Candidate MUST be located in Colorado and have experience outside of college. We’re seeking a Investment Analyst to join our team. If you’re experienced (beyond college) and passionate about investment strategies, financial analysis, and operational excellence, this is the role for you Key Responsibilities: Operations: Execute trades and manage cash flow, account rebalancing, and settlements. Oversee account operations, including openings, transfers, and billing. Ensure compliance with firm policies and regulatory standards. Investment Analysis: Conduct research on investments and prepare detailed reports. Perform business valuations and asset allocation reviews. Provide data-driven insights for the Investment Committee. Data Automation: Manage data accuracy, reporting, and workflow automation with tools like Power BI, Zapier, and Excel. Identify opportunities for automation and efficiency improvements. Benefits: Required: Bachelor’s degree in Finance, Accounting, or Economics Preferred: CFA completed or started Location: In Office (Loveland), or Hybrid Hiring Range: 80,000-100,000 Full -Salary Range: $80,000-$120,000 commensurate with experience bonus opportunity Full-Time Benefits: Medical, Dental, and Vision Insurance, and 401(k) after 6-months tenure
