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VP, Portfolio Manager II

1 month ago

Bozeman, Montana, United States First Western Full time
Job Summary

We are seeking a highly skilled and experienced VP, Portfolio Manager II to join our team at First Western. As a key member of our investment management team, you will be responsible for leading the growth and development of our investment portfolio, generating new client leads, and preparing investment management proposals.

Key Responsibilities:

  • Develop and implement investment strategies to achieve client goals and objectives
  • Manage and maintain client relationships, providing exceptional service and support
  • Collaborate with colleagues to build strong relationships with clients and prospects
  • Prepare and present investment proposals to clients and prospects
  • Monitor and analyze market trends and economic conditions to inform investment decisions

Requirements:

  • 5-7 years of related investment management experience
  • Strong mathematical and analytical skills
  • Excellent written and verbal communication skills
  • Ability to effectively present information to senior management, clients, and prospects
  • Proficient in Microsoft Office Suite, with strong Excel skills

What We Offer:

  • Competitive salary range: $103,000 - $145,000 per year
  • Strong bonus potential
  • 401(k) plan with match
  • Paid parking/transportation benefits
  • Access to training and professional development programs
  • Sponsorship for obtaining professional certifications
  • Flex spending accounts
  • Health savings account
  • Health and wellness benefits
  • Paid time-off and bank holidays

Interested in learning more about this opportunity? Visit our website at https://myfw.com/careers/ to explore our current job openings and learn more about our company culture.