Investment Oversight Analyst
$23 per hourStrategic Staffing Solutions
Investment Oversight Operations Analyst Location: Salt Lake City, UT Pay Rate: $23/hour Position Overview Seeking a detail-oriented Investment Oversight Operations Analyst to support investment operations, risk monitoring, reporting, and client-related activities within Asset & Wealth Management. The ideal candidate will have strong Excel and analytical skills , excellent attention to detail, and the ability to collaborate across Operations, Trading, Risk, and other investment teams. Key Responsibilities Support day-to-day investment oversight and operational activities , including account and transaction monitoring. Prepare accurate client, portfolio, and operational reports and customized materials. Analyze data and maintain risk, exposure, limit, and control reporting . Build and maintain Excel-based reports, dashboards, and analytical tools. Partner with Trading, Risk, Operations, and Product teams to resolve issues and improve workflows. Assist with risk management and control processes to ensure compliance with established guidelines. Identify operational issues and provide practical, data-driven solutions. Manage multiple priorities and meet tight deadlines while maintaining a high degree of accuracy. Qualifications 1–5 years of professional experience preferred. Advanced or highly proficient Excel skills. Strong analytical, quantitative, communication, and interpersonal skills. Exceptional attention to detail and ability to produce accurate reporting. Collaborative, self-motivated, and comfortable working across multiple teams. Previous Operations, Investment Management, or Financial Services experience preferred. Exposure to risk management, controls, portfolio monitoring, or investment operations is highly desirable. Experience with Bloomberg, Python, and/or Tableau is a plus. CFA designation or progress toward the CFA is a plus. Key Skills: Investment Operations | Advanced Excel | Risk & Controls | Portfolio Monitoring | Financial Services | Reporting & Analytics | Bloomberg | Tableau | Python #J-18808-Ljbffr Strategic Staffing Solutions
- Strategic Staffing Solutions in Salt Lake City seeks an Investment Oversight Operations Analyst to support investment operations, risk monitoring, reporting, and client-related activities. The role emphasizes advanced Excel and analytical skills and collaboration across...Suggested
- Russell Tobin is seeking an AWM - Operations - XIG Investment Oversight Analyst to support their financial services clients in Salt Lake City, UT. The ideal candidate will possess a Bachelor's degree and 1-5 years of relevant experience, demonstrating strong analytical...Suggested
$68k - $110k
...Investment Portfolio AnalystThe Investment Portfolio Analyst supports the day-to-day management, analysis, and reporting of the Bank's investment securities portfolio (primarily fixed income securities) under the direction of the Investment Portfolio Manager. The role...SuggestedColumbia Bank (WA, OR & ID)
Salt Lake City, UT9 hours ago- ...requiring this person to work at our Cottonwood Heights office in SLC, Monday - Friday *_ We are currently hiring for an Investments Analyst at our corporate offices located in Salt Lake City, Utah. In this role, you will work directly with the Real Estate Department...SuggestedFull timeContract workTemporary workCurrently hiringWork at officeMonday to FridayFlexible hours
Extra Space
Salt Lake City, UT1 day ago $68k - $110k
...About the Role: The Investment Portfolio Analyst supports the day-to-day management, analysis, and reporting of the Bank’s investment securities portfolio (primarily fixed income securities) under the direction of the Investment Portfolio Manager. The role focuses...SuggestedColumbia Banking System, Inc.
Salt Lake City, UT2 days ago- YOUR IMPACTThe Strategic and Quantitative Asset Allocation team (SQAA) in the Investment Strategy Group is seeking an Analyst to work on the Systematic Wealth Transfer strategy, which helps Private Wealth Management’s high-net-worth clients with efficient wealth transfer...
$85k - $115k
Laguna Point Properties acquires, operates and repositions multifamily properties. We manage the full lifecycle of our investments: sourcing and underwriting, overseeing performance through ownership, and executing dispositions, refinances and recapitalizations, while keeping...Price workWork at officeLocal area$51.73 - $79.87 per hour
...Key Bank Tower Full time R180025 Job Description: Intermountain Health is seeking a Senior Investment Analyst to join its Private Markets team. The Investment Team manages over $26 billion in assets across multiple portfolios with distinct investment objectives, risk...Hourly payFull timeRemote workShift workIntermountain Health
Salt Lake City, UT9 hours ago- Overview Duration: 06+ Months with possible extensions Location: Salt Lake City, UT 84101 "ONLY LOOKING FOR SALT LAKE CITY, UT LOCAL CANDIDATES" Required Qualifications Bachelor's degree required Proven analytical skills, problem solving ability, and a control mentality...Local areaFlexible hours
- Laguna Point Properties is seeking a motivated analyst to support the Director of Investments and Capital Markets across underwriting, transactions, valuation and investor reporting. You will own portfolio analytics and pricing work, with roughly 60% investments and capital...Price work
- YOUR IMPACT The Strategic and Quantitative Asset Allocation team (SQAA) in the Investment Strategy Group is seeking an Analyst to work on the Systematic Wealth Transfer strategy, which helps Private Wealth Management's high-net-worth clients with efficient wealth transfer...
- Bridge Homes is looking for a Real Estate Analyst to support our investment team in Salt Lake City. This role focuses on Opportunity Zone and mixed-use investments, providing exposure to the investment lifecycle. Key responsibilities include conducting market research,...
