Investment Analyst

Diversify • Sandy, UT

9d • Onsite

About The Position

The Investment Analyst is a key role on the fast-growing Diversify Asset Management team, which provides institutional-quality, multi-asset-class investment solutions spanning equity, fixed income, and alternative investments.
The Investment Analyst will primarily support Portfolio Managers across several internally managed equity strategies. The position conducts forward-looking, company-specific research across all sectors, styles, and market capitalizations within U.S. equities, with some exposure to international markets. The role also involves due diligence and manager selection of third-party strategies. Over time, there may be opportunities to gain exposure to other asset classes and team functions.
This is an in-office position in our Sandy, Utah headquarters.

Requirements

• Strong quantitative and analytical skills with a genuine passion for investing and a natural drive to dig into business fundamentals.
• Exceptional communicator who can distill complex investment concepts into clear, accessible language.
• Detail-oriented self-starter with an ownership mentality and the ability to manage competing priorities.
• Collaborative mindset and a commitment to team success.

Nice To Haves

• Bachelor's degree in finance, economics, accounting, math, statistics, or a related field preferred.
• 1–3 years of experience in investment research or portfolio management required.
• Completion of or progress toward the Chartered Financial Analyst (CFA) designation strongly preferred.
• Advanced Excel and coding skills strongly preferred. High proficiency in Microsoft Office and investment platforms such as Morningstar, YCharts, FactSet, or Bloomberg preferred.

Responsibilities

• Conduct company-specific research using financial modeling, competitive assessment, and valuation work across a broad equity opportunity set.
• Research industry trends and secular themes to surface and recommend high-quality investment ideas.
• Drive initiatives to enhance team workflows, investment processes and monitoring, and analytical infrastructure.
• Communicate investment views through clear written reports and direct dialogue with Portfolio Managers.
• Perform due diligence and analysis on third-party investment managers.
• Contribute to strategy positioning and client-facing materials with concise analysis and insights.

Benefits

• Core Benefits: Medical with HSA and FSA options, dental, and vision.
• Prepare for Your Future: 401(k) with a generous company match.
• Great Team Culture: Tight-knit team where your contribution carries real weight.
• Generous Time Off: 4 weeks PTO, 12 paid holidays, and 2 paid volunteer days. We prioritize family, community impact, and genuine work-life balance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level