Top 17 Financial and Investment Analysts Jobs in Provo, UT

Junior Investment Analyst
Accuvest Global Advisors —Provo, UT
- From $100,000 a year
- Full-time
- Background check
- Office
- 3 years
- Profit sharing
- Health savings account
Quick Apply
8d
FP&A Analyst
Innovative Labs —Springville, UT
- Oracle
- CPA
- Office
- Paid parental leave
- Paid holidays
5d
[T&R] Financial Analyst
AMPLIFY GROUP LLC —Lehi, UT
- Full-time
- Remote
- Mid-level
- Finance
- Bachelor's degree
Quick Apply
Senior Financial Analyst - SaaS
NetDocuments —Lehi, UT
- $105,000 - $115,000 a year
- Email
- Hybrid work
- Microsoft PowerPoint
- Bachelor of Science
- 3 years
- Health savings account
- Paid holidays
Risk Analyst
Clicklease —Draper, UT
- Full-time
- Office
- Finance
- SQL
Quick Apply
7d
Credit Risk Analyst
UnitedHealth Group —Draper, UT
- $60,200 - $107,400 a year
- Full-time
- Writing skills
- Pass drug screening
- Mid-level
6d
Risk Analyst
Western Ag Credit —Spanish Fork, UT
- $57,283 - $85,681 a year
- Full-time
- Mid-level
- Organizational skills
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Senior Risk Analyst
Clicklease —Draper, UT
- Full-time
- English
- Mid-level
- Office
Quick Apply
8d
Credit Analyst/Senior Credit Analyst
Western Ag Credit —Spanish Fork, UT
- Full-time
- Bachelor of Science
- Mid-level
- Analysis skills
Quick Apply
Enterprise Risk Management Analyst (Hybrid)
Progressive Leasing —Draper, UT
- Full-time
- Mid-level
- Bachelor's degree
- In-person
- Paid holidays
- Health insurance
Construction Surety Underwriter / Financial Analyst (Associate Account Executive)
The Travelers Companies, Inc. —Salt Lake City, UT
- $70,400 - $116,200 a year
- Hybrid work
- Mid-level
- Bachelor's degree
- Children
- Wellness program
- Paid holidays

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B.O.S.S. Retirement Solutions —Lehi, UT
Interactions will largely be remote through telephone and electronic communications for sales and servicing. You will also be traveling between 7 offices along…
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Grants Analyst
Housing Connect —Salt Lake City, UT
A criminal background, drug screen, driving and credit check must be completed before hire. Bachelor’s degree in Accounting, Finance, Business Administration,…
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Analyst, FP&A
CVS Health —Columbus, OH
Conducts detailed financial analysis, including variance analysis, trend analysis, and financial performance evaluation.
$43,888 - $102,081 a year
12d
Investment Analyst, Enterprise Portfolio Management
Nationwide —Columbus, OH
Education: Bachelor’s degree in finance, economics, or a related field. Actively engage and debate how such changes create risks that could impact future…
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Financial and Investment Analysts jobs near Provo, UT

Junior Investment Analyst

Accuvest Global Advisors
Provo, UT

Quick Apply

Job Details

Full-time
From $100,000 a year
8 days ago

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
Flexible spending account
Paid time off
401(k) 4% Match
Parental leave
Vision insurance
401(k) matching

Qualifications

Asset management
Macroeconomics specialization
Dashboard development
Financial model construction
Financial model development
Investment management software
AI tools proficiency
Bloomberg
Finance
Bachelor's degree
Quantitative analysis
Company valuation
Financial data analysis tools
Equity research
ChatGPT

Full Job Description

Accuvest Global Advisors was founded in 2005 and has served a global client base for over 20 years, helping Institutions, Financial Advisors and High Net-Worth clients carefully navigate increasingly complex global markets. The investment team has over 30 years of experience and has been working together for more than a decade.

Accuvest is owned by Mosaic (MIG), a trusted partner to wealth managers and financial advisors, bringing over 40 years of expertise in private banking, capital markets, insurance, and corporate services. In aggregate, MIG, has over $1 Billion in platform assets across multiple jurisdictions, offering a comprehensive suite of financial products and services for clients directly and through our global Advisory partners.

