Current jobs related to Senior Portfolio Manager - Kalamazoo - Greenleaf Trust

  • Senior Portfolio Manager

    1 week ago

    Kalamazoo, Michigan, United States Greenleaf Trust Full time

    Job SummaryGreenleaf Trust is seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our Wealth Management Team, you will be responsible for managing institutional portfolios and providing exceptional client service.Key ResponsibilitiesManage institutional portfolios, including executing trades, maintaining performance...

  • Senior Portfolio Manager

    2 weeks ago

    Kalamazoo, Michigan, United States Greenleaf Trust Full time

    Job SummaryWe are seeking a highly skilled Senior Portfolio Manager to join our team at Greenleaf Trust. As a key member of our Client Centric Team, you will be responsible for managing institutional portfolios, executing trades, and maintaining performance reporting systems.Key ResponsibilitiesMeet with clients to discuss portfolio performance and market...

  • Senior Portfolio Manager

    2 days ago

    Kalamazoo, Michigan, United States Greenleaf Trust Full time

    Job DescriptionAt Greenleaf Trust, we are seeking a highly skilled Senior Portfolio Manager to join our team. As a key member of our investment management team, you will be responsible for executing trades, maintaining performance reporting systems, and portfolio rebalancing.Key Responsibilities:Meet with prospective and existing clients to maintain open...

  • Senior Portfolio Manager

    4 days ago

    Kalamazoo, Michigan, United States Greenleaf Trust Full time

    Job SummaryThe Senior Portfolio Manager will serve as a key member of our team, responsible for executing trades, maintaining performance reporting systems, and portfolio rebalancing. This role requires strong analytical and communication skills, as well as the ability to work independently and collaboratively with the Client Centric Team.Key...

  • Product Portfolio Manager

    3 days ago

    Kalamazoo, Michigan, United States Imperial Beverage Full time

    Job DescriptionWe are seeking a skilled Brand Manager to join our team at Imperial Beverage, a top beverage sales company with a huge portfolio of products. As a Brand Manager, you will be responsible for managing our brands, negotiating contracts, setting up new products in our software, creating launch plans, performing audits, and managing quality,...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Kalamazoo, Michigan, United States Fifth Third Bank, N.A. Full time

    Job Title: Commercial Relationship Manager IVAt Fifth Third Bank, National Association, we are committed to fostering an inclusive and engaged culture that promotes equal employment opportunities for all.Job Summary:We are seeking a highly skilled Commercial Relationship Manager IV to join our team. This role will be responsible for developing and...

  • Credit Risk Review Advisor Senior- Commercial Lending

    4 weeks ago

    Kalamazoo, United States The PNC Financial Services Group, Inc Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Senior Project Manager

    2 weeks ago

    Kalamazoo, Michigan, United States Zoetis Full time

    Job SummaryThe Senior Project Manager will oversee all phases of capital project management, from conceptual estimate and design to equipment fabrication, construction, commissioning, start-up, and close-out. This role is responsible for project scope, financial spending forecast, and schedule development.Key ResponsibilitiesDevelop conceptual designs,...

  • Senior Category Manager Global Packaging

    2 weeks ago

    Kalamazoo, Michigan, United States Zoetis Full time

    Job SummaryZoetis, a global leader in the animal health industry, seeks a Senior Category Manager for Global Packaging to develop and execute comprehensive sourcing strategies for packaging materials and components. This role requires a deep understanding of the packaging industry, including materials, technologies, trends, and regulatory requirements, with...

  • Divisional Director of Health and Wellness

    4 weeks ago

    Kalamazoo, United States Branch Support at Bickford Senior Living Full time

    Join our DYNAMIC team at Bickford Senior Living as a Divisional Director of Health & Wellness! The DDHW is the clinical leader who drives positive resident health outcomes in a division of Branches within Bickford’s portfolio. This position works closely with the Divisional Director of Operations and Branch leaders to ensure excellent resident care,...

