Investment Analyst II

Investment Analyst II

Location: Denver, CO (In-Office)

Job Type: Full-Time Exempt

Salary: $71,000 - $107,000/YR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later 09/19/2025.

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You're a detail-driven investment professional who excels at conducting research, analyzing data, and supporting portfolio decisions with accuracy and efficiency. With experience across asset classes and investment strategies, you contribute to due diligence efforts, manager reviews, and internal reporting with clarity and precision.

You take initiative, communicate effectively, and deliver high-quality work in a fast-paced, research-oriented environment.

If you're looking to grow your impact in investment analysis and support a high-performing advisory team-this role is for you.

This role supports the Investment Research team by reviewing investment opportunities, conducting ongoing due diligence, and providing in-depth market analysis across asset classes including equities, fixed income, real assets, and alternatives. You'll support portfolio managers and client-facing teams with timely data, research, and investment commentary, and contribute to the core equity strategy by monitoring securities, sectors, and industry developments.

You'll also help prepare economic outlooks and investment reviews, assist in investment oversight and trading, and serve as a knowledge partner to internal teams and the Investment Policy Committee.

• Review and evaluate new investment opportunities for inclusion on the First Western investment platform.
• Conduct due diligence on existing outside investment managers and analyze prospective client investment portfolios.
• Prepare quarterly market and economic updates to support client meetings and business development efforts at the Profit Center (PC) level.
• Apply broad knowledge across all asset classes-including equities, fixed income, private equity, absolute return, and real assets.
• Explain complex investment strategies clearly to internal and external stakeholders.
• Assist in the oversight and trading of investment accounts while maintaining compliance with applicable regulations and internal policies.
• Continuously expand investment knowledge, think critically, and operate with limited oversight.

What You Bring

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3-5 years of relevant investment experience.
• Strong working knowledge of Microsoft Office, Bloomberg, Morningstar Direct, and investment platforms.
• Demonstrated understanding of investment strategies across a variety of asset classes.
• Excellent verbal and written communication skills, with the ability to present complex concepts clearly to both internal teams and clients.
• High level of analytical thinking and attention to detail; able to apply sound judgment to resolve a wide range of issues.
• Ability to independently manage multiple priorities and deadlines in a fast-paced environment while collaborating effectively across departments.

• Competitive base salary:$71,000 - $107,000, plus strong bonus potential.
  
  
• 401(k) plan with employer match.
  
  
• Paid parking and transportation benefits.
  
  
• Comprehensive health and wellness benefits, including:
  
  
  
  
  • Health savings accounts (HSA)
    
    
  • Flexible spending accounts (FSA)
    
    
  • Medical, dental, and vision coverage
    
    
  
  
  
  
• Generous paid time off and bank holidays.
  
  
• Access to training and professional development programs.
  
  
• Sponsorship and support for obtaining professional certifications.
  
  
• A culture of collaboration, continuous improvement, and shared success.

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At First Western Trust, we're more than just a financial institution-we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what's right-always.

If that sounds like you, you'll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com.

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.