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Investment Operations Analyst 

Carrie Soto, investment operations analyst, will be responsible for investment operations related to investment accounting and trading systems platforms. Carrie will work as a motivated, self-starter to support operations within First Western’s Investment Management Team. Carrie will maintain portfolio accounting system to ensure accurate security information, pricing, cost basis and account valuation. 

Prior to joining First Western Trust, Carrie has worked in the financial industry with Hannover Life, as a claims administrator, and Envestnet Asset Management, as a senior data services analyst, gaining skills and abilities to contribute to First Western Trust's successes. Carrie was recruited by First Western Trust to an investment operations analyst role in November of 2017.  

Getting to Know Carrie

What do you believe is your best quality?

The ability to adapt and stay calm in tough situations.

What do you like most about what you do?

I love the intricacies of the financial markets and analyzing situations and issues to find the best solution possible.

What is your idea of perfect happiness?

Being at peace with the world.

Credentials 

  • Bachelor of Science in Human Development and Family Studies from Colorado State University. 
  • Associate of Applied Science in Information Technology from National American University.