Talent.com
Investment Analyst II

Investment Analyst II

First WesternDenver, CO, United States
3 days ago
Job type
  • Full-time
Job description

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 11 / 19 / 2025.

Who We're Looking For

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.

About the Role

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.

What You'll Do

  • 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.
  • What We Offer

  • 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.
  • Who We Are

    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.

    Equal Opportunity Employer

    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.

    Region A Pay Range

    Pay Range

    $71,000-$107,000 USD

    Create a job alert for this search

    Investment Analyst • Denver, CO, United States

    Related jobs
    • Promoted
    Financial Analyst II - Corp FP&A

    Financial Analyst II - Corp FP&A

    Denver StaffingDenver, CO, US
    Full-time
    Financial Analyst II - Corp FP&A.Advanced Energy (Nasdaq : AEIS) is a global leader in the design and manufacturing of highly engineered, precision power conversion, measurement and control solution...Show moreLast updated: 1 day ago
    • Promoted
    Research Investment Analyst

    Research Investment Analyst

    UDRLittleton, CO, United States
    Full-time
    Research Investment Analyst to join our team at our corporate office in Highlands Ranch.Provide analytical support for UDR's investment strategy and market intelligence initiatives.Upkeep and enhan...Show moreLast updated: 27 days ago
    • Promoted
    Senior Analyst, Commercial Investments, NA

    Senior Analyst, Commercial Investments, NA

    Vantage Data CentersDenver, CO, United States
    Full-time
    Vantage Data Centers powers, cools, protects and connects the technology of the world's well-known hyperscalers, cloud providers and large enterprises. Developing and operating across North America,...Show moreLast updated: 30+ days ago
    • Promoted
    Program Financial Analyst III

    Program Financial Analyst III

    Colorado StaffingLone Tree, CO, US
    Full-time
    Are you looking for an opportunity to deepen your finance skills in a meaningful work environment that supports and protects explorers and heroes? Join our team! As a Program Financial Analyst III,...Show moreLast updated: 1 day ago
    • Promoted
    Financial Analyst III

    Financial Analyst III

    Lockheed Martin CorporationEnglewood, CO, United States
    Full-time
    Space is a critical domain, connecting our technologies, our security and our humanity.While others view space as a destination, we see it as a realm of possibilities, where we can do more— we can ...Show moreLast updated: 23 hours ago
    • Promoted
    Financial Analyst II

    Financial Analyst II

    Air MethodsGreenwood Village, CO, United States
    Full-time
    Responsible for preparing financial reports and research, while supporting the business by providing analysis and insight in such areas as financial and expense performance, forecasting, growth ini...Show moreLast updated: 3 days ago
    • Promoted
    Accounting Analyst II

    Accounting Analyst II

    LanceSoftDenver, CO, US
    Full-time
    Prepare mutual fund shareholder annual and semi-annual reports.Prepares, edits, and maintains all financial reporting schedules such as Fund Financial Statement, Schedule of Investment and Tailored...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Analyst III

    Financial Analyst III

    Arrow ElectronicsGreenwood Village, CO, United States
    Full-time
    We are seeking an Accounting and Finance professional to work in our Englewood, CO office of Arrow Electronics with experience in P&L and balance sheet management. This role will support the Corpora...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Principal Financial Analyst - OCI Infrastructure

    Principal Financial Analyst - OCI Infrastructure

    Denver StaffingDenver, CO, US
    Full-time
    Principal Finance AnalystGPU Strategic Deals.As a key member of our Infrastructure Finance team, the Principal Finance AnalystGPU Strategic Deals will lead financial support for new and highly comp...Show moreLast updated: 16 hours ago
    • Promoted
    Investment Ops Analyst

    Investment Ops Analyst

    Four Mile CapitalLouisville, Colorado, United States
    Full-time
    The Investment Ops Analyst (“Employee”) will be responsible for transaction administration, investment research & analysis, and executive support for Four Mile Capital (“FMC”), for FMC’s sister com...Show moreLast updated: 30+ days ago
    • Promoted
    FSM Capital Planning Investment Controls Analyst II - CO

    FSM Capital Planning Investment Controls Analyst II - CO

    ProSidian ConsultingBoulder, CO, US
    Full-time
    FSM Capital Planning Investment Controls Analyst II - CO.ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on...Show moreLast updated: 8 days ago
    • Promoted
    Investor Relations Analyst II

    Investor Relations Analyst II

    Sierra Space CorporationLouisville, CO, United States
    Permanent
    Sierra Space Careers : Dare to Dream.We honor those that are not afraid to dream big dreams, those that tenaciously chase their dreams even when others say it cannot be done, those that achieve big ...Show moreLast updated: 3 days ago
    • Promoted
    Strategic Financial Analyst- Investment Banking and PE Background

    Strategic Financial Analyst- Investment Banking and PE Background

    JobotEnglewood, Colorado, US
    Full-time
    Bonus, Fully Paid For Benefits / Unlimited PTO.Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV. This Jobot Job is hosted by : Sheldon...Show moreLast updated: 30+ days ago
    • Promoted
    Equity Analyst

    Equity Analyst

    Salas O'BrienDenver, CO, US
    Full-time
    Salas O'Brien is an employee-owned engineering and professional services firm focused on achieving impact for our clients, our team, and the world. We know that tomorrow's requirements are today's o...Show moreLast updated: 1 day ago
    • Promoted
    Risk Analyst II

    Risk Analyst II

    Colorado StaffingDenver, CO, US
    Full-time
    Hi, I'm Martha Garces, your Recruiter and guide to joining CSG! We are excited to learn more about you and your unique background. Risk Management Analysts are tasked with individual account evaluat...Show moreLast updated: 1 day ago
    • Promoted
    Investment Analyst II

    Investment Analyst II

    First WesternDenver, CO, US
    Full-time
    YR •Actual offer will be based on experience, location, education, and / or skills •.Applications should be submitted for consideration no later 11 / 19 / 2025. You're a detail-driven investment profes...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Analyst II

    Financial Analyst II

    EchoStarEnglewood, CO, United States
    Full-time
    EchoStar is reimagining the future of connectivity.Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans an...Show moreLast updated: 3 days ago
    • Promoted
    IAS Sr. Investment Consultant

    IAS Sr. Investment Consultant

    Denver StaffingDenver, CO, US
    Full-time
    Location : 101 University - Denver, Colorado 80206.Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences.Maintains a ...Show moreLast updated: 1 day ago