Portfolio Manager III

First Western•Denver, CO

23d•$121,000 - $194,000

About The Position

First Western is seeking a Portfolio Manager III to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Portfolio Manager III at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Investment Management team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

Requirements

Proficient in Microsoft Office Suite, with exceptional Excel skills.
Strong mathematical and analytical skills.
High initiative and follow-through.
Ability to work independently and with a team.
Excellent written and verbal communications skills.
Able to organize, prioritize, multi-task, and self-starter.
Experience working with high net-worth individuals.
Bachelor's Degree in Business, Finance, or related field
7-10 years Investment management
5-7 years Business development in local market
CFP or CFA Upon Hire

Nice To Haves

Experience with CRM preferred.
Master's Degree MBA Preferred

Responsibilities

Portfolio Management – Monitor and manage assigned portfolios to align with client objectives and risk parameters; conduct performance analysis and recommend adjustments based on market conditions.
Trade Execution – Execute equity, fixed income, and alternative investment trades accurately and timely, ensuring compliance with regulatory requirements and internal policies.
Client Relationship Management – Serve as the primary contact for investment clients, providing timely responses, proactive outreach, and quarterly reviews to ensure satisfaction and adherence to service standards.
Client Engagement & Advisory – Prepare and deliver portfolio reviews, collaborate with relationship managers, and provide strategic insights to address client inquiries.
Investment Strategy & Planning – Develop asset allocation strategies in line with policy guidelines; produce cash flow and wealth planning tools to deepen client relationships and expand wallet share.
Business Development & Sales Support – Identify new opportunities through networking and consultative selling; coordinate RFPs, presentations, and onboarding for new accounts.
Research Collaboration – Partner with the Investment Research team to implement strategies, leverage market intelligence, and contribute to idea generation and tactical asset allocation discussions.
Compliance & Risk Management – Maintain consistent adherence to operational policies, regulatory requirements, and asset review processes.
Leadership & Community Engagement – Mentor associates, assist with training, and maintain a strong presence in the community through networking and board involvement.