Exponent Wealth is a boutique multi-family office focused on serving high net worth individuals and families. We lean into sophisticated investments and comprehensive advice to drive value for our clients.
This is a full-time, on-site role for a Senior Analyst based in Utah County. The Senior Analyst will be responsible for both investment functions and advisory responsibilities, including trading, reporting, and investment due diligence and sourcing. The role involves collaborating with the internal investment team and external partners to gather and interpret data, identify trends, and provide actionable insights. The ideal candidate exhibits aptitude and passion for markets and complex financial planning (e.g. tax, trust & estate).
Senior Analyst • Orem, UT, United States