  • Senior Project Manager

    2 weeks ago

    Kalamazoo, Michigan, United States Zoetis Full time

    Job SummaryZoetis is seeking a highly skilled Senior Project Manager to lead capital projects from conceptual estimate to commissioning and close-out. The ideal candidate will have a strong background in project management, engineering, and leadership, with experience in managing projects in a regulated environment.Key ResponsibilitiesDevelop project scope,...

  • Senior Customer Success Manager

    2 weeks ago

    Kalamazoo, United States Level Data Inc Full time

    LevelData Career Opportunity: Senior Customer Success Manager, State Implementations Are you passionate about education and data quality? Do you thrive in a collaborative environment where your impact directly influences educational success? If so, LevelData invites you to join our team as a Senior Customer Success Manager. We're on a mission to empower...

  • Senior Project Manager

    3 days ago

    Kalamazoo, Michigan, United States Zoetis Full time

    Job SummaryZoetis is seeking a highly skilled Senior Project Manager to lead capital projects from conceptual estimate to close-out. The ideal candidate will have a strong background in project management, engineering, and regulatory compliance.Key ResponsibilitiesDevelop project scope, financial spending forecasts, and schedulesResearch alternatives to...

  • Senior Manager, Engineering

    4 days ago

    Kalamazoo, Michigan, United States Zoetis Full time

    Job SummaryThe Senior Manager, Engineering is responsible for leading the GMS Kalamazoo Engineering Team, encompassing engineers with backgrounds in reliability and process engineering. This role interacts with management and site "customer" groups to establish and define requirements for both North and South campus, supporting day-to-day production,...

  • Senior Project Manager

    3 weeks ago

    Kalamazoo, Michigan, United States Zoetis Full time

    Job SummaryWe are seeking a highly skilled Senior Project Manager to lead our capital projects from conceptual estimate to commissioning and close-out. The ideal candidate will have a strong background in project management, engineering, and construction, with experience in managing complex projects in a regulated environment.Key ResponsibilitiesDevelop...

  • Senior Customer Success Manager

    1 week ago

    Kalamazoo, Michigan, United States Level Data Inc Full time

    Senior Customer Success Manager - State ImplementationsAt LevelData, we're on a mission to empower states with trustworthy data, enabling educational leaders to focus on what truly matters: their learners. As a Senior Customer Success Manager of State Implementations, you'll play a pivotal role in project managing and driving data excellence. Your ability to...

  • Senior Category Manager BioProduction Raw Materials

    2 weeks ago

    Kalamazoo, Michigan, United States Zoetis Full time

    Job Title:Senior Category Manager BioProduction Raw MaterialsJob Summary:Zoetis is seeking a Senior Category Manager to lead the development of the global category strategy for BioProduction Raw Materials. This role will be responsible for identifying and implementing strategic sourcing initiatives to optimize packaging-related expenditures, drive...

  • Senior Mechanical Engineering Manager

    2 days ago

    Kalamazoo, Michigan, United States Graphic Packaging International Full time

    Job Summary:Graphic Packaging International is seeking a highly skilled Senior Mechanical Engineering Manager to lead our Mill Division Mechanical Engineering team. This role will be responsible for providing engineering project leadership, technical and machine troubleshooting support, for 14 paper machines at 7 locations across the US and Canada.Key...

  • Senior Environmental Scientist/Geologist/Project Manager

    3 weeks ago

    Kalamazoo, Michigan, United States Michigan Consulting & Environmental, Inc. Full time

    Job Title: Senior Environmental Scientist/Geologist/Project ManagerMichigan Consulting & Environmental, Inc. is seeking a highly motivated and experienced Senior Environmental Scientist/Geologist/Project Manager to join our team. As a key member of our team, you will be responsible for leading and managing various site investigations, due diligence...

  • Brand Manager

    2 weeks ago

    Kalamazoo, Michigan, United States Imperial Beverage Full time

    About Imperial BeverageWe are a top beverage sales company with a passion for helping others succeed at work and in the community. Our company has been getting better with age since 1933, and we are committed to delivering exceptional products and services to our customers.Job SummaryWe are seeking a skilled Brand Manager to join our team. As a Brand...

