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Financial Analyst Associate Jobs in Utah (NOW HIRING)

Cornerstone Research

$115K - $145K/yr

Developing financial and economic models; * Analyzing large datasets; * Examining market and ... Experienced Analyst hires will join the firm as either Senior Analysts or Research Associates ...

Cornerstone Research

$115K - $145K/yr

Developing financial and economic models; * Analyzing large datasets; * Examining market and ... Experienced Analyst hires will join the firm as either Senior Analysts or Research Associates ...

Cornerstone Research

$115K - $145K/yr

Developing financial and economic models; * Analyzing large datasets; * Examining market and ... Experienced Analyst hires will join the firm as either Senior Analysts or Research Associates ...

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Wealth Analyst

Salt Lake City, UT · On-site

$65K - $106K/yr

Increasing level of financial planning and investment knowledge through practice and advancing ... Associate Wealth Advisors and/or Wealth Advisor * Data and information gathering * Brings forth ...

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Financial Analyst Associate information

Is AI replacing financial analysts?

AI is transforming the role of financial analyst associates by automating data analysis, forecasting, and reporting tasks. While AI tools can handle routine work, human judgment, strategic thinking, and industry expertise remain essential for complex decision-making and client interactions in finance roles.

What are some common challenges Financial Analyst Associates face when managing multiple projects simultaneously?

Financial Analyst Associates often juggle several projects, such as preparing reports, building financial models, and supporting budgeting processes. One challenge is balancing tight deadlines from different internal stakeholders while ensuring accuracy and attention to detail in their analyses. Effective time management and prioritization skills are essential to meet expectations and deliver quality work. Collaborating with team members and proactively seeking clarification from managers can help navigate competing priorities and maintain a manageable workload.

What are Financial Analyst Associates?

Financial Analyst Associates are entry- to mid-level professionals who support senior analysts and management by collecting, analyzing, and interpreting financial data to help guide business decisions. They typically work in banks, investment firms, or corporate finance departments, preparing reports, forecasting trends, and evaluating financial performance. Their insights help organizations manage budgets, assess risks, and identify opportunities for growth. This role is often a stepping stone to more senior financial analyst or management positions.

What are top 3 skills for a financial analyst?

A financial analyst should have strong analytical skills to interpret financial data, proficiency in Excel and financial modeling tools, and good communication skills to present findings clearly. Knowledge of accounting principles and industry-specific regulations also enhances effectiveness in the role.

What does an associate financial analyst do?

An associate financial analyst supports senior analysts by collecting and analyzing financial data, preparing reports, and assisting with budgeting and forecasting. They often use tools like Excel and financial modeling software and may need relevant certifications such as CFA or CPA. Their work helps inform investment decisions and financial planning within organizations.

Is FP&A a stressful job?

Financial Analyst Associates working in Financial Planning and Analysis (FP&A) often face stress due to tight deadlines, high accuracy requirements, and the need to interpret complex financial data. The role can involve long hours during reporting periods and requires strong analytical skills and attention to detail, which can contribute to job pressure.

What is the difference between Financial Analyst Associate vs Financial Analyst?

AspectFinancial Analyst AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often with CFA Level I or II
Work EnvironmentEntry-level, supporting senior analysts, in finance or investment firmsMore independent, involved in analysis, reporting, and decision-making
Employer & Industry UsageCommon in banks, investment firms, corporate financeUsed across similar industries, often with more responsibility

The main difference between a Financial Analyst Associate and a Financial Analyst lies in experience and responsibility. Associates typically support senior analysts and handle more routine tasks, while Financial Analysts take on more complex analysis and decision-making roles. Both roles require similar educational backgrounds and certifications, but the Financial Analyst position usually involves greater independence and strategic input.

What are the key skills and qualifications needed to thrive as a Financial Analyst Associate, and why are they important?

To thrive as a Financial Analyst Associate, you need strong analytical skills, a solid grasp of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling, Microsoft Excel, and tools like Bloomberg Terminal or SAP is highly valued, as is familiarity with data visualization software. Exceptional attention to detail, communication abilities, and problem-solving skills set top performers apart. These competencies enable accurate analysis, effective decision-making support, and clear communication of financial insights to stakeholders.
What are the most commonly searched types of Financial Analyst jobs in Utah? The most popular types of Financial Analyst jobs in Utah are:
What are popular job titles related to Financial Analyst Associate jobs in Utah? For Financial Analyst Associate jobs in Utah, the most frequently searched job titles are:
What job categories do people searching Financial Analyst Associate jobs in Utah look for? The top searched job categories for Financial Analyst Associate jobs in Utah are:
What cities in Utah are hiring for Financial Analyst Associate jobs? Cities in Utah with the most Financial Analyst Associate job openings:
Financial Analyst Associate jobs near you
Infographic showing various Financial Analyst Associate job openings in Utah as of July 2026, with employment types broken down into 1% Locum Tenens, 90% Full Time, 5% Part Time, 1% Temporary, and 3% Contract. Highlights an 82% Physical, 8% Hybrid, and 10% Remote job distribution.

Construction Surety Underwriter / Financial Analyst (Associate Account Executive)

The Whiteside Agency

Salt Lake City, UT

$70K - $116K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 13 days ago

Job description

Who Are We?

Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

Job Category
UnderwritingCompensation Overview

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range$70,400.00 - $116,200.00
Target Openings
1
What Is the Opportunity?
Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.
This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors.
The Associate Account Executive (AAE) will build relationships with agents and brokers to provide insurance or surety solutions to customers. An AAE will analyze and evaluate risk to achieve business goals within an assigned book of business.
As an AAE, you are decisive, detail-oriented, and are learning to build relationships internally and externally to drive results. As you develop the ability to assess risk and sell our products, you will contribute to the profitability and success of Travelers.What Will You Do?
  • Manage the profitability, growth, and retention of a typically smaller assigned book of business.
  • Underwrite and negotiate routine customer accounts to minimize risk and maximize profitability.
  • Partner with leadership, execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
  • Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
  • Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
  • Identify and capture new business opportunities using consultative marketing and sales skills.
  • Execute agency, region, and group sales plans with guidance from management.
  • Perform other duties as assigned.
What Will Our Ideal Candidate Have?
  • Applicable professional experience.
  • Bachelor's degree.
  • One to three years of applicable underwriting experience.
  • Working knowledge of products, the regulatory environment, and local market conditions.
  • Critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
  • Communication skills with the ability to negotiate with agents and brokers.
What is a Must Have?
  • One year of related professional experience.
What Is in It for You?
  • Health Insurance:Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment.
  • Retirement:Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
  • Paid Time Off:Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
  • Wellness Program:The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
  • Volunteer Encouragement:We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices

Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/.

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