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Performance Analyst – Wealth Management; Data-Driven

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Boly:Welch
Full Time position
Listed on 2026-06-18
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Performance Analyst – Wealth Management (Data-Driven)
Boly:

Welch in Portland, Oregon is seeking a Performance Analyst to drive impact through detailed analysis of client portfolios. In this essential role, you'll collect and analyze financial data while communicating with clients and portfolio managers. Ideal candidates have a Bachelor's degree in a relevant field and at least 2 years of experience. This full-time on-site position offers excellent benefits including fully paid medical and a profit-sharing plan.
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