The Associate will have a range of duties including the following:
- Preparation of economic and market reporting
- Investment analysis and reporting
- Monitor firm’s individual stocks and bonds
- Resource on investments to advisors
- Preparation of Investment Committee and Asset Allocation Committee reports
Qualifications:
- Strong interest in financial markets, investments, and economics
- Undergraduate degree or in last year of degree in Finance, Economics, Political Science (Political Economy Interest), or Business
- Familiarity and experience using Excel for statistical or financial analysis
- Self-starter and problem solver that can work independently on projects
- Interest in pursuing CFA designation is a plus
Type:
Full-Time, willing to do Part-Time for student in last year of degree
Location:
Soltis' Downtown Salt Lake City Office
Anyone who is interested can send their resume to ammon@soltisadvisors.com