Please apply here: Careers
Summary:
Purpose Driven Wealth is a top performing wealth management practice serving clients in Northern Colorado and Southern Wyoming.
For this role, the investment analyst’s main responsibilities include answering investment-related inquiries, assisting with our model portfolio research efforts, and providing back-up trading support. We are looking for someone who is hungry, humble, smart, and who wants to learn, grow, and influence others. A successful investment analyst must be willing to learn how and why we manage money the way we do. While the learning is never done, once the basics are mastered the investment analyst is expected to grow alongside the role by innovating existing products/processes and coming up with new ideas. Ultimately to be effective the ideal candidate must enjoy having the creative freedom to solve the myriads of problems faced on a day-to-day basis.
The role of Investment Analyst is employed by Purpose Driven Wealth and will report to Clint Jasperson, Wealth Advisor, the Financial Advisor and Lotem Sella, Director of Investment Operations
This role is full-time and fully in-office out of Loveland, CO.
Hours: 8am to 5pm, Monay - Friday
Compensation: $100K to $130K based on licensing and experience. Bonus opportunities available.
Benefits package: Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays.
Job Description:
Responsibilities
- An investment research position that supports and reports to the Director of Investment Operations.
- Produce portfolio analysis for current and prospective clients.
- Assist in fund manager and model portfolio research.
- Respond to advisor questions related to market and economic trends.
- Research and responds to client inquiries.
- Provide fund values and answer securities product related questions.
- Help to gather and input client data into various systems.
- Provides back-up trade support for brokerage accounts
- Set up and retrieve reports in the portfolio management system.
- Assist in generating performance reports.
Qualifications
- 2–5 years of experience in investment research, operations, or portfolio analytics
- Fully licensed (e.g., Series 7/66 or obtained within first 90 days of hire); CFA designation or candidacy is valued but not a prerequisite
- Bachelor’s Degree
- Demonstrated understanding of how economic factors impact markets and portfolio positioning
- Proficient in Excel and VBA; familiarity with Python or other automation tools is valued but not a prerequisite
- Strong written and verbal communication skills for advisor support and presentations
- Comfortable balancing internal tool maintenance with advisor-facing research work
- Strong attention to detail
- Willingness to learn new things and take on new tasks.
- Strong organizational and prioritization skills
Competencies
- Planning/Organizing
- Customer Focus
- Communication
- Interpersonal Skills
- Teamwork and Collaboration
- Adaptability/Flexibility
External/Internal Dependencies
- Must be able to work with all roles of Purpose Driven Wealth
- Must be able to represent the organization in work with external clients
- Must be able to cultivate and maintain relationships with outside organizations
As part of Purpose Driven Wealth's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
