Top 59 Investment Jobs in Bozeman, Mt

Portfolio Manager
First Security Bank Bozeman —Bozeman, MT
- Extended hours
- Microsoft Excel
- Basic math
- Data analysis skills
- Profit sharing
- Health savings account
Financial Consultant
WealthBridge Financial Group —Bozeman, MT
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Trust Officer II
First Interstate Bank —Bozeman, MT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Paid holidays
- Paid time off
Family Office Director
Barnard Construction Company —Bozeman, MT
- Full-time
- CPA
- Residential
- Finance
PWM Partner Private Wealth Advisor
U.S. Bank National Association —Bozeman, MT
- $86,360 - $101,600 a year
- Full-time
- Mid-level
- 3 years
- Business development
- Paid holidays
- Disability insurance
STOCKMAN WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER
Stockman Bank of Montana —Bozeman, MT
- Full-time
- Customer service
- Bachelor's degree
- Senior level
- 401(k)
- 403(b)
Quick Apply
Managing Director
WealthBridge Financial Group —Bozeman, MT
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
AVP, Senior Credit Analyst
First Western —Bozeman, MT
- $77,000 - $108,000 a year
- Full-time
- Microsoft Excel
- 5 years
- Mid-level
- Commuter assistance
- Health savings account
Quick Apply
Wealth Advisor II
First Interstate Bank —Bozeman, MT
- Full-time
- CPA
- Customer service
- Mid-level
- Paid holidays
- Paid time off
3d
Relationship Banker I
Opportunity Bank of Montana —Bozeman, MT
- Office
- Business development
- Mentoring
Quick Apply
13d
Financial Advisor – with Full Training & Development Program
Northwestern Mutual —Bozeman, MT
- $52,000 - $148,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
11h
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
AI Venture Capital Investor
Alfa AI —United States
- $100,000 - $1,000,000 a year
- Full-time
- Remote
- Research
- Senior level
15h
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Retirement Planner
Empower —United States
- $60,000 - $78,000 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
4d

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investment jobs near bozeman, mt

Portfolio Manager

First Security Bank Bozeman -
Bozeman, MT

Apply Now

Job Details

Full-time

Benefits

Profit sharing
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
Life insurance

Qualifications

Customer communication
Copy machines

Full Job Description

About the Role:

Responsible for providing competent credit analysis and portfolio management for commercial lending activities. Oversee credit workflows and processes necessary for the team to achieve optimal levels of production while maintaining excellent credit quality in the portfolio. Work directly with lenders and clients on requests.

DUTIES AND RESPONSIBILITIES:

Perform commercial loan underwriting tasks such as analyze business & personal tax returns and financial statements, identify trends and concerns and work closely with assigned commercial team and customers to understand & mitigate credit issues
Assess credit worthiness of individuals, companies, and institutions
Assist Commercial Relationship Managers in the collection and review of regulatory compliance items, not limited to but including CRA, Adverse Action and other regulatory compliance requirements
Maintain optimal portfolio quality by monitoring and ensuring:
- Loan covenants are monitored in a manner that is timely and accurate
- Annual loan reviews are completed in a manner that is timely and accurate
- Graded credits have accurate and updated Problem Loan Reports
- Maturing loans are tracked and properly addressed prior to maturity
- Borrowing Base Certificates are timely, accurate and filed
- Lines secured with A/R & inventory assets are not overdrawn
- Financial reporting requirements are timely, accurate and filed
- Portfolio delinquency is minimized
Provide informed professional opinions to loan officers regarding applicants financial/credit status, suggest loan structures, and support the lending process
Adherence and knowledge of loan policy to be used while underwriting and discussing potential loan requests
Undertake risk analysis using regional and industry-specific data and gauges market trends
Periodically accompany Commercial Relationship Managers on calls with existing and/or prospective customers as requested
Clearly and professionally communicate with lending teams and customers
Responsible for maintaining organized and current digital credit files. This includes updated personal and business tax returns and financial statements
Regular and predictable attendance to accomplish job duties and provide in-person contact with customers
Other duties as assigned

Employees are required to actively use the service pledge in all customer encounters.

Service Pledge:

Smile

Eye Contact

Refer to Customer by name

Viable Options

Instant Acknowledgement

Customers Always Come First

End with “Thank you”

About You:

QUALIFICATIONS:

Bachelor’s degree in accounting, finance, business administration or related field, or equivalent credit analyst knowledge gained through a combination of education and experience
One to three years of prior experience in commercial banking, or related field, preferably in credit analysis
Prior customer service experience preferred

KNOWLEDGE, SKILL, ABILITY:

Extensive knowledge of commercial credit policy, regulations and credit quality standards
Knowledge and proficiency with various computer programs; including but not limited to Microsoft Word and Excel, nCino, Jack Henry, or other software commonly used in the banking industry
Analytical skills to assess and evaluate areas of responsibility including determination of loan risk involved and recommendation of credit limitations
Proven analytical and problem-solving abilities
Demonstrated strong organizational skills and ability to both prioritize and multi-task while adapting to changing workflow and personalities
Basic understanding of financial data such as cash flow, balance sheet, income statement, and collateral valuation
Ability to calculate figures and amounts such as percentages and ability to apply concepts of basic math
Ability to process detailed information with accuracy and efficiency
Assignments involve work of a confidential nature, necessitating exposure to sensitive information and contacts requiring discretion
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position
Requires excellent verbal and written communication skills with the ability to communicate detailed information in clear, easy to understand manner
Must possess ability to prepare written reports and present formal presentations

WORK ENVIRONMENT: Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to:

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.

Specific lifting abilities required by this job include: The employee is constantly required to stand and walk. Exerting up to 25 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

Specific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes.

What We Offer:

COMPENSATION & BENEFITS: Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan, including 401(k) and Profit-Sharing plans, short and long-term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full-Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full-Time employees are also offered 6 paid holidays and Part Time employees are offered pro-rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

No Recruiters or unsolicited agency referrals please.

Apply Now

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investment jobs in bozeman, mt

Portfolio Manager

Financial Consultant

Trust Officer II

Family Office Director

PWM Partner Private Wealth Advisor

STOCKMAN WEALTH MANAGEMENT CHIEF COMPLIANCE OFFICER

Managing Director

AVP, Senior Credit Analyst

Wealth Advisor II

Relationship Banker I

Financial Advisor – with Full Training & Development Program

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

AI Venture Capital Investor

Empower Financial Planner

Retirement Planner

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