Associate Portfolio Manager
Bellevue, WA · HybridJobSeen 1w agoSeen in employer's feed today
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At a glance
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Job overview
Coldstream Wealth Management is seeking an Associate Portfolio Manager for its Bellevue team. The role focuses on portfolio construction, rebalancing, trading, and investment strategy analysis, with participation in the firm’s Investment Strategy Group. The position is in office Tuesday through Thursday, with a work-from-home option Monday and Friday.
Skills & qualifications
Skills
Qualifications
Full job description
Job Descriptions:
Location: Bellevue, WA
Schedule: In office Tues-Thurs; WFH option Mon/Fri. Hours: 7:00 a.m.-4:00 p.m.
Are you passionate about investing, building long-term client relationships, and collaboration? Coldstream is seeking an Associate Portfolio Manager to join our largest Bellevue team. This position will be responsible for portfolio construction, rebalancing, trading, and investment strategy analysis.
Specific responsibilities will include:
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Use quantitative risk models and optimization to manage multi-asset portfolios
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Perform ongoing, systematic audits of the portfolio rebalancer to ensure portfolios are within the clients’ portfolio targets
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Generate and execute daily trade orders and model-based portfolio rebalancing
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Develop and maintain tools and rebalancer settings to increase trading efficiencies and minimize errors
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Serve on the firm’s Investment Strategy Group, providing input on strategic and tactical asset allocation guidelines for portfolios firm-wide
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Execute tax loss harvesting
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Monitor cash and yield alternatives (Money Market Funds, CDs, T-bills, etc.) and communicate best thinking to the team
Required Experience:
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Bachelor's degree in Finance or a related field
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FINRA Series 65 (waived for experienced trader with a CFA designation)
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CFA candidate
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5+ years of relevant experience in the financial services industry in a high-net-worth, client-facing environment, including experience with portfolio operations and performance
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Excellent Excel skills; proficiency with Tamarac, Morningstar, and Bloomberg; AdvisorView and Rebalancer are preferred
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Acute attention to detail and proofing skills
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Strong verbal and written communication skills
Keyword: Associate Portfolio Manager
From: Coldstream Wealth Management
How this job compares
Set against the 1,371 open Portfolio Management jobs on Olive Jobs, counted November 13, 2026.
- Pay
- This postingNot listed
- Washington median$140–235K/yr31 salary ranges
- Openings
- Olive Jobs lists 33 open Portfolio Management jobs in Washington and 1,371 across the US. 7% of them nationwide are listed as remote or flexible.
- Hiring the most in Washington
- Amazon6 open
- Microsoft Corporation5 open
- Bill and Melinda Gates Foundation2 open
- Experience
- This posting asks for at least 5 years of experience; Portfolio Management postings that state a minimum ask for 7 years at the median (1,190 postings).
- Education
- This posting asks for a bachelor's degree; 535 of the 1,371 open Portfolio Management jobs (39%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 13, 2026. Figures based on too few postings are left out.
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