Portfolio Management Professional

We are offering a challenging and rewarding career opportunity for the right Portfolio Management Professional to join our team on-site in Whitefish, Montana.  This position is ideal for a professional who is passionate about delivering exceptional investment management and client service, while enjoying a dynamic work environment.  We look forward to welcoming a new member to our Portfolio Management Team who will contribute to the continued success of both our clients, and our firm, for years to come.

Responsibilities:

• Perform equity market research and make recommendations on both asset allocation and security selection.
• Actively contribute to investment committee decisions on portfolio strategy.
• Collaborate with the team in writing insightful publications and display thought leadership that clearly communicates our investment strategy.
• Build and maintain long-term relationships with current and prospective clients on an ongoing basis.
• Prepare portfolio reviews and perform tax-sensitive transition planning for prospects and clients.
• Assist in the preparation and execution of large block trades and periodic account rebalancing.
• Participate in business development, firm presentations, and special events.

Qualifications:

• Appreciation for risk management and experience incorporating it into stock selection and portfolio construction.
• Strong understanding of equity markets with experience in security analysis and portfolio management.
• Exceptional written and oral communication skills with the ability to clearly explain your thinking and tailor your message to the audience.
• A collaborative mindset when it comes to working as a team and serving our clients.
• Aptitude for leveraging technology and mastering new software applications.
• Attention to detail, intellectual curiosity, and a strong work ethic.
• Bachelor’s degree required, and 5+ years of experience in a high-net-worth client environment preferred.
• Holds or is actively pursuing CFA charter.
• Has completed or is willing to complete the FINRA Series 65 Uniform Investment Advisor Law Examination or holds an eligible waiver (CFA, CFP, ChFC, CIC, or PFS).

SFM offers competitive compensation, and a generous benefit package and retirement plan, along with the opportunity to work alongside talented and dedicated people in a vibrant community that offers year-round outdoor recreation.

How to Apply:

If you are a self-motivated team player who is eager to contribute your expertise and ideas to our organization, while enjoying the desirable quality of life offered in Whitefish, Montana, we invite you to send a cover letter and resume to careers@stackfinancialmanagement.com.