What are the responsibilities and job description for the Investment Analyst position at Perspective Wealth Advisors?
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
Salary : $80,000 - $120,000