Investment Analyst

About Us:

Diversify Advisor Network was founded by seasoned advisors and industry leaders to bring institutional-grade resources to independent wealth management without sacrificing the personal attention that defines a true partnership. We cultivate a family-like culture and an institutional platform that enables Advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve their clients effectively. Learn more at www.diversify.com and www.joindiversify.com.

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.

Qualifications:

• Bachelor's degree in finance, economics, accounting, math, statistics, or a related field preferred.
• 1 to 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.

What We're Looking For:

• 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.

Diversify 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. 

Join Us!

Apply now for Diversify’s Investment Analyst position.

We demonstrate and act with complete and unconditional honesty and adhering to principles of sound ethics. After accepting an offer of employment, all candidates will go through a pre-employment background check, credit check, and pre-employment drug screen. Diversify Advisor Network is An Equal Opportunity Employer--M/F/D/V