Investment consultant Jobs in Salt Lake City, UT

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 is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

Zions Bancorporation is currently seeking a Fixed Income Trader and Investment Analyst with the following qualifications to join the downtown SLC team.

This position is part of the Corporate Investments & Liquidity Management Team within Zions Wealth Management. This division is mainly focused on institutional clients (corporations, municipalities, foundations, etc.). The ideal candidate will have both portfolio management experience and a broad understanding of money market instruments including commercial paper, corporate floating rate and fixed-rate bonds, municipal bonds, agencies and Treasuries. This position will focus on individual fixed income, but the ideal candidate will also be able to assist the broader investment team in the management of model investment portfolios consisting of stock, bond, and alternative mutual funds, ETFs, and SMAS. Our client base is spread out across the Western US, with substantial amount in Utah, so an understanding of the Utah Money Management Act, as well as other State investment Codes in other states is a plus.

Responsibilities :

• Responsible for managing assets within the specific parameters of the Investment Policy Guidelines for each account.
• Work with high profile relationships such as corporations, public entities, foundations, endowments and not-for-profit organizations.
• Monitor portfolios and analyze potential investment opportunities.
• Actively participates in the decision process for assigned accounts.
• Develops and executes trades consistent with investment strategy, portfolios' objectives and compliance constraints; manages liquidity to ensure funding needs are met.
• May participate in the Investment Committee.
• Works collaboratively with Portfolio Managers to coordinate investment strategy and generate investment ideas.
• Conducts economic and fundamental research and analysis; contributes to fixed income and model portfolio investment strategies
• Conduct due diligence on mutual funds, ETFs, and SMAs.
• Builds on existing relationships and may in some instances serve as a relationship manager and primary contact with clients.
• Assists in creating portfolio analysis and reporting for presentations with clients.
• May mentor other team members as appropriate.
• Interfaces with compliance and operations team to ensure effective back office, trade settlement and governance processes and procedures.
• Other duties as assigned.

Qualifications :

Education :

Located in the heart of downtown Salt Lake City, the Zions Bank Building serves as the headquarters of both Zions Bancorporation and Zions Bank. The building sits adjacent to City Creek Center, a world-class shopping and dining destination with more than 100 stores and restaurants. The Zions Bank Building stands tall among Salt Lake City's central business district, providing hundreds of team members with an exceptional work environment and features such as :