Investment Portfolio Management Analyst (Hybrid)

First Tech Credit UnionHillsboro, OR

$95,000 - $110,000 / year

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Schedule

Full-time

Career level

Senior-level

Remote

Hybrid remote

Compensation

$95,000-$110,000/year

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

This role supports the management and oversight of investment portfolios by contributing to analysis, monitoring, and execution activities aligned with established investment strategies and risk parameters. The position applies developing professional judgment and financial knowledge to support portfolio objectives, working in partnership with senior portfolio professionals and other stakeholders to help ensure portfolios are managed effectively and in accordance with policy and market conditions.

Job Duties:

Support day‑to‑day portfolio management activities, including monitoring portfolio performance, exposures, and risk metrics relative to objectives and guidelines.
Perform financial, market, or portfolio‑level analysis to inform investment decisions, rebalancing actions, or strategic reviews.
Assist in evaluating investment opportunities, strategies, or managers using defined analytical frameworks and available data.
Prepare portfolio‑related materials, reporting, or analysis for internal partners, management, or governance committees.
Track market developments, economic trends, and financial data to support understanding of portfolio impacts and emerging risks.
Partner with investment operations, risk, and reporting teams to support accurate execution, settlement, and monitoring of portfolio activity.
Contribute to the review and maintenance of portfolio documentation, investment guidelines, and monitoring processes.
Support projects or initiatives aimed at improving portfolio processes, reporting, or analytical capabilities.
Escalate identified issues, variances, or risks and provide input into potential resolution options.

Essential Skills:

Required Education: Bachelor's degree in field relevant to role (or 4 additional years of relevant experience in lieu of a degree)
Required Experience: 2+ years of relevant experience
Early‑career professional experience in investment management, asset management, finance, analytics, or a related area.
Working knowledge of investment concepts, portfolio construction, and financial markets.
Ability to analyze data, interpret results, and communicate insights clearly.
Strong attention to detail, organizational skills, and ability to manage multiple priorities.
Proficiency with common financial analysis tools, spreadsheets, and reporting systems; exposure to portfolio or market data platforms preferred.
Demonstrated ability to collaborate effectively within a team and with cross‑functional partners.

Location: Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID)

Target Compensation in Hillsboro, OR: $95,000 - $110,000 + annual bonus

Benefits options include:

Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

What makes First Tech different? Click here to learn more!

First Tech is not currently offering Visa transfer or sponsorship for this position

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Investment Portfolio Management Analyst (Hybrid) Jobs at First Tech Credit Union

What is the work location for this position at First Tech Credit Union?

This job at First Tech Credit Union is located in Hillsboro, OR, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at First Tech Credit Union?

Candidates can expect a pay range of $95,000 and $110,000 per year.

What employment applies to this position at First Tech Credit Union?

First Tech Credit Union lists this role as a Full-time position.

What experience level is required for this role at First Tech Credit Union?

First Tech Credit Union is looking for a candidate with "Senior-level" experience level.

What benefits are offered by First Tech Credit Union for this role?

First Tech Credit Union offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Holidays, Paid Vacation, and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at First Tech Credit Union?

You can apply for this role at First Tech Credit Union either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.