Current jobs related to Portfolio Manager I-Trust Investments - Detroit, Michigan - DTE Energy

  • Portfolio Manager

    2 weeks ago

    Detroit, Michigan, United States DTE Energy Full time

    Job SummaryDTE Energy's Trust Investments division is seeking a skilled Portfolio Manager to oversee the investment portfolio, ensuring alignment with the company's strategic objectives. The successful candidate will be responsible for managing a diverse range of assets, including equities, fixed income, and alternative investments. This role requires a...

  • Portfolio Manager

    5 days ago

    Detroit, Michigan, United States DTE Energy Full time

    Job SummaryDTE Energy is seeking a highly skilled Portfolio Manager to join its Trust Investments team. As a key member of the organization, you will be responsible for managing a diverse portfolio of assets, including US and global equities, fixed income, multi-asset/hedge funds, and private markets. Your expertise will be instrumental in developing and...

  • Investment Portfolio Manager

    1 month ago

    Detroit, Michigan, United States The Hartford Full time

    About the RoleWe're seeking a skilled Investment Specialist to join our Hartford Funds Investment Consultant Group (ICG). As a key member of our team, you'll work closely with business development teams to drive asset gathering and client service efforts, focusing on portfolio construction.Key ResponsibilitiesRespond to client consulting requests by crafting...

  • Trust Officer

    2 weeks ago

    Detroit, Michigan, United States State Nebraska Bank & Trust Full time

    Job OverviewState Nebraska Bank & Trust is seeking a skilled professional to fill the role of Trust Officer. This position involves managing and administering trust accounts, estates, and related fiduciary responsibilities for individual clients.Key Responsibilities:Develop and maintain a portfolio of client relationshipsEnsure compliance with legal and...

  • Portfolio Manager II

    3 weeks ago

    Detroit, Michigan, United States DTE Energy Full time

    About DTE EnergyDTE Energy is a leading diversified energy company that has fueled the nation's progress for over a century. Our electric and gas companies have served our customers and Michigan's communities with a commitment to sustainability and innovation.Job SummaryWe are seeking a highly skilled Portfolio Manager II to join our Trust Investments team....

  • Trust Officer

    4 weeks ago

    Detroit, Michigan, United States State Nebraska Bank & Trust Full time

    Job OverviewState Nebraska Bank & Trust is seeking a skilled professional to fill the role of Trust Officer. This position involves managing and administering trust accounts, estates, and related fiduciary responsibilities for individual clients.Key ResponsibilitiesDevelop and maintain a portfolio of client relationshipsEnsure compliance with legal and...

  • Equity Portfolio Manager

    5 days ago

    Detroit, Michigan, United States Advantasure Full time

    Job Title: Equity Portfolio ManagerJob Summary:Advantasure is seeking a highly skilled Equity Portfolio Manager to join our team. As an Equity Portfolio Manager, you will be responsible for managing investment portfolios to achieve superior risk-adjusted returns. You will assist in determining asset class, geographic, and sector allocations using...

  • Senior Portfolio Manager

    1 week ago

    Detroit, Michigan, United States Huntington National Bank Full time

    Job SummaryThe Senior Commercial Portfolio Manager - Technology Finance is responsible for underwriting credit exposure for large, complex customer relationships and circumstances. This role involves actively managing a portfolio, including day-to-day interaction with assigned Sales Reps, managing portfolio risk, and adhering to all regulatory and compliance...

  • Senior Commercial Portfolio Manager

    1 month ago

    Detroit, Michigan, United States Huntington National Bank Full time

    Job SummaryThe Senior Commercial Portfolio Manager - Technology Finance is responsible for underwriting credit exposure for large, complex customer relationships and circumstances, and actively managing a portfolio. This role involves day-to-day interaction with assigned Sales Reps, managing portfolio risk, and adhering to all regulatory and compliance...

  • Senior Commercial Portfolio Manager

    5 days ago

    Detroit, Michigan, United States Huntington Bancshares Inc. Full time

    Job SummaryThe Commercial Portfolio Manager-Senior is a key resource in the commercial banking team, providing expertise and guidance in complex debt and capital solutions. This role is responsible for managing a portfolio of commercial customers in partnership with relationship managers, with a focus on service, deepening, and retaining profitable customer...

  • Senior Energy Efficiency Portfolio Manager

    1 week ago

    Detroit, Michigan, United States Franklin Energy Full time

    Job SummaryFranklin Energy is seeking a seasoned professional to lead our energy efficiency programs as a Program Manager III. This hands-on management role requires excellent leadership skills, financial acumen, and strategic thinking to drive client energy efficiency goals and program objectives.Key ResponsibilitiesManage complex portfolios of energy...

  • Senior Energy Efficiency Portfolio Manager

    2 weeks ago

    Detroit, Michigan, United States Franklin Energy Full time

    Job SummaryFranklin Energy is seeking a seasoned professional to fill the role of Program Manager III, responsible for managing complex portfolios of energy