Investment Analyst

Position Overview Our client, a respected wealth management firm in Colorado with $120 million in AUM and a strong base of retainer clients, is seeking an Investment Analyst. This role will focus on investment research, portfolio analysis, and supporting the firm's investment strategies. The ideal candidate is detail-oriented, analytical, and eager to contribute to a collaborative team.
Key Responsibilities Conduct investment research and analysis, including equities, fixed income, and alternative investments.Assist in developing and maintaining asset allocation strategies.Prepare detailed reports and recommendations for the investment committee.Monitor and assess portfolio performance, providing insights and suggestions for improvement.Support advisors with client-facing investment-related questions and presentations.Stay updated on market trends, economic conditions, and investment opportunities. Qualifications Bachelor's degree in Finance, Economics, or a related field; CFA designation (or progress towards) preferred.2-5 years of investment analysis or related experience.Proficiency in financial modeling and investment management software.Strong analytical, communication, and organizational skills.Ability to work independently and within a team-oriented environment. Compensation $80,000 - $100,000 annually, with performance-based bonuses and benefits.