Skip to main content

Job Opportunities

Investment Associate at Soltis Needed

Job Description

The Investment Associate will be an important member of the internal investments team at Soltis. The Investment Associate should have a strong interest in financial markets and investments. The Associate will work closely with the Chief Investment Officer, Director of Investment Research, and Senior Investment Associate. 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