Investment Analyst – Entry Level

Investment Analyst – Entry Level

Salt Lake City, Utah – (Must reside in Utah)

$47 to $56k/yr.

We are currently seeking an Entry Level Investment Analyst for a leading global financial services firm. As an Investment Analyst on the Transfer Settlement team, you'll be at the heart of Operations, managing the settlement of various asset types and supporting critical activities like electronic and physical asset transfers, client trades, and portfolio restructurings. This is a role where creativity, adaptability, and a drive for excellence will help you thrive. As part of our team, you'll build strong relationships, develop hands-on skills, and contribute to innovative solutions that make a real impact for our business and clients.

What is in it for you:

• Gain experience with a prestigious firm
• Competitive compensation package with opportunities for an increase based on performance
• Monday to Friday day schedules
• Medical benefits
• PTO

Investment Analyst Responsibilities

• Gain a deep understanding of the trade lifecycle by collaborating with business units, middle office, legal, compliance, and external parties to achieve shared objectives.
• Work alongside expert teams to manage assets and transfers end-to-end, ensuring a smooth and efficient process for clients.
• Demonstrate strong attention to detail by accurately capturing all transaction details.
• Apply your curiosity and problem-solving skills to identify and address control gaps in the transfer process.
• Drive improvements by proposing process enhancements that effectively reduce risk.
• Harness your creativity to continuously optimize and innovate existing workflows.
• Protect the firm and its clients by ensuring precision and accuracy in every execution.
• Uphold the firm's commitment to excellence in the quality of work, client interactions, and services provided.

What you’ll bring to the team

• Bachelor's degree
• Strong analytical and problem-solving skills, combined with a meticulous attention to detail and a proactive control mindset.
• Experience building strong relationships and clearly communicating complex concepts to diverse internal partners with varying levels of product knowledge.
• Self-driven and accountable team player with excellent organizational skills and the ability to manage multiple priorities effectively.
• Adaptable and resilient under pressure, thriving in a collaborative team environment.
• Deep commitment to upholding the firm’s culture of excellence and delivering high-quality results.

Explore an engaging opportunity to take on a role at the forefront of client interactions, problem-solving, and process improvement. Consider applying for the Entry Level Financial Analyst position and be part of meaningful work.

PrincePerelson & Associates is an Equal Opportunity Employer and we do not discriminate against applicants due to race, color, religion, sex, national origin, age, disability, genetics, veteran status, or on the basis of disability or any other federal, state or local protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.