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VP, Portfolio Manager II

4 weeks ago


Bozeman, Montana, United States First Western Full time
VP, Portfolio Manager II

First Western is seeking a highly skilled and experienced VP, Portfolio Manager II to join our team. As a key member of our investment management team, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Bozeman team to deliver comprehensive solutions that exceed client expectations.

Key Responsibilities:
  • Develop and implement investment strategies for clients
  • Manage and monitor client portfolios to ensure alignment with their financial goals
  • Collaborate with colleagues to build strong relationships with clients and identify new business opportunities
  • Stay up-to-date with market trends and economic conditions to provide informed investment advice
Requirements:
  • 5-7 years of related investment management experience
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer:
  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Comprehensive benefits package