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Investment Analyst II
2 months ago
First Western is seeking a highly skilled Investment Analyst II to join our dynamic team. As a key member of our investment research team, you will play a crucial role in assisting high-net-worth clients in achieving their financial objectives.
As an Investment Analyst II, you will be responsible for:
- Evaluating new investment opportunities and conducting due diligence on external investment managers.
- Analyzing client portfolios and providing tailored investment solutions.
- Preparing economic trend reviews and financial market analysis for portfolio managers.
- Demonstrating expertise in various asset classes, including equities, fixed income, private equity, and real assets.
- Communicating complex investment strategies to both internal and external clients.
- Supporting the management and trading of investment accounts.
- Staying up-to-date with financial markets, investment products, and economic conditions.
- Exercising critical thinking to complete tasks with minimal supervision.
- Contributing to business development activities.
- Adhering to all relevant laws, regulations, policies, and procedures.
Requirements:
- Proficiency in Microsoft Office, particularly Excel and PowerPoint.
- Strong initiative and follow-through.
- Ability to work independently and collaboratively within a team.
- Excellent written and oral communication skills.
- Effective organizational, prioritization, and multitasking abilities.
- Experience with Bloomberg, Morningstar Direct, and Microsoft applications.
Education Background Required: Bachelor's Degree in Business, Finance, Math, or a related field involving data analysis.
Required Experience: 3-5 years in an investment research role.
Preferred License/Certification: CFA with 2-3 years of experience.
What We Offer:
At First Western, we value innovation, teamwork, and continuous learning. We provide our employees with the necessary resources for success, including training, a competitive salary, and a comprehensive benefits package.
Salary Range: $71,000 - $107,000 per year
Job Type: Full-Time (Exempt)
*Compensation will vary based on experience, location, education, and skills*
- Attractive Bonus Opportunities
- 401(k) Plan with Matching Contributions
- Transportation Benefits and Parking Allowance
- Access to Professional Development Programs and Training
- Sponsorship for Professional Certifications
- Flexible Spending Accounts
- Health Savings Account
- Health and Wellness Benefits
- Paid Time Off and Bank Holidays
We are an Equal Opportunity Employer and are committed to fostering diversity and ensuring an inclusive workplace for all our employees. We are dedicated to building a diverse team by attracting individuals from various backgrounds and experiences.
We are fully committed to supporting individuals with disabilities. Reasonable accommodations will be provided to ensure equal participation in the application process, interviews, job functions, and all employment benefits and privileges.
