First Western Trust
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 an
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.
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. Support Portfolio Managers as our internal clients.
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: https://myfw.com/careers/
Questions? Contact us at Talent.Management@myfw.com
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 Talent.Management@myfw.com.
Region A Pay Range
Pay Range
$71,000—$107,000 USD Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Technology, Information and Internet Referrals increase your chances of interviewing at First Western Trust by 2x Get notified about new Investment Analyst jobs in
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Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As an
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.
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. Support Portfolio Managers as our internal clients.
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: https://myfw.com/careers/
Questions? Contact us at Talent.Management@myfw.com
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 Talent.Management@myfw.com.
Region A Pay Range
Pay Range
$71,000—$107,000 USD Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Technology, Information and Internet Referrals increase your chances of interviewing at First Western Trust by 2x Get notified about new Investment Analyst jobs in
Denver, CO . Denver, CO $150,000.00-$160,000.00 2 days ago Investment Consultant - Denver, CO (Downtown)
Denver Metropolitan Area $150,000.00-$160,000.00 1 day ago Citi Private Bank - UHNW Investment Counselor - Director / MD
Denver, CO $200,000.00-$500,000.00 1 day ago Greenwood Village, CO $117,400.00-$170,200.00 18 hours ago Corporate Associate; Funds/Investment Management (3+ years): Boulder, Denver, or Reno
Trust & Investment Operations Supervisor
Denver, CO $71,000.00-$107,000.00 2 days ago Director of Investment Adviser Compliance
Denver Metropolitan Area $150,000.00-$200,000.00 3 days ago Denver, CO $130,276.00-$208,104.00 1 day ago Investment Strategy and Customer Success Lead, AI
Boulder, CO $147,000.00-$216,000.00 1 week ago Investment Strategy and Customer Success Lead, Public Sector
Boulder, CO $147,000.00-$216,000.00 2 weeks ago Investment Strategy and Customer Success Lead III
Boulder, CO $180,000.00-$267,000.00 2 days ago Production Manager - Community Development Lending & Investing
Denver, CO $150,000.00-$180,000.00 2 weeks ago KPC Regional Director, Planning & Investments
Denver, CO $92,000.00-$160,000.00 2 months ago Aurora, CO $35,000.00-$41,000.00 1 week ago Policy Research and Implementation Analyst
Denver, CO $55,620.00-$70,040.00 1 day ago Casey Quirk Investment & Wealth Management Insights Senior Manager
Denver, CO $175,300.00-$322,900.00 23 hours ago Business Law/Investment Management Senior Counsel or Associate
Product Compliance Analyst – Legal Research
Denver, CO $60,000.00-$80,000.00 1 month ago Market Research Analyst, application via RippleMatch
Littleton, CO $72,350.00-$103,400.00 6 days ago RESEARCH ANALYST - RESEARCH ENGINEER - SR. RESEARCH ENGINEER - Spaceflight Laser Mass Spectroscopy - Boulder, CO
Denver, CO $75,000.00-$85,000.00 2 days ago Denver Metropolitan Area $75,000.00-$85,000.00 1 day ago Denver Metropolitan Area $100,000.00-$150,000.00 2 days ago Denver, CO $60,000.00-$80,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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