Financial Analyst

Candidate MUST be located in Colorado and have experience outside of college.

We're looking for a talented professional to join our team in the role of Financial Analyst. If you’re passionate about investment strategies, financial analysis, and operational excellence, this might be the perfect opportunity for you!

1. Operations 

Trading and Money Movement: 

• Execute trades across client accounts in alignment with investment strategies and model portfolios. 
• Monitor investment platforms for accuracy, efficiency, and compliance. 
• Manage cash needs, account rebalancing, and settlement processes. 
• Ensure adherence to firm policies and regulatory requirements in all investment activities. 

Account Management & Processes: 

• Oversee account operations, including account openings, transfers, billing, and investment workflows. 
• Manage systems and tools related to portfolio management, investments, and reporting. 
• Manage transfers and transitions of money moving into PWA. 

2. Analyst 

Investment Analysis: 

• Manage the 338 duties within qualified plans. 
• Conduct research on securities, funds, and other assets of prospective clients. 
• Prepare asset allocation, location, and performance reports. 
• Perform valuations of clients' businesses. 
• Develop presentations and summaries to facilitate advisor-client communication. 

Investment Management: 

• Qualified Plan Management: RFPs, tracking, and plan servicing. 
• Provide the Investment Committee with data-driven insights and analysis. 
• Oversee and optimize PWA model portfolios. 
• Collaborate with PWA advisors on case design and directly with clients. 

3. DAA (Data, Automation, and AI) 

Data & Tools: 

• Ensure accurate data collection, organization, and integration across all platforms and systems. 
• Utilize tools like Power BI, Zapier, and Excel to enhance data analysis, reporting, and workflow automation. 
• Maintain data integrity and security, ensuring compliance with regulatory standards. 

Automation & AI: 

• Identify and implement automation opportunities to streamline investment management and operational processes. 
• Optimize workflows for scalability and efficiency using automation technologies. 
• Leverage AI for advanced analytics and efficiencies. 

Problem Solving: 

• Identify operational or investment-related challenges and develop data-driven solutions. 
• Use tools like AI, Power BI, Zapier, and Excel to analyze issues and implement corrective measures. 
• Collaborate with advisors and other team members to address inefficiencies and enhance processes 

Benefits:

Required: Bachelor’s degree in Finance, Accounting, or Economics

Preferred: CFA completed or started

Location: In Office (Loveland), or Hybrid

Salary: $80,000-$100,000 commensurate with experience bonus opportunity

Full-Time Benefits: Medical, Dental, and Vision Insurance, and 401(k)