Accounting / Finance Jobs in Gresham, OR

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6 results match your filters
POPULAR
Audit/Tax Senior
1
Audit/Tax Senior
Gresham, OR
Jan 30, 2024
POPULAR
Entry Level Trading Operations Associate
1
Entry Level Trading Operations Associate
Gresham, OR
Jan 03, 2024

Fisher departments (PCG, PCGI and Institutional) and will affect the success of the firm by identifying and eliminating problems and mitigating exposure to risk. -We are looking for you to quickly learn the nuances of market structures, trade processing and industry-standard settlement practices and we'll provide you the opportunity to work with experienced counterparts at firms across the globe.

Reporting directly to your Team Leader, you will be given rotating responsibility for a specific section of trade activity (US Institutional Trading, Non-US Institutional Trading, Global Settlements, PCG, PCGI, and more). The Day-to-Day: Troubleshoot time-sensitive trading issues with tangible

impact to our organization Work with counter-parties to resolve failed trades and share delivery issues Coordinate the initial trading setup of all new Institutional accounts with brokers and custodians Monitor trade settlement and connect brokers and custodians to ensure delivery of shares and cash Provide our allocation files to our custodians and reconciling trade details between brokers and custodians Build and learn trade-specific technology, including internal and third-party applications (including the Omgeo Suite, Alliance Lite, SWIFT) Look for opportunities to improve efficiency and accuracy and use technology solutions to refine trading processes Your Qualifications: Bachelor's degree,

or equivalent combination of education and experience Commitment to maintain quality of work while sticking to a timeline Demonstrate personal ownership over your career and daily work You pride yourself on being helpful and collaborating with teammates Exhibit excellent attention to detail and a high level of reliability Compensation: $50,000 - $65,000 base salary per year in the state of WA.

New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: -We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification.

It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays (17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

POPULAR
Investment Analyst - Portfolio Management
1
Investment Analyst - Portfolio Management
Gresham, OR
Jan 03, 2024

Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate closely with other internal departments, including Research, Service, Sales and several other areas.

-You will take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistent with our investment philosophy. -The Day-to-Day: Evaluate clients' investment goals and

financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations Provide direction and assistance for new and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe Review and create specialized solutions for clients and potential clients with unique financial and tax situations Appraise the appropriateness of clients' and prospective clients' outside annuities Occasionally engage with clients about portfolio evaluation matters to support

Investment Counselors Your Qualifications: Series 65 (preferred) and Bachelor's degree or equivalent work experience 5+ years experience working with investment and financial planning concepts Understanding of extensive portfolio management practices Collaborative approach with an emphasis on client focus Consultative experience in the financial services industry Compensation $75,000 - $125,000 base salary per year in the state of WA.

New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance. Why Fisher Investments: -We work for a bigger purpose: bettering the investment universe.

We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays (17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

POPULAR
Investment Analyst
1
Investment Analyst
Gresham, OR
Jan 03, 2024

Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfolios are optimally positioned to achieve long-term goals. During this process, you'll collaborate closely with other internal departments, including Research, Service, Sales and several other areas.

-You will take ownership and accountability, meet deadlines and produce high-quality customized portfolios, and observe feedback whenever possible. With the ability to provide clarity in an ambiguous environment while contributing rationale consistent with our investment philosophy. -The Day-to-Day: Evaluate clients' investment goals and

financial situations to produce optimal asset allocation and benchmark recommendations, while always prioritizing clients' interests Partner with our Investment Counselors to help them navigate clients through nuanced financial situations and provide coaching towards portfolio recommendations Provide direction and assistance for new and ad hoc projects to demonstrate our firm's commitment to bettering the investment universe Review and create specialized solutions for clients and potential clients with unique financial and tax situations Appraise the appropriateness of clients' and prospective clients' outside annuities Occasionally engage with clients about portfolio evaluation matters to support

Investment Counselors Your Qualifications: Series 65 (preferred) and Bachelor's degree or equivalent work experience 5+ years experience working with investment and financial planning concepts Understanding of extensive portfolio management practices Collaborative approach with an emphasis on client focus Consultative experience in the financial services industry Compensation $75,000 - $125,000 base salary per year in the state of WA.

New hires should expect to start at the lower end of the range depending on experience. Eligible for discretionary bonus based on firm and individual performance. Why Fisher Investments: -We work for a bigger purpose: bettering the investment universe.

We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays (17 days of PTO and 3 days of sick time for California employees) Family Support programs including 8 weeks Paid Primary Caregiver leave, adoption assistance and back-up child care FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

POPULAR
Dishwasher ft @ avamere chestnut lane!
1
Dishwasher ft @ avamere chestnut lane!
Gresham, OR
Dec 21, 2023

and ready for the next meal in a timely manner. Responsibilities: Assist the Dietary Manager, Chef/Cooks, and other staff as directed. Qualifications: Must be 18 years or older High-School diploma or equivalent Must have a food handlers’ card Proficient in ASL or willing to learn Dishwashing experience in a hospital, nursing care facility, or other related medical facility required.

Ability to provide proof of COVID-19 vaccination preferred, but not required Employee Perks: Tuition assistance Access up to 50% of your net earned income before payday Career Development Employee assistance program featuring counseling services, financial coaching, free legal services, and more Generous employee

referral program Paid time off/sick leave with annual rollover401(k) retirement plan with employer match Comprehensive benefits package with medical coverage, voluntary dental, vision, and life insurance, short-term disability, and AD&D coverage #dietary123For more details: jobs-search.

org/finance_gresham-c444355/dishwasher-ft-avamere-chestnut-lane-gresham_i1967757223

POPULAR
Financial counselor
1
Financial counselor
Gresham, OR
Nov 26, 2023