented, analytical professional who thrives in a collaborative environment and is passionate about supporting the operational aspects of investment management, investment research, and supporting data-driven decision-making.
What Youll Bring to Us:
Bachelors degree in Finance, Economics, or a related field.
Minimum of 2 years of Client Service experience, including trading responsibilities and demonstrated proficiency with model portfolios and trading in Eclipse.
At least 2 years of trading experience, with a minimum of 6 months performed independently without supervision.
Enrolled in the Chartered Financial Analyst (CFA) with Level I completed. With intent to complete your CFA designation.
Successful completion of the SIE, Series 7, and Series 66 examinations (or within 3 months of hire date).
Proficiency with investment research tools (Eclipse Morningstar, YCharts) and portfolio management systems.
Advanced skills in Excel or similar analytical tools to manipulate data, build models, and automate analysis.
Foundational understanding of financial markets, investment instruments, and portfolio construction principles.
Ability to conduct investment analysis and prepare supporting materials with limited supervision.
Commitment to developing knowledge of risk management practices, compliance standards, and fiduciary responsibilities.
Ongoing engagement with a broad range of asset classes and their roles within diversified portfolios.
Demonstrated initiative in pursuing independent research projects and contributing meaningful insights to the investment team.
Strong, proven background supporting Financial Planners in a client-facing role.
Ability to maintain strict confidentiality regarding client data and company information.
Ability to evaluate and interpret data to identify trends, inform decisions, and generate meaningful insights.
Effectively balance deadlines and responsibilities, staying responsive and delivering reliable results.
Proactively identify and implement process improvements; taking initiative to refine systems and workflows.
Exceptional communication skills, with a strong emphasis on both oral and written interactions when engaging with clients and team members.
About Johnson Bixby
Johnson Bixby is a leading financial planning firm in downtown Vancouver, Washington. We are passionate about empowering and mentoring the next generation of financial services professionals. Were looking for humble, growth-minded talent who understand the value of long-term financial planning and are ready to walk alongside our clients to help them make informed decisions, build long-term financial confidence, and navigate lifes challenges and opportunities as they come.
Our Employee Value Proposition
At Johnson Bixby, we are committed to creating an environment where everyone has the opportunity to thrive. Here's how we make that happen.
Purpose: At Johnson Bixby, your work has purpose. You help clients achieve peace of mind and shape a stronger financial future for them and for yourself.
Total Rewards: We value your contribution and invest in your success with rewards that support your financial, physical, and personal well-being.
Team Culture: Weve built a culture grounded in trust, leadership, and teamwork where people feel connected, respected, and empowered to do their best work.
Learning & Development: We invest in your growth because your success drives ours. With ongoing learning, mentorship, and development, you can build a career youre proud of.
Our benefits package includes:
14 days of PTO in first year, plus 10 paid holidays (including floating holidays)
Medical, Dental, & Vision 100% paid for eligible team members (team members pay for qualifying dependents)
Life/AD&D Insurance
401(k) Retirement Plan with up to 4% company match
Other Compensation- Team members may receive performance bonuses and profit share.
If youre ready to be part of a dedicated team that values growth and client excellence, apply today!
Johnson Bixby is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, veteran status, military service, or any other characteristic protected by law.
$32-36 hourly 7d ago
Financial Service Representative
First Community Credit Union of Oregon 3.8
Finance associate job in Dallas, OR
Schedule: Full-Time, Monday through Friday
If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you!
You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously.
As a First Community employee, you will enjoy:
100% Employer Paid Medical & Dental
Annual Bonus & Incentive Plan
Generous Personal, Vacation & Sick Days
Tuition Reimbursement
Wellness & Fitness Incentive
Paid Volunteer Leave
As an ideal candidate, you will have:
High School Diploma or Equivalent
Cash Handling & Customer Service Experience
Ability to assist with complex financial transactions in person or by telephone
Prior Lending Experience (preferred, but not required)
Company's website: ******************
** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
How much does a finance associate earn in Tigard, OR?
The average finance associate in Tigard, OR earns between $27,000 and $91,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.