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VP, Portfolio Manager II
4 weeks ago
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
- 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
- Competitive salary and bonus structure
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Comprehensive benefits package