Investment Analyst

Diversify
Sandy, UT
Category Finance
Job Description
We are seeking an Investment Analyst to support our Portfolio Managers across several internally managed equity strategies. The role involves conducting forward-looking company-specific research, due diligence, and manager selection of third-party strategies. This is an in-office position in our Sandy, Utah headquarters.

Requirements

  • Bachelor's degree in finance, economics, accounting, math, statistics, or a related field
  • 1-3 years of experience in investment research or portfolio management
  • Completion of or progress toward the Chartered Financial Analyst (CFA) designation
  • Advanced Excel and coding skills
  • High proficiency in Microsoft Office and investment platforms such as Morningstar, YCharts, FactSet, or Bloomberg

Benefits

  • Medical with HSA and FSA options
  • Dental
  • Vision
  • 401(k) with a generous company match
  • 4 weeks PTO
  • 12 paid holidays
  • 2 paid volunteer days
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