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Portfolio Manager Jobs in Bothell, WA (NOW HIRING)

Watrust

Sr. Client Portfolio Manager

Bellevue, WA · On-site

Works in coordination with Director of Investments to mentor Client Portfolio Managers and Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all laws and ...

Turing

Remote Portfolio Management Expert

Seattle, WA · Remote

$100 - $200/hr

Turing is looking for Portfolio Management experts to work with our researchers to improve the performance of AI models. You will leverage your expertise in asset allocation, portfolio construction ...

QUANTUM RESIDENTIAL

Regional Portfolio Manager

Everett, WA · On-site

$85K - $95K/yr

Staff consists of Assistant Portfolio Managers, Property Managers, Assistant Property Managers, Leasing Agents, Maintenance Supervisors, Maintenance Techs, and additional staff as needed. Carries out ...

Quantum Residential

Regional Portfolio Manager

Everett, WA · On-site

$85K - $95K/yr

Staff consists of Assistant Portfolio Managers, Property Managers, Assistant Property Managers, Leasing Agents, Maintenance Supervisors, Maintenance Techs, and additional staff as needed. Carries out ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Bothell, WA

Portfolio Manager information

See Bothell, WA salary details

$41.4K

$112.3K

$209.6K

How much do portfolio manager jobs pay per year?

As of Sep 12, 2026, the average yearly pay for portfolio manager in Bothell, WA is $112,301.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,200.00 and $145,300.00 per year, depending on experience, location, and employer.

What does a portfolio manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

What does a portfolio manager do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What are some common challenges portfolio managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

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

To thrive as a Portfolio Manager, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

What is the difference between Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

How much do portfolio managers make?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $200,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Senior or specialized portfolio managers tend to earn higher salaries and bonuses.

Is a portfolio manager a high position?

A portfolio manager is generally considered a high-level position within finance and investment firms, responsible for making investment decisions and managing client assets. The role often requires extensive experience, strong analytical skills, and relevant certifications such as the CFA. It is typically a senior role with significant responsibility and influence within an organization.

What is the role of a portfolio manager?

A portfolio manager is responsible for overseeing investment portfolios to meet clients' financial goals. They analyze market trends, select assets, and make buy or sell decisions, often using financial tools and analysis skills. Their work involves continuous monitoring and adjusting of investments to optimize performance and manage risk.

What qualifications do you need to be a portfolio manager?

A portfolio manager typically needs a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment management. Professional certifications such as the Chartered Financial Analyst (CFA) designation are highly valued. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important.
More about Portfolio Manager jobs

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Portfolio Manager jobs near you
Infographic showing various Portfolio 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 79% Physical, 4% Hybrid, and 17% Remote job distribution, with an average salary of $112,301 per year, or $54 per hour.

Vice President - Portfolio Manager

Seattle, WA • On-site

Whittier Trust
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Whittier Trustexternal

$150K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted just now

Job description

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
POSITION SUMMARY
The primary responsibility of the Vice President, Portfolio Manager ("PM") is to manage client portfolios consisting of equities, fixed income, cash and alternative assets within established investment guidelines. In addition to the management of individual portfolios, the PM will participate in and contribute to the investment department through macroeconomic, industry and company research. The PM will communicate regularly with and make presentations to clients, prospects and referral sources. The PM is also expected to participate in and contribute to the firm's growth through business development efforts.
PRIMARY RESPONSIBILITIES
  • Manage portfolios to achieve client objectives
  • Make and implement investment decisions
  • Maintain asset allocations within client guidelines and department policies
  • Analyze economic, asset class, sector or company fundamentals as a member of smaller working teams or Satellites
  • Lead or assist in internally managed strategies and asset allocation
  • Participate in weekly and monthly investment meetings and communicate regularly with others in the Investment Department
  • Meet with clients on a regular basis
  • Communicate with and make presentations to clients, prospects and referral sources
  • Participate in Business Development initiatives to achieve established goals for new revenues
  • Work with Client Administrators on shared accounts

DESIRED SKILLS/EXPERIENCE
  • Bachelor's degree from an accredited 4-year university
  • MBA from top-tier business school, preferred not essential
  • CFA designation preferred not essential
  • 10+ years of Portfolio Management and staff experience overseeing diversified global portfolios of equities, bonds and cash
  • Strong investment research experience
  • Investment experience with alternative assets a plus
  • Strong communication, client relationship and business development skills as well as an entrepreneurial spirit
  • Superior ability to identify and build relationships with qualified prospects

PERSONAL CHARACTERISTICS
  • Strong people skills
  • Client service focus
  • Effective verbal and written communication skills
  • High integrity with a diligent work ethic
  • Team/people oriented
  • Highly organized with good time management skills
  • Meticulous attention to detail
  • Valid driver's license and the ability to travel by airplane

COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $150,000 - $200,000.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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