Associate Investment Manager | Salt Lake City, Utah

Reference Number: HRJ7148
Location: Salt Lake City, Utah

Judson Group has partnered with a highly regarded wealth management firm in the search for an Associate Investment Manager. This role is part of a team responsible for investment management and is specifically focused on trading, manager due diligence, and general investment team support. Prior experience trading is particularly important. This is a privately-held firm that has experienced tremendous growth. The team is very collaborative and building a family atmosphere that rewards employees is very important to them.


  • Oversee investment related analyst efforts.
  • Attend client meetings and ensure action items are followed up.
  • Administer risk tolerance questionnaire.
  • Oversee private investment portfolio template.
  • Oversee new client investment onboarding.
  • Manage investment policy statements and transition plans.
  • Assist in trading of portfolios and drafting tactical trade summaries.
  • Responsible for private investment due diligence.
  • Partake in portfolio management tasks including trading, gain/loss analysis, and supporting the investment team in research.
  • Assist with Investment Committee minutes and material preparation.


  • BA/BS degree required; advanced degree/CFA preferred.
  • 5+ years’ experience with emphasis on liquid portfolio management, trading, and private investment due diligence.
  • Proficiency in capital markets.
  • Must be a team player.
  • Must exhibit proactive ownership of tasks.
  • Strong communication and presentation skills.
  • Experience with Morningstar Direct, BlackDiamond, Excel, and Wealthscape.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation & Benefits:
Competitive compensation, bonus, and benefits package.

Salt Lake City, Utah

Reference Number: HRJ7148