Investment Analyst jobs in Utah

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)

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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.
  • 17 Days Ago

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Sr. Analyst, Investment/Asset Management
  • Arete Collective LP
  • Salt Lake, UT FULL_TIME
  • Together,We'reMore.At the core of our brand is the meaning behind our name; Areté - a call to live at one's highest potential. To strive for the best at every turn so that we shine powerfully in all w...
  • 1 Month Ago

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Sr. Analyst, Cost and Investment Control FP&A
  • aes
  • US, UT FULL_TIME
  • At AES, we raise the quality of life around the world by changing the way energy works. Everyone makes an impact every day in our small, global teams. Apply here to start an extraordinary career today...
  • 19 Days Ago

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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

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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...
  • 18 Days Ago

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Property Management Administrator
  • Investment Realty Advisors
  • Midvale, UT FULL_TIME
  • About CompanyInvestment Realty Advisors is a full-service real estate brokerage that provides property management services to property owners. Properties managed include residential, apartment, retail...
  • 1 Month Ago

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Investment Analyst
  • Quad A Solomonedwards Company
  • King Of Prussia, PA
  • Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
  • 4/25/2024 12:00:00 AM

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Investment Analyst
  • Selectleaders
  • Tulsa, OK
  • We are looking for an Analyst to join our investment team in our Southeast region. The Analyst will be responsible for u...
  • 4/24/2024 12:00:00 AM

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Investment Analyst
  • Xcede
  • Miami, FL
  • A top Miami-based investment management fund is looking for an Investment Analyst to join them on a full-time basis. The...
  • 4/23/2024 12:00:00 AM

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Investment Analyst
  • QUAD, a SolomonEdwards Company
  • King of Prussia, PA
  • Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
  • 4/23/2024 12:00:00 AM

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Investment Analyst
  • Agility Outsourced Chief Investment Officer
  • Denver, CO
  • The Investment Analyst role provides investment research and portfolio management functions for Agilitys Absolute Return...
  • 4/23/2024 12:00:00 AM

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Investment Analyst
  • Old Mutual Limited
  • California, MO
  • Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Job DescriptionThis role i...
  • 4/23/2024 12:00:00 AM

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Investment Analyst
  • Agility Outsourced Chief Investment Officer
  • Denver, CO
  • The Investment Analyst role provides investment research and portfolio management functions for Agility’s Absolute Retur...
  • 4/22/2024 12:00:00 AM

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Investment Analyst
  • Heckmann Financial
  • Middleton, WI
  • About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
  • 4/21/2024 12:00:00 AM

Utah is known for its natural diversity and is home to features ranging from arid deserts with sand dunes to thriving pine forests in mountain valleys. It is a rugged and geographically diverse state that is at the convergence of three distinct geological regions: the Rocky Mountains, the Great Basin, and the Colorado Plateau. Utah is one of the Four Corners states, and is bordered by Idaho in the north, Wyoming in the north and east; by Colorado in the east; at a single point by New Mexico to the southeast; by Arizona in the south; and by Nevada in the west. It covers an area of 84,899 sq mi ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$83,981 to $125,255

Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019