$84.2k - $113.9k
...s dedicated team of Strategic Financial Analyst is living our mission to make health care... ...support such as cost-benefit, return on investment and capital resource analysis for new... ...efforts; provides financial governance and oversight – all in service of creating a person-...Work at officeImmediate startWork from homeFlexible hours3 days per weekCambia Health Solutions
Salt Lake City, UT4 days ago$60k - $68k
...Join to apply for the Financial Analyst 1 role at Kum & Go Join to apply for the Financial Analyst 1 role at Kum & Go Want to help build... ...operating independently without the need for continuous oversight or direction Proven ability to effectively prioritize and balance...Contract workShift workKum & Go
Salt Lake City, UT20 hours ago- Ellenco Estágios e Treinamentos is looking for an Analyst in Salt Lake City, Utah. This role involves strategy, financial analysis, and in-depth market research, focusing on evaluating asset performance and running portfolio optimization analytics. The ideal candidate should...
- ...Financial Analysts Job Summary The Financial Analyst provides comprehensive financial oversight and support for academic units and departmental operations in the John and Marcia Price College of Engineering. This role is responsible for budget development, monitoring,...Work experience placement
University of Utah
Salt Lake City, UT20 hours ago - ...Work 2021, 2022, 2023, 2024, 2025 and 2026. Program Financial Analyst / Tool SME (Deltek Cobra, Oracle, and/or Microsoft tool-sets)... ...Position will require client travel at least 25% of the time. Oversight of program Earned Value Management Systems (EVMS) for tracking...Immediate start
ClearPlan LLC
Salt Lake City, UT20 hours ago $101.2k - $136.9k
...dedicated team of Senior Strategic Financial Analyst is living our mission to make health... ...support such as cost-benefit, return on investment and capital resource analysis for new... ...efforts; provides financial governance and oversight – all in service of creating a person-...Work at officeImmediate startWork from homeFlexible hours3 days per weekCambia Health Solutions
Salt Lake City, UT2 days ago$130.9k - $154k
...efficiency and make informed trade offs As a Senior Financial Analyst on the FP&A team, you'll serve as the financial partner to... ...workstreams. ~ Utilizes generative AI responsibly, maintaining human oversight to deliver business-ready outputs and drive measurable...Local areaCoinbase
Salt Lake City, UT3 days ago- Intermountain Health is seeking a Senior Investment Analyst to join its Private Markets team in Salt Lake City. The role covers manager sourcing, due diligence, underwriting, portfolio construction, and performance monitoring across private equity, credit, real assets,...
- ...environment that is respectful and inclusive for everyone.As a Security Analyst at Lucid Software, you will protect our corporate assets, world... ...to manage tasks independently and meet deadlines with minimal oversight on daily routines.Excellent verbal and written skills;...Remote work
- ...Sr. Financial Planner & AnalystThe Sr. Financial Planner & Analyst will provide analysis of results, advice and leadership regarding... ...objectives with the primary focus of supporting the financial oversight of the Salt Lake City, UT facility. In addition, the position is...Work at officeLocal areaRemote work
Albany International
Salt Lake City, UT20 hours ago $168k - $240k
...Compensation and BenefitsSlalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly...Temporary workWork at officeLocal areaImmediate start- Deckers Brands is seeking a Financial Analyst for Global Brand Finance focusing on UGG and HOKA. You will partner with marketing, merchandising... ...planning, model ROI, and translate strategic decisions into financial implications, with senior finance oversight. #J-18808-Ljbffr UGGRemote job
$65k - $85k
...Portfolio Analyst Altius Search Group is recruiting for a growing financial services company seeking a Portfolio Analyst to evaluate portfolio performance, identify emerging risks, and support sound credit and portfolio management decisions. This position will analyze...Altius Search Group
Salt Lake City, UT1 day ago- ClearPlan is seeking a Program Financial Analyst / Tool SME to lead EVMS oversight for defense programs, including cost performance, EACs, and CPR formats. The role requires 25% client travel and entails working with Deltek Cobra, Oracle, and Microsoft toolsets to support...Work at office
$84.2k - $113.9k
Strategic Financial Analyst Hybrid role (3 days/week in office) at our Portland, Medford... ...support such as cost-benefit, return on investment and capital resource analysis for new business... ...; provides financial governance and oversight - all in service of creating a person-...Work at officeImmediate startWork from homeFlexible hours3 days per week- ...Collaborate closely with Strategic Partnerships, Legal, Compliance, Finance, Operations, and Technology teams to support partner oversight and risk management. Assist in the development and enhancement of counterparty risk monitoring frameworks, policies, and procedures...
First Electronic Bank
Salt Lake City, UT4 days ago - Albany International Corp. in Salt Lake City seeks a Financial Planner & Analyst to support financial oversight of the facility and drive a high-performance culture emphasizing empowerment, quality and high productivity standards. You will prepare P&L forecasts, analyze...Local area
- Russell Tobin is seeking an AWM - Operations - XIG Investment Oversight Analyst to support one of our leading financial services clients in Salt Lake City, UT . This is an excellent opportunity for professionals looking to grow their career in investment operations and...
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