Investment Analyst
DiversifySandy, Utah, United States
Posted February 9, 2026
Full Time
About the Company
Diversify Advisor Network was founded by seasoned advisors and industry leaders to bring institutional-grade resources to independent wealth management without sacrificing the personal attention that defines a true partnership.
Job Description
We are seeking an Investment Analyst to support our Portfolio Managers across several internally managed equity strategies. The role involves conducting forward-looking company-specific research, due diligence, and manager selection of third-party strategies. This is an in-office position in our Sandy, Utah headquarters.
Requirements
- Bachelor's degree in finance, economics, accounting, math, statistics, or a related field
- 1-3 years of experience in investment research or portfolio management
- Completion of or progress toward the Chartered Financial Analyst (CFA) designation
- Advanced Excel and coding skills
- High proficiency in Microsoft Office and investment platforms such as Morningstar, YCharts, FactSet, or Bloomberg
Benefits
- Medical with HSA and FSA options
- Dental
- Vision
- 401(k) with a generous company match
- 4 weeks PTO
- 12 paid holidays
- 2 paid volunteer days
