Job Description

Job Description

Job Description

First Western is seeking an Investment Analyst II to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a Investment Analyst II at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Investment Research team to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

What You Will Do:

• Review and analyze new investment opportunities for potential inclusion on First Western investment platform.
• Conduct regular due diligence of existing outside investment managers.
• Analyze prospective client investment portfolios.
• Prepare quarterly review of economics and financial markets for portfolio managers to present at client meetings.
• Broad understanding of all asset classes including equities, fixed income, private equity, absolute return, and real assets.
• Understand and succinctly explain potentially complicated investment strategies or products to internal and external clients.
• Assist with the oversight and trading of investment accounts.
• Exhibit natural curiosity and desire to expand knowledge of financial markets, investment products, and economic conditions, and proactively apply that knowledge in the context of the Investment Analyst II role.
• Think critically to accomplish tasks with limited oversight.
• Support PC business development activities.
• Maintain current knowledge of and comply with all applicable laws and regulations, policies, and procedures.

What You Bring:

• Proficient in Microsoft Office, with strong Excel and PowerPoint skills.
• High initiative and follow-through.
• Ability to work independently and with a team.
• Excellent written and verbal communications skills.
• Able to organize, prioritize and multi-task.
• Experience with Bloomberg, Morningstar Direct and Microsoft applications.

Education Level Education Details Required/Preferred
Bachelor's Degree Business, Finance, Math, or other STEM-related field requiring data gathering and analysis. Required

Experience Level Experience Details Required/Preferred
3-5 years Investment research role Required

License/Certification Details Time Frame Required/Preferred
CFA 2-3 Years Preferred

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $71,000 - $107,000/YR

Job Classification: Full-Time Exempt

*Actual offer will be based on experience, location, education, and/or skills*

- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off+ Bank Holidays

Interested in learning more and seeing how we connect? Visit us today at:

Questions? Contact us at [email protected]

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact [email protected].

Region A Pay Range

Pay Range

$71,000—$107,000 USD

Job Tags

Holiday work, Full time,

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