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Investment Manager Jobs in Bothell, WA (NOW HIRING)

Russell Investments

Research Analyst

Seattle, WA · On-site

$85K - $100K/yr

  • Medical

  • Retirement

  • PTO

The analyst position in the team will be responsible for working with senior analysts to assess third party investment managers. This entails developing relationships with third party asset managers ...

Russell Investments

Research Analyst

Seattle, WA

$85K - $100K/yr

  • Medical

  • Retirement

  • PTO

The analyst position in the team will be responsible for working with senior analysts to assess third party investment managers. This entails developing relationships with third party asset managers ...

Pathstone

Analyst, Research

Bellevue, WA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The team is charged with evaluating and recommending global asset allocation shifts and identifying and monitoring top performing investment managers across assets and geographies for the firm ...

Ares Operations LLC

Development Manager

Bellevue, WA · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

ARES), a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure ...

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Showing results 21-40

All JobsInvestment JobsInvestment Manager JobsInvestment Manager Jobs in Bothell, WA

Investment Manager information

See Bothell, WA salary details

$66K

$142.8K

$257.7K

How much do investment manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for investment manager in Bothell, WA is $142,810.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,400.00 and $180,500.00 per year, depending on experience, location, and employer.

How much would an investment manager make?

An investment manager's salary varies based on experience, location, and firm size, but typically ranges from $70,000 to over $200,000 annually. Senior investment managers or those with specialized skills and certifications like the CFA can earn higher compensation, often including bonuses and profit-sharing components.

How does an investment manager typically collaborate with other teams within a financial institution?

Investment Managers often work closely with research analysts, risk management teams, and client relationship managers to develop and manage investment portfolios. Regular communication with analysts helps them stay informed about market trends and potential investment opportunities, while engagement with risk teams ensures portfolios align with the institution’s risk appetite. Collaboration with client managers is essential to understand client needs and objectives, enabling tailored investment strategies. This cross-functional teamwork is vital for delivering consistent, client-focused results.

What does an investment manager do?

An Investment Manager is responsible for managing clients' investment portfolios, making decisions about buying and selling securities such as stocks, bonds, and other assets. They analyze financial markets, assess investment opportunities, and develop strategies to meet their clients' financial goals while managing risk. Investment Managers may work with individual investors, companies, or institutions, providing advice and regular performance reports. Their main goal is to maximize returns in line with the client's risk tolerance and investment objectives.

What is the difference between Investment Manager vs Financial Analyst?

AspectInvestment ManagerFinancial Analyst
CredentialsCFAs, CFPs, or similar certifications often preferredCFAs, CPAs, or related certifications common
Work EnvironmentManages client portfolios, works with investment firmsAnalyzes financial data, prepares reports for decision-making
Employer & IndustryAsset management firms, banks, investment companiesCorporations, banks, financial advisory firms

Investment Managers focus on managing client portfolios and making investment decisions, while Financial Analysts analyze financial data to support investment choices. Both roles require similar certifications and often work within the finance industry, but their daily responsibilities and client interactions differ.

How much do investment managers make?

Investment managers typically earn a median annual salary ranging from $80,000 to $150,000, depending on experience, location, and the size of the firm. Senior investment managers or those managing large portfolios can earn significantly higher, often exceeding $200,000 including bonuses and incentives. Compensation often includes performance-based bonuses and may require professional certifications like the CFA.

How do you become an investment manager?

To become an investment manager, individuals typically need a bachelor's degree in finance, economics, or a related field, along with relevant work experience in finance or investment roles. Many pursue professional certifications such as the Chartered Financial Analyst (CFA) designation to enhance their credentials. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important for success in this role.

What are the key skills and qualifications needed to thrive as an investment manager, and why are they important?

To excel as an Investment Manager, you need strong analytical abilities, financial modeling expertise, and typically a degree in finance, economics, or a related field, often supplemented by a CFA or similar certification. Familiarity with portfolio management systems, Bloomberg Terminal, and risk assessment tools is essential for daily operations. Excellent communication, decision-making, and relationship-building skills help in advising clients and collaborating with team members. These competencies enable sound investment decisions, effective client management, and successful portfolio performance in a competitive market.
More about Investment Manager jobs

What are the most commonly searched types of Investment jobs in Bothell, WA?

The most popular types of Investment jobs in Bothell, WA are:

What cities near Bothell, WA are hiring for Investment Manager jobs?

