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Banking & Finance Financial Consultant Financial Services Portfolio Manager

Portfolio Trader & Strategy Specialist

Job in Great Falls, Cascade County, Montana, 59404, USA
Listing for: D.A. Davidson’s Special District Group
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Consultant, Financial Services, Portfolio Manager
Job Description & How to Apply Below
A financial services firm in Great Falls, Montana, seeks a professional to join their investment team, focusing on trading execution for fixed income and equity portfolios. The role involves analyzing client portfolios, executing trades, and ensuring compliance with portfolio rules. Candidates should have a Bachelor's degree in finance or a related field, along with 2+ years of trading experience and strong Microsoft Office skills, especially in Excel.

Competitive salary and benefits are offered.
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