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