D.A. Davidson Companies · 3 hours ago
Client Portfolio Manager
Bozeman, MT
Full-time
Onsite
Senior Level
5+ years expD.A. Davidson Companies is an independent, employee-owned company with a strong commitment to integrity and community service. The Client Portfolio Manager plays a critical role in managing and structuring investment portfolios for institutional clients, while collaborating closely with various teams to ensure exceptional client service and drive business growth.
Financial Services
Responsibilities
Provide exceptional client service to institutional clients of the firm
Prepare and present to boards of directors and other decision makers
Maintain consistent communication with staff and board members regarding market conditions, portfolio strategies, performance, and potential enhancements
Collaborate with investment and operations teams to align investment strategies and operational deliverables with client needs
Monitor client portfolios to ensure ongoing compliance with Investment Policies
Implement investment strategies for clients that align with their objectives and risk tolerances
Prospect, pitch, and convert new institutional clients to our firm’s services
Work closely with D.A. Davidson Financial Advisors to deliver integrated solutions for shared clients
Drive initiatives to enhance efficiency and optimize workflows; proactively seek ways to improve the team’s processes
Perform any other duties and special projects as necessary Adhere to all the firm’s Code of Ethics and Policies and Procedures, as well as its Team Agreement, which is a commitment to the following behaviors:
Curiosity (avoid becoming defensive and remaining open to learning)
Accountability (taking 100% responsibility (no more; no less) for results; no blaming)
Candor (engaging in courageous truth-telling to increase power and speed in decisions)
Awareness (tapping every emotional and intuitional resource for decisions)
Passion (discovering and allowing people to do what they do best)
Appreciation (expressing gratitude and fostering a culture of sincere cooperation)
Qualification
Required
Bachelor's degree in finance, business or a related field
5+ years of experience in financial services, insurance, banking, or nonprofit leadership
Ability to work independently, analyze complex problems, and provide thoughtful, solutions-oriented recommendations
Strong understanding of investment strategies and best practices for institutional and nonprofit clients
Excellent organization and proficiency with Client Relationship Management systems
High proficiency in Microsoft Office
Self-starter with excellent organizational and communication skills, with the ability to multitask in a fast-paced environment effectively
Detail-oriented with a strong sense of ownership and accountability
Collaborative mindset with a commitment to contributing to team success
Benefits
Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work
Company
D.A. Davidson Companies
At D.A.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Larry Martinez
Chief Executive Officer
Amy Anastasoff
Chief Operating Officer, Fixed Income Capital Markets
Recent News
The Express Tribune
2025-10-06
2025-10-03
2025-09-25
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