Investment Operations Analyst II at First Western Financial, Inc. in Denver, Colorado

Posted in Other 9 days ago.





Job Description:

About First Western Trust.

First Western's mission is to be the best private bank for the western wealth management client. We believe that each of our clients shares our entrepreneurial spirit and values our sophisticated, high-touch wealth management services that are tailored to meet their specific needs. We provide a trusted adviser platform with an established approach to investment management through a branded network of boutique private trust bank offices located across Colorado, Arizona, Wyoming and California.

Headquartered in Denver, Colorado, we provide a fully integrated suite of wealth management services on a private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning and investment management products and services.

You can find us trading on the NASDAQ Global Select Market under the symbol "MYFW."

Your Potential at First Western Trust

Are you looking for a career in Trust Operations? Do you enjoy solving problems and working through challenges? Do you have a passion for analyzing financial data and providing value through recommendations? Do you want to be part of a culture of growth?

Great! If you are ready to join a growing team within our Trust Operations team apply now! We are looking for highly motivated, detail oriented, self-starters for a great career opportunity.

Pay Range: $27.89 - $31.50/hour, based on experience
Full Salary Range: $27.89 - $36.25/hour
Classification: Full time, Non-Exempt
Application Close Date: August 21, 2021, subject to change at the discretion of First Western's Talent Management team

Job Responsibilities:


  • Perform daily operational duties as related to account reconciliation process, trade settlement issues, etc.

  • Maintain portfolio and trust accounting systems to ensure accurate security information, pricing, cost basis and account valuation

  • Back up for equity and fixed income trading work flow and assist with trade execution and settlement in a multi-custodial environment

  • Back up for trading requests for multiple locations and multiple portfolio managers.

  • Assist with process improvements and implementation within our current portfolio and trust accounting systems

  • Manage data related to outside manager and products on investment platform

  • Independently prioritizes tasks in order to meet deadlines and ensure consistent adherence to established SLAs

  • Maintain current knowledge of and comply with all applicable laws and regulations, policies and procedures

  • Handles corporate actions and tender offers

  • Assists in portfolio performance and portfolio reporting

  • Interface daily with client facing staff, custodians and third party providers

  • Participate in the completion of special projects

  • Embrace and adhere to First Western's Core Values

  • Know and comply with all Company policies set forth on the Company's Intranet;

  • Review Associate Handbook and Company Policies annually, as prescribed by Human Capital;

  • Complete and Comply with the Companies Code of Ethics and Conflict of Interest Questionnaire and Policy Acknowledgement;

  • Complete all assigned training on time.


Required Skills & Experience:


  • Bachelor's degree in Finance or other related degree

  • 3-5years of experience in financial services/investment management with a focus on operations and use of Advent products.

  • Experience with Advent , Moxy/FIX, and Advent utilities or other investment accounting software, experience with trust accounting software, and proficiency in Microsoft Excel and Word

  • Excellent quantitative skills with high attention to detail, strong written and oral communication skills, strong problem solving skills, team-oriented

  • Proven ability to multi-task, follow-up, and follow-through

Looking to take your career to the next level? First Western is not only offering a competitive salary to start and full health (dental, vision) benefits, but also the following:

- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Paid Time-Off + Bank Holidays

Ready to Apply? Please submit your resume and cover letter and answer the questions below. A member from our Talent Acquisition team will be in touch with you shortly should they determine your qualifications are fit for the role.

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

First Western will accommodate applicants with disabilities who need help applying for a position. Contact TalentManagement@myfw.com for assistance.


First Western Financial, Inc. is committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our associates. Equal Opportunity Employer including disabilities / vets.