Investment Associate

Investment Associate

Location: Jackson, Wyoming (In-Office)

Job Type: Full-Time Non-Exempt

Salary: $30.29 - $39.38/HR *Actual offer will be based on experience, location, education, and/or skills*

Applications should be submitted for consideration no later 05/17/2025

You're a detail-oriented and organized professional who excels in a fast-paced, dynamic environment. You have a strong ability to manage multiple tasks and meet deadlines while maintaining a high standard of quality in your work. With a solid foundation in investment management, you can communicate confidently with clients and colleagues alike, all while contributing to team goals. You bring an eagerness to learn and grow in the financial services industry, taking initiative and being a reliable resource for your team.

If you enjoy supporting a team and developing lasting relationships with clients while managing critical investment tasks, this role is a fit for you.

As an Investment Associate at First Western, you will provide crucial support to our portfolio management and wealth teams, working to maintain and grow client relationships. This role involves a combination of administrative tasks and client-facing responsibilities, where you'll assist portfolio managers in managing client portfolios and supporting investment strategies. You will have the opportunity to help ensure clients receive exceptional service, address investment-related inquiries, and manage account maintenance.

If you're looking for a role that allows you to directly contribute to the success of your team while supporting the growth of client portfolios, this is your opportunity.

• Provide administrative and client service support to portfolio managers and investment teams.
  
  
• Assist in maintaining and reviewing client portfolios, including trade inputs, client money movements, and asset reviews.
  
  
• Serve as a backup point of contact for clients, ensuring client satisfaction and addressing inquiries.
  
  
• Respond proactively to portfolio-related requests and ensure the timely delivery of information.
  
  
• Support sales efforts, including preparing RFPs and sales materials for new opportunities.
  
  
• Collaborate with internal teams to streamline operational processes and enhance efficiency.

• Bachelor's degree in Business, Finance, or related field.
  
  
• 0-3 years of relevant experience preferred.
  
  
• Proficient in Microsoft Office Suite, especially Excel.
  
  
• Strong communication and teamwork skills.
  
  
• Excellent organizational and time management abilities.
  
  
• Detail-oriented with the ability to manage tasks independently.
  
  
• Experience with CRM systems preferred.
  
  
• Strong written and verbal communication skills.
  
  
• Ability to work with urgency and develop positive client relationships.
  
  
• Self-starter who can solve problems and make decisions independently.

• Competitive base salary: $30.29 - $39.38/HRplus strong bonus potential.
  
  
• 401(k) plan with employer match.
  
  
• Paid parking and transportation benefits.
  
  
• Comprehensive health and wellness benefits, including:
  
  
  
  
  • Health savings accounts (HSA)
    
    
  • Flexible spending accounts (FSA)
    
    
  • Medical, dental, and vision coverage
    
    
  
  
  
  
• Generous paid time off and bank holidays.
  
  
• Access to training and professional development programs.
  
  
• Sponsorship and support for obtaining professional certifications.
  
  
• A culture of collaboration, continuous improvement, and shared success.

At First Western Trust, we're more than just a financial institution-we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.

We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.

Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.

We expect our people to:

• Demand and reward excellence.
• Take action and responsibility.
• Collaborate, communicate openly, and give/receive feedback with trust.
• Go above and beyond to do what's right-always.

If that sounds like you, you'll fit right in.

Learn more at myfw.com or email Talent.Management@myfw.com.

First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.