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Investment Manager Jobs in Renton, WA (NOW HIRING)

Investment Management * Portfolio Oversight:Manage the corporate cash investment portfolio, including the oversight of in-house holdings and external investment managers. * Strategy & Policy:Review ...

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Investment Manager information

See Renton, WA salary details

$66.4K

$143.7K

$259.3K

How much do investment manager jobs pay per year?

As of Aug 3, 2026, the average yearly pay for investment manager in Renton, WA is $143,696.00, according to ZipRecruiter salary data. Most workers in this role earn between $90,000.00 and $181,700.00 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. Many also earn bonuses or commissions based on investment performance, and professional certifications like the CFA can enhance earning potential.

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.

What does an investment manager actually do?

An investment manager oversees and makes decisions about investment portfolios for clients or organizations, aiming to achieve specific financial goals. They analyze market trends, select assets such as stocks or bonds, and monitor performance, often using financial tools and requiring relevant certifications like the CFA. Their work involves research, risk assessment, and strategic planning to optimize returns.

What jobs make $1,000,000 a year?

Investment managers, especially those managing large portfolios or working in hedge funds and private equity, can earn $1,000,000 or more annually through base salary, bonuses, and profit sharing. High-level executives in finance, such as chief investment officers, and successful entrepreneurs in finance-related industries may also reach this income level. Achieving this typically requires extensive experience, advanced certifications, and a strong track record of performance.

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 Renton, WA? The most popular types of Investment jobs in Renton, WA are:
What job categories do people searching Investment Manager jobs in Renton, WA look for? The top searched job categories for Investment Manager jobs in Renton, WA are:
What cities near Renton, WA are hiring for Investment Manager jobs? Cities near Renton, WA with the most Investment Manager job openings:
Infographic showing various Investment Manager job openings in Renton, WA as of July 2026, with employment types broken down into 89% Full Time, 8% Part Time, and 3% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $143,696 per year, or $69.1 per hour.

Investment Analyst | Wealth Management

Threadline Wealth

Bellevue, WA • On-site

$81K - $100K/yr

Full-time

Medical, Retirement

Posted 4 days ago


Job description

Investment Analyst
About Threadline Wealth
Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with a highly personalized client experience.
We are a modern independent firm focused on long-term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.
Role Summary
The Investment Analyst is a member of the Investment Team and supports the firm's investment reporting, research, documentation, and due diligence processes across public-market and alternative investments.
This role is responsible for producing accurate and timely investment materials, maintaining organized and reliable investment data and documentation, coordinating due diligence activities, and responding to information requests from advisors and other internal stakeholders. The Investment Analyst also supports Investment Committee reporting, private investment communications, client proposals, retirement plan research, and trading operations.
The position is well suited for an individual who takes ownership of detailed work, follows through consistently, and enjoys improving processes. It provides meaningful exposure to portfolio management, investment research, alternative investments, manager due diligence, and advisor-facing investment communications.
This position is based in Bellevue, Washington. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1-3 days per month. Remote work flexibility is supported, along with occasional travel. This position is classified as a fulltime, exempt position under applicable wage and hour laws.
Visa Sponsorship: Threadline Wealth is unable to provide employment visa sponsorship for this position. Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.
Core Responsibilities
Investment Reporting and Data Management
  • Manage recurring reporting processes for private and alternative investments, ensuring reports are complete, accurate, timely, and consistently prepared.
  • Support the preparation of monthly performance reports, fund summaries, portfolio materials, and Investment Committee presentations.
  • Maintain investment data, documentation, and reporting records in accordance with firm standards and established procedures.
  • Review investment materials for accuracy, completeness, consistency, and appropriate presentation before distribution.
  • Identify data discrepancies, missing information, and reporting issues and coordinate their resolution with appropriate internal or external parties.

Investment Research and Due Diligence Support
  • Support due diligence activities across public-market, private-market, and alternative investment strategies.
  • Gather, organize, and summarize investment manager, fund, performance, risk, operational, and portfolio information.
  • Prepare due diligence materials and assist investment professionals with quantitative and qualitative analysis.
  • Coordinate manager meetings and due diligence calls, including scheduling, agenda preparation, meeting notes, follow-up items, and document retention.
  • Maintain current and complete due diligence files, manager communications, fund materials, and supporting documentation.
  • Monitor assigned investment strategies and assist with recurring reviews and updates.
Alternative Investment Support
  • Maintain alternative investment records, reporting materials, fund documents, presentations, and advisor resources.
  • Prepare and update advisor-facing materials regarding private and alternative investments.
  • Support internal communications regarding capital calls, distributions, valuations, fund developments, and other investment updates.
  • Partner with the Senior Portfolio Manager to develop and deliver advisor training related to private investment reporting, documentation, and communications.
Advisor and Client Support
  • Respond to advisor requests for investment research, portfolio information, fund materials, and related documentation.
  • Prepare clear and professional investment summaries, presentations, and communications for internal and client-facing use.
  • Support proposal preparation for prospective and existing clients.
  • Assist with investment-related information requests arising from client meetings, portfolio reviews, and business development activities.
  • Maintain advisor-facing investment resources so that materials remain current, accurate, and readily accessible.
Retirement Plan & Trading Support
  • Support the firm's 401(k) research process, including maintaining investment summaries, fund information, comparison materials, and related resources.
  • Assist with trading queue operations by reviewing information for completeness, monitoring assigned requests, and coordinating with the trading and implementation teams.
  • Serve as a backup resource for designated trading functions after completing required training and demonstrating appropriate proficiency.
  • Escalate trade instructions, data discrepancies, timing concerns, and other exceptions in accordance with firm procedures.
Qualifications
  • Bachelor's degree required; Finance or related field preferred
  • 1+ year of experience in investment research, financial services, or a related support or analyst role
  • Strong attention to detail and commitment to accuracy in all work outputs
  • Highly organized with the ability to manage multiple workflows and deadlines simultaneously
  • Strong proficiency in Excel and PowerPoint; ability to work with data efficiently and produce clean, professional materials
  • Clear written and verbal communication skills, with the ability to present information in a format useful for advisors and clients
  • Familiarity with alternative investments, private funds, or investment reporting is a plus
  • Interest in wealth management and supporting advisors serving high-net-worth clients
  • Ability to travel occasionally, generally less than 5%
Key Skills & Attributes
  • Strong attention to detail and commitment to accuracy.
  • Excellent organization and follow-through.
  • Ability to manage multiple priorities and deadlines.
  • Analytical and problem-solving skills.
  • Clear and professional written and verbal communication.
  • Collaborative approach and ability to work across teams.
  • Sound judgment and willingness to escalate issues when appropriate.
  • Discretion in handling confidential client, firm, and investment information.
Compensation and Benefits
  • Base Salary: $81,000-$100,000, commensurate with experience. Additional discretionary compensation may be available based on individual and firm performance.
  • Benefits: Comprehensive benefits package including health insurance, retirement plan contributions, professional development opportunities, and other standard firm benefits.

Disclaimer:
Threadline Wealth is an equal opportunity employer and is committed to fostering a professional and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected characteristic under applicable law.
This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job-related duties as assigned.
Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational needs.