Investment Analyst jobs in South Jordan, UT

Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

E
Wealth Management, Investment Analyst
  • Enterprise Services
  • Salt Lake, UT FULL_TIME
  • Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

    With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

    Zions Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Zions Wealth Management is a strategic focus for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States.

    We are currently seeking a Wealth Management, Investment Analyst to join our team. This position is located in Salt Lake City, Utah, and reports up to the Wealth Management Portfolio Manager.

    Responsibilities:

    • Provide monthly, quarterly, annual, and ad-hoc reporting to assist stakeholders in analyzing risk and addressing needs.
    • Support trading team through new account process and account analysis.
    • Support portfolio management team through reporting, due diligence, and other needs.
    • Working with wealth advisors and portfolio managers in providing client performance packages.
    • Proactively assist trading team to identify and address concerns.
    • Review reports and data sets and be able to organize and provide reports for review by trading team, committees, and management.
    • Support the management of client investment portfolios for high-net worth individual and institutional clients.
    • Monitor client rebalancing needs and help support trade desk as needed.
    • Experienced in mutual funds, ETFs, separately managed accounts.
    • Work effectively as part of a team in an investment advice driven business model.
    • Responsible for completing investment projects as assigned, evaluating market trends, and analyzing securities.
    • Other duties as assigned.

    Requirements:

    • Requires a Bachelors Degree
    • 2 years of directly related experience.
    • Strong analytical, organizational, communication and problem-solving skills required.

    Located in the heart of downtown Salt Lake City, the Zions Bank Building serves as the headquarters of both Zions Bancorporation and Zions Bank. The building sits adjacent to City Creek Center, a world-class shopping and dining destination with more than 100 stores and restaurants. The Zions Bank Building stands tall among Salt Lake City’s central business district, providing hundreds of team members with an exceptional work environment and features such as:

    • Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages;
    • An employee-only fitness center and bike storage;
    • An employee lounge, kitchen, micro market, game tables, couches and TVs;
    • Private mothers’ rooms and lockers; and
    • Access to downtown shopping, dining, arts and entertainment.
  • 11 Days Ago

S
Asset & Wealth Management - Operations - XIG Investment Oversight - Analyst
  • Spectraforce Technologies
  • Salt Lake, UT FULL_TIME
  • Title- Asset & Wealth Management - Operations - XIG Investment Oversight - Analyst Duration- 8 Months Location- Salt Lake City, UT Payrate- $20/hr Description: Duties: The External Investing Group (XI...
  • 29 Days Ago

N
Investment Banker
  • Now CFO
  • Salt Lake, UT FULL_TIME
  • Responsibilities: Develop and implement strategic initiatives to identify and engage prospective clients, leveraging your experience as a business broker and cultivating new relationships within the b...
  • 1 Month Ago

I
Property Manager
  • Investment Realty Advisors
  • Salt Lake, UT FULL_TIME
  • JCX, LLC is the parent management company for a group of real estate related entities including: Investment Realty Advisors a full-services real estate brokerage that provides sales and property manag...
  • 11 Days Ago

I
Self Storage Manager
  • Investment Realty Advisors
  • Midvale, UT FULL_TIME
  • JCX, LLC is the parent management company for a group of real estate related entities including: Investment Realty Advisors a full-services real estate brokerage that provides sales and property manag...
  • 14 Days Ago

I
Automotive Detailer
  • Investment Auto Group
  • Salt Lake, UT FULL_TIME
  • Job Summary:We are seeking an Automotive Detailer to join our team. The ideal candidate will be responsible for cleaning and refurbishing used vehicles to dealership quality standards. Responsibilitie...
  • 2 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Investment Analyst jobs found in South Jordan, UT area

T
Exec Renewables Commercial Asset Management Leader (VP - SVP level) - REMOTE
  • ThinkBAC Consulting
  • Salt Lake City, UT
  • Job Description Exec Renewables Commercial Asset Management Leader (VP to SVP level) - Energy Storage Locations: FULLY R...
  • 4/19/2024 12:00:00 AM

C
Senior Full Stack Developer- Hybrid or Remote
  • Cumberland Advisors
  • Salt Lake City, UT
  • Senior Full-Stack Developer Location:Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an e...
  • 4/19/2024 12:00:00 AM

M
Analyst Institutional & Retail Services
  • Momenta Group
  • Salt Lake City, UT
  • Analyst Institutional & Retail Services Operations is a dynamic, multi-faceted division that partners with all parts of ...
  • 4/19/2024 12:00:00 AM

V
IT Asset Manager (Remote / Contract / No C2C or Sponsorship Available)
  • Vaco
  • Salt Lake City, UT
  • Vaco is actively seeking an IT Asset Manager for a 6+ month consulting opportunity with our client in Memphis. Additiona...
  • 4/18/2024 12:00:00 AM

P
General Maintenance
  • Pinncle Assets Management
  • Park City, UT
  • Job Description Job Description General Maintenance needed In the Park City area Skill requirements plumbing/electrical/...
  • 4/17/2024 12:00:00 AM

W
Institutional Project Portfolio Manager l
  • Western Governors University
  • Salt Lake City, UT
  • The salary range for this role takes into account the wide range of factors that are considered in making compensation d...
  • 4/17/2024 12:00:00 AM

G
AMD, AIMS, Platform Management, Privates, Associate/Vice President, Salt Lake City
  • Goldman Sachs
  • Salt Lake City, UT
  • MORE ABOUT THIS JOB: The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment man...
  • 4/17/2024 12:00:00 AM

C
Senior Full Stack Developer- Hybrid or Remote
  • Cumberland Advisors
  • Salt Lake City, UT
  • Senior Full-Stack Developer Location: Sarasota, FL (Hybrid or Remote) Job Description Cumberland Advisors is seeking an ...
  • 4/16/2024 12:00:00 AM

According to the United States Census Bureau, the city has a total area of 22.1 square miles (57 km2), of which, 0.08 square miles (0.21 km2), 0.34 percent, is water. South Jordan is located in the southwestern portion of the Salt Lake Valley. The city lies between the Oquirrh Mountains to the west, West Jordan to the north, the Jordan River and Sandy to the east, Draper to the southeast, Riverton to the south, and Herriman to the southwest. The relative flatness of South Jordan is due to lacustrine sediments of a pleistocene lake called Lake Bonneville. Lake Bonneville existed from 75,000 t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$85,306 to $127,230
South Jordan, Utah area prices
were up 2.3% from a year ago

Investment Analyst in Augusta, GA
It will help you understand the performance of business, ongoing projects, and investments.
November 21, 2019
Investment Analyst in Burlington, VT
This is one statistic of many, showing how much ESG investment is growing.
October 28, 2019
Investment Analyst in Pensacola, FL
You can find out more about becoming an investment analyst from.
October 04, 2019