Cities near Bothell, WA with the most Investment Manager job openings:

Investment Manager jobs near you
Infographic showing various Investment Manager job openings in Bothell, WA as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $142,810 per year, or $68.7 per hour.

Associate, Investment Banking

Coldstream Wealth Management

Bellevue, WA • Hybrid

$70K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Job description

Coldstream Capital Partners is a boutique investment bank specializing in sell-side advisory services for middle-market companies across a range of industries. With a deep understanding of market dynamics and a commitment to delivering exceptional results, we provide bespoke advisory services to our clients, including mergers and acquisitions (M&A), strategic advisory, and capital raising. Our team is known for its entrepreneurial spirit, strong work ethic, and dedication to client success. Since our merger with Coldstream Wealth Management in 2017, we have grown to one of the largest independent and shareholder-owned firms on the West Coast.

We are seeking a highly motivated and detail-oriented Associate to join our team in Bellevue, WA. This position requires a hybrid in-office training period, with remote work increasing as training is completed. Your home base will need to be in Washington or Oregon.

You will play a critical role in supporting deal execution and contributing to client relationships within our sell-side advisory practice. You will be responsible for assisting with various aspects of the transaction process, from initial client engagement through closing.

Key Responsibilities:

1. Deal Execution Support:

  • Assist in the execution of sell-side advisory transactions, including mergers, acquisitions, divestitures, and other strategic advisory engagements.
  • Prepare marketing materials, including pitch books, information memoranda, management presentations, and valuation analyses.
  • Support the due diligence process, coordinate with buyers, and assist in drafting key transaction documentation.
  • Maintain effective communication and coordination between internal teams, clients, and external parties, such as legal, accounting, and other advisors.
2. Client Support and Relationship Management:
  • Collaborate with senior team members to provide strategic advice and guidance to clients throughout the transaction process.
  • Develop and maintain relationships with clients by delivering high-quality service and demonstrating a deep understanding of their objectives.
3. Financial Analysis and Valuation:
  • Conduct financial analyses, including financial modeling, valuation (DCF, precedent transactions, trading comparables), and sensitivity analyses to support transaction decisions.
  • Evaluate financial statements, market data, and other relevant information to develop comprehensive financial projections and investment theses.
4. Research and Market Analysis:
  • Stay informed of market trends, industry dynamics, and competitive landscape to provide clients with informed, data-driven insights.
  • Perform sector-specific research to support transaction positioning and strategic recommendations.
5. Team Collaboration:
  • Work closely with Analysts and senior team members to ensure the timely and accurate delivery of work products.
  • Contribute to a collaborative and high-performance team environment, sharing knowledge and best practices.
6. Business Development Support:
  • Assist in business development initiatives, including pitch preparation, target identification, and market outreach.
  • Support senior bankers in identifying new business opportunities and expanding the firm's client base.

  • Minimum of 2 years of investment banking experience, or relevant financial services experience, with a focus on sell-side M&A advisory.
  • Strong financial modeling, valuation, and analytical skills and proficiency with Excel and PowerPoint; experience with Deal Cloud/Pitchbook and research databases is a plus.
  • Excellent communication and presentation skills, with the ability to convey complex financial concepts to clients and stakeholders.
  • Proven ability to manage multiple tasks and work effectively under pressure in a deadline-driven environment.
  • Exceptional attention to detail, problem-solving skills, and strategic thinking.
  • Strong interpersonal skills and the ability to build and maintain client relationships.
  • Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA designation preferred but not required.

Why Join Us?

  • Entrepreneurial Culture: Be part of a dynamic, growing team where your contributions make a direct impact on the firm's success.
  • Growth Opportunities: Gain exposure to a variety of industries and high-profile transactions, enhancing your professional development.
  • Work-Life Balance: Benefit from flexible hybrid work arrangements and a supportive environment that values work-life integration.

Benefits:

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts between $70k and $90k plus incentive pay.

As a Washington’s Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

  • Pay: Competitive base salary plus annual bonus
  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 401(k): 100% company match up to 4% of your annual pay
  • Stock: Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off: Starting at 20 days per year (increases with tenure) - plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
  • Parking: heavily subsidized parking (you pay $36 per month) or transit pass
  • Wellness reimbursement
  • Paid Parental leave: 12 weeks paid for all new parents
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.