Senior Investment Manager
4 days ago
About Our Company
">Greenleaf Trust is a leading wealth management firm dedicated to serving the financial needs of individuals, families, and institutions. Our commitment to diversity, equity, and inclusion drives us to create a workplace where everyone feels valued and empowered.
">Job Summary
">We are seeking an experienced Senior Portfolio Manager to join our Institutional Team. In this role, you will be responsible for managing complex investment portfolios, developing tailored investment strategies, and maintaining open communication with clients.
">Responsibilities:
">- Investment Strategy Development:
- Develop and implement investment strategies to meet client objectives
- Portfolio Management:
- Manage large-scale portfolios, ensuring optimal performance and alignment with client goals
- Client Communication:
- Maintain regular communication with clients regarding portfolio performance and market trends
- Team Collaboration:
- Work closely with internal teams to optimize portfolio construction and execution
About You
">We are looking for an experienced professional with a strong background in investment management. A Bachelor's degree and at least 7 years of experience in investment management are required. A CFA designation is strongly preferred. Proficiency in tools like Morningstar, FactSet, Bloomberg, and Addepar is also essential.
">Compensation and Benefits
">As a valued member of our team, you can expect a competitive salary range of $140,000 - $200,000 per year, depending on experience. Additionally, we offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.
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