Find & Apply For Financial Analyst Jobs in Lehi, Utah

Drive Wealth Advisers is a growing, research-focused Registered Investment Adviser seeking an Investment Analyst I , Trading & Operations, to support portfolio implementation and operational integrity across client accounts. This role sits at the intersection of trading, performance reporting, and investment analytics

• ensuring our clients' portfolios are executed and reported with accuracy and precision.

The ideal candidate is detail-oriented, thrives in a fast-paced environment, and wants hands-on exposure to the investment decision-making process. This is an entry-level position designed to provide a strong foundation in trading and investment operations, with clear opportunities for advancement as the firm continues to grow.

Key Responsibilities:

•

Trade Execution & Portfolio Implementation:

Execute trades across client accounts in alignment with portfolio strategy and compliance standards, gaining hands-on experience with multiple asset classes, including:

Equities:

Execute and allocate equity trades across client portfolios; monitor execution quality and market activity.

Fixed Income:

Assist in the trading and settlement of municipal and corporate bonds, tracking pricing and yield data.

Structured Notes:

Support trade setup, tracking, and post-trade review for structured products, ensuring accurate documentation and performance capture.

Alternative Investments:

Coordinate subscription, capital call, and reporting processes for private equity, private credit, real estate, hedge fund, infrastructure and natural resource investments.

• Account Reconciliation & Data Integrity:

  Perform daily reconciliations of accounts, holdings, and transactions across custodians and internal systems, promptly resolving discrepancies.

• Performance Reporting:

  Maintain accurate performance data and support quarterly reporting; verify that portfolio performance reflects all transactions and market movements.

• Compliance & Documentation:

  Maintain trade records, confirmations, and operational logs in accordance with firm and regulatory standards.

•

Investment Committee Participation:

Attend Investment Committee meetings as an observer to gain direct exposure to the firm's underwriting, due diligence, and portfolio decision-making process.

Qualifications :

Bachelor's degree in Finance, Economics, Accounting, or a related discipline Some experience in investment operations, trading, or performance reporting preferred Strong analytical skills and attention to detail, with proficiency in Microsoft Excel and portfolio management systems Excellent organizational and communication skills, with the ability to work collaboratively in a fast-paced environment Demonstrated interest in fixed income, structured products, and alternative investments Progress toward a CFA or CAIA designation is a plus Familiarity with the following systems: Addepar, Bloomberg, Custodians (Fidelity & Schwab), Eclipse, Google Suite & Microsoft Office Suite, Orion, Salesforce, Claude Drive Wealth Advisers was named to MountainWest Capital Network's Utah 100 list of the state's fastest-growing companies in 2025 and 2026. This role offers a candidate with a foundation in finance and trading operations a direct path to advancement within the firm as it continues to grow. Base salary : $55-70k, with potential increases as you progress to an Investment Analyst

II & III

Bonus potential : 5-10% of base, tied to firm or individual performance

Job Type :

Full-time Benefits:

401(k) with employer match, health/dental/vision insurance (50% subsidized for full family coverage), paid time off

Schedule:

Monday-Friday Location:

Lehi, UT (on-site role)

Job Type:

Full-time Pay:

$55,000.00

• $70,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Work Location:

In person