Investment Management Trainee

Jasper Valley Partners; Colorado Springs (CO); On-site; USD 35,000 - 46,000; Full time

Benefits offered by this job

Health insurance

Retirement plan (401k)

Professional development

Job summary

Jasper Valley Partners in Colorado Springs, CO, is seeking a Manager in Training for a full-time role with a salary range of $35,000 to $46,184 per year. You will assist with investment strategies, analyze market data, and support portfolio management in a collaborative team environment.

The position emphasizes learning and development, with opportunities for career growth. Bachelor’s degree in Finance or related field and 1–3 years of relevant experience are preferred, along with strong

Qualifications

• Bachelor's degree in Finance, Economics, or a related field.
• 1-3 years of experience in investment management, finance, or a related field.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.

Responsibilities

• Assist in managing client portfolios and overseeing investment strategies.
• Coordinate with portfolio managers and analysts to ensure smooth operations.
• Prepare reports and presentations for clients and stakeholders.
• Maintain accurate and up-to-date records of client information and transactions.
• Attend meetings and conferences to stay current with industry trends and best practices.

Skills

Analytical thinking

Communication skills

Attention to detail

Interpersonal skills

Education

Bachelor's degree in Finance, Economics, or related field

Tools

Microsoft Office Suite

Job description

Jasper Valley Partners in Colorado Springs, CO, is seeking a Manager in Training for a full-time role with a salary range of $35,000 to $46,184 per year. You will assist with investment strategies, analyze market data, and support portfolio management in a collaborative team environment.

The position emphasizes learning and development, with opportunities for career growth. Bachelor’s degree in Finance or related field and 1–3 years of relevant experience are preferred, along with strong