With a deep understanding of the unique needs of High Net-Worth (HNW) clients, Mosaic & Accuvest have spent decades fostering strong relationships and delivering meaningful counsel to both clients and their advisors. We are dedicated to empowering advisors, providing them with the tools, insights, and resources needed to thrive in a competitive landscape. With a legacy built on exceptional service and a client-centric approach, Mosaic continues to be a leading force in supporting advisors who seek to offer superior value to their clientele.

Role Mission

The mission of the Junior Investment Analyst is to support the CIO and investment team by producing rigorous, well-documented investment research, portfolio analytics, and monitoring insights that enhance the quality, consistency, and decision-readiness of Accuvest’s investment strategies, with particular emphasis on the Alpha Brands equity portfolios.

Role Scope & Governance

This is a junior, supporting investment role. The Junior Investment Analyst is responsible for preparing research, analysis, models, and proposed recommendations for supervisory review. Final investment decisions, including portfolio allocations, security selection, trade implementation, and model changes, remain the responsibility of the CIO, and the Investment Committee in accordance with Accuvest governance and compliance standards.

Key Responsibilities

Investment Research & Analysis:

· Conduct ETF and mutual fund research (objectives, structures, methodologies, factor exposures, holdings, and risk characteristics).

· Assist in fundamental equity research focused on business models, competitive advantages, financial quality, cash-flow generation, and valuation.

· Perform macroeconomic, thematic, and sector research to support portfolio positioning and risk assessment.

· Monitor market, sector, and company-specific developments relevant to existing or prospective holdings and summarize implications.

Portfolio & Model Support (Non-Discretionary):

· Prepare portfolio performance, attribution, exposure, and risk analytics for regular investment reviews.

· In conjunction with the Investment Team, maintain and enhance macro risk dashboard.

· Support portfolio rebalance and allocation discussions by preparing scenarios, stress tests, and trade rationale materials.

· Maintain research inputs, monitoring dashboards & watchlists in Koyfin, and documentation underlying equity and fixed income model portfolios.

· Prepare draft model updates and documentation for review and approval by senior investment leadership.

Alpha Brands Strategy Support:

· Support security screening and ongoing monitoring for Alpha Brands equity strategies.

· Evaluate companies through the Alpha Brands framework, focusing on global household consumption, brand strength, and capital efficiency.

· Maintain and continuously improve internal Alpha Brands research files, screening tools, and documentation standards.

· Create & maintain ongoing consumer spending datapoints via the creation of a consumer spending dashboard, that helps inform stock selection.

Qualifications

Required:

· Bachelor’s degree in Finance, Economics, Business, or a related discipline.

· Strong interest in investment management and capital markets.

· Sound understanding of equities, fixed income, ETFs, and valuation concepts.

· Strong analytical, quantitative, and Excel modeling skills.

· Comfort leveraging AI tools (e.g., Copilot, ChatGPT) responsibly to improve productivity.

· Proficiency using Bloomberg terminal for all Accuvest portfolios.

Preferred:

· 3–5 years of experience in investment research, asset management, or wealth management.

· Experience with portfolio analytics, factor investing, or macro research frameworks.

· Demonstrated use of AI tools in financial analysis or research workflows.

Onboarding & Development

The Junior Investment Analyst participates in Accuvest’s structured 90-day onboarding and integration program, including role-specific training, shadowing, defined early deliverables, and formal 30/60/90-day performance check-ins.

Benefits

100% paid health care for you and your family

401k matching up to 4%

Performance bonus up to 15%

Potential additional profit sharing bonus

PTO

Stock market holidays

Maternity and paternity Leave

Pay: From $100,000.00 per year

Benefits:

401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Education:

Bachelor's (Required)

Experience:

Investment research: 3 years (Preferred)
Asset management: 3 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

Financial and Investment Analysts jobs in Provo, UT

Junior Investment Analyst

FP&A Analyst

[T&R] Financial Analyst

Senior Financial Analyst - SaaS

Risk Analyst

Credit Risk Analyst

Risk Analyst

Senior Risk Analyst

Credit Analyst/Senior Credit Analyst

Enterprise Risk Management Analyst (Hybrid)

Construction Surety Underwriter / Financial Analyst (Associate Account Executive)

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