Senior Portfolio Manager

3 months ago

Kalamazoo, United States Greenleaf Trust Full time
What is this job about?

The Senior Portfolio Manager will serve on behalf of primarily institutional clients such as foundations,
endowments and non-profit organizations. Responsible for executing trades, maintaining various performance
reporting systems, portfolio rebalancing and other items necessary to prepare for and present at client
meetings or answer client questions. In coordination with Client Centric Team members, responsible for
assisting with developing investment policy statements, determining asset allocation, coordinating investment
selection and implementation, and monitoring client portfolios to meet client objectives. Work with Client
Centric Team members and Wealth Management Team leadership to ensure client portfolios are managed
using industry and Greenleaf Trust best practices. This role is in-office and can be located in Grand Rapids, MI or Kalamazoo, MI.

What will you do?
  • Meet with prospective and existing clients on a regular basis to maintain open communication on the
    status of their portfolio, the general economic and financial markets as well as the various wealth
    management strategies utilized within the relationship.
  • Ongoing trading and performance reporting execution or oversight including account rebalancing and
    all other account portfolio maintenance and management of client portfolios.
  • Utilize strong knowledge and suitable expertise to leverage recommendations for sophisticated and
    innovative approaches to managing our client's wealth.
  • Collaborate with appropriate team members to complete the investment policy statement.
  • Develop and recommend strategies to achieve the investment goals of clients in concert with the inhouse Research Team and the Wealth Management Team.
  • Conduct all aspects involved with managing client portfolios, including executing trades, maintaining
    investment action plans, monitoring, and addressing overdrafts, conducting Reg. 9 investment reviews,
    and documenting account activities and client interaction.
  • In collaboration with the in-house Research Team and Wealth Management Team, optimize after-tax
    portfolio performance and execution through portfolio construction and buy and sell trade
    recommendations.
  • Meet with select clients to review investment performance and partner with the in-house Research
    Team and Wealth Management Team to understand market changes based on economic and industry
    analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.
  • Creatively implement and execute new investment strategies, robust risk mitigation approaches and
    process improvements in conjunction with the in-house Research Team and Wealth Management
    Team.
  • Become an expert and a go-to resource for Institutional Clients (Foundations, Endowments, Nonprofits, etc.) regarding portfolio strategies and performance reporting software including Addepar.
  • Provide analytic support for client projects.
  • Participate in designated workgroups and projects as assigned.
  • Develop and implement process improvements.
What do you need to be successful?
  • Bachelor's Degree and minimum seven years' experience responding to Request For Proposals
    (RFPs) related to investment management, managing institutional portfolios and reporting directly to
    foundation, endowment and non-profit board of directors, or equivalent education and experience
    required.
  • Chartered Financial Analyst® (CFA) designation strongly preferred.
    TALENTS, KNOWLEDGE, SKILLS, ABILITIES:
  • Strong communications skills.
  • Strong thought leadership and analytical ability.
  • Ability to develop and refine complex financial models, analytical processes, and methodologies.
  • Ability to collaborate with other team members to develop and grow a robust learning environment
    among the Family Office team.
  • Self-motivated, ability to work independently while fully functioning within a team environment.
  • Ability to maintain a positive attitude while investment recommendations are reviewed and challenged
    by other Family Office team members.
  • Ability to work in a complex environment and successfully perform with multiple priorities.
  • Attention to detail.
  • Strong ability in identification and implementation of process and systems improvements.
  • Knowledge of sales process and Salesforce.
  • Advanced knowledge of:
    o Morningstar Analysis tools
    o FactSet
    o Bloomberg
    o Addepar

DEI Commitment

Greenleaf Trust is committed to exploring diversity, equity, and inclusion, both within the organization itself,
and the communities in which we serve. We continue to seek out opportunities to give back and serve, work to
ensure our actions are better and more inclusive and to provide opportunities for our team members to uphold
the same expectations.