Investment Analyst jobs in Utah

Investment Analyst analyzes and researches financial markets, securities, and investment products to assess risks, evaluate potential returns, and make informed investment decisions for an organization. Collects and researches economic data, financial metrics, and market conditions to develop and build financial models, forecasts, and investment strategies. Being an Investment Analyst monitors and analyzes portfolio performance, asset allocation, and risk exposure to ensure alignment with the organization's investment objectives, strategies, and risk tolerance levels. Prepares investment reports and analyses on investment opportunities or strategies to identify trends and recommend actions for the organization. Additionally, Investment Analyst utilizes mathematical formulas and statistical analyses to identify potential or alternative investments and calculate and evaluate financial health, returns, and fair value of securities, assets, or other investments. Requires a bachelor's degree. Typically reports to a manager. The Investment Analyst work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be an Investment Analyst typically requires 4-7 years of related experience. (Copyright 2024 Salary.com)

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Investment Analyst
  • RevRoad
  • Provo, UT FULL_TIME
  • Job Title: Investment Analyst

    Position Overview
    Join RevRoad, a dynamic venture capital firm dedicated to accelerating the growth and success of early-stage startups. As a trusted partner to entrepreneurs, we provide strategic guidance, operational support, and financial backing to help innovative businesses thrive. Be part of a collaborative team that's passionate about driving innovation and shaping the future of technology and entrepreneurship.

    RevRoad is seeking a motivated and analytical Investment Analyst to join our venture capital team. As an Investment Analyst, you will play a pivotal role in evaluating investment opportunities, conducting due diligence, and supporting decision-making processes. This role offers an exciting opportunity for individuals with a strong financial background, keen analytical skills, and a passion for identifying high-potential investment opportunities.

    Duties and Responsibilities
    • Conduct in-depth research and analysis on potential investment opportunities, including market dynamics, competitive landscapes, and financial performance
    • Evaluate investment opportunities and perform financial modeling to assess potential returns and risks
    • Assist in due diligence efforts, reviewing financial statements, conducting market research, and assessing management teams
    • Prepare investment memos, presentations, and other materials for Investment Committee meetings
    • Monitor and track portfolio company performance, including key metrics, milestones, and market trends
    • Collaborate with the services team to support portfolio companies and contribute to strategic initiatives
    • Actively attend networking activities, industry conferences, and other events to identify investable opportunities and support building awareness of RevRoad within the wider venture ecosystem
    • Perform other duties as assigned
    Education/Experience
    • Bachelor's degree in finance, business, economics, or a related field
    • 1-3 years of experience in investment banking, private equity, venture capital, or a related field
    • Strong analytical and quantitative skills, with proficiency in financial modeling and valuation techniques
    • Excellent communication and presentation skills, with the ability to convey complex concepts clearly and concisely
    • Detail-oriented with excellent organizational skills and the ability to manage multiple projects effectively
    • Proactive mindset with a passion for technology, innovation, and entrepreneurship
    Benefits
    • Competitive compensation
    • Employer-paid Fully covered health, dental, and vision insurance premiums
    • Fully- funded HSA account
    • 10 PTO days 11 PTO holidays
    • 401(k) retirement savings plan with company matching
    • Flexible work arrangements and remote work options
    • Professional development opportunities and support for continued learning
    • Vibrant company culture with team-building events, networking opportunities, and social activities

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  • 23 Days Ago

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Analyst - Corporate Treasury
  • Bridge Investment Group
  • Sandy, UT FULL_TIME
  • Bridge acknowledges and values the individuality of each person, recognizing that our people are the foundation of our success. We are committed to creating an inclusive environment where everyone fee...
  • 11 Days Ago

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Analyst - Acquisitions and Asset Management
  • Bridge Investment Group
  • Sandy, UT FULL_TIME
  • Bridge acknowledges and values the individuality of each person, recognizing that our people are the foundation of our success. We are committed to creating an inclusive environment where everyone fee...
  • 11 Days Ago

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Investment Operations Analyst
  • Utah Retirement Systems
  • Salt Lake, UT FULL_TIME
  • About The Company We serve Utah public employees with retirement and insurance benefits in a partnership of trust with a commitment to value, innovation, and excellence. URS has two divisions. The Ret...
  • 6 Days Ago

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Wealth Management, Investment Analyst
  • Enterprise Services
  • Salt Lake, UT FULL_TIME
  • Zions Bancorporation is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions ...
  • 8 Days Ago

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Sr. Analyst, Investment/Asset Management
  • Arete Collective LP
  • Salt Lake, UT FULL_TIME
  • Together,We'reMore.At the core of our brand is the meaning behind our name; Areté - a call to live at one's highest potential. To strive for the best at every turn so that we shine powerfully in all w...
  • 6 Days Ago

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Investment Analyst
  • Oasis Management Company Ltd.
  • Austin, TX
  • Description: Oasis seeks to attract bright, curious minds to help the firm create value for investors in the Oasis funds...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • HECKMANN FINANCIAL
  • Middleton, WI
  • About Heckmann Financial: Heckmann Financial is a holistic financial planning and wealth management group located in Mid...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • MassMutual
  • Boston, MA
  • Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • Trog Hawley Capital
  • West Palm Beach, FL
  • Company Description Trog Hawley Capital is a single-family office established in 2012, located in West Palm Beach, Flori...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • MassMutual
  • Hartford, CT
  • Role: Investment Analyst Department: Investment Management Team: Quantitative Research & Development Location: Springfie...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • Sarasota, FL, Co.
  • Sarasota, FL
  • Sarasota, FL, Co. seeks an Investment Analyst. BA in business req. Send detailed resume to: Ceres Environmental Services...
  • 6/10/2024 12:00:00 AM

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Investment Analyst
  • Fanning/Masis
  • Boston, MA
  • Investment Analyst Seeking to recruit an Analyst to work with our Investment Strategy team. The individual will be focus...
  • 6/8/2024 12:00:00 AM

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Investment Analyst
  • Heck Capital Advisors
  • Rhinelander, WI
  • Position Location Rhinelander, WI Background of Heck Capital Advisors Heck Capital Advisors, LLC is an independent inves...
  • 6/7/2024 12:00:00 AM

Utah is known for its natural diversity and is home to features ranging from arid deserts with sand dunes to thriving pine forests in mountain valleys. It is a rugged and geographically diverse state that is at the convergence of three distinct geological regions: the Rocky Mountains, the Great Basin, and the Colorado Plateau. Utah is one of the Four Corners states, and is bordered by Idaho in the north, Wyoming in the north and east; by Colorado in the east; at a single point by New Mexico to the southeast; by Arizona in the south; and by Nevada in the west. It covers an area of 84,899 sq mi ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$96,193 to $130,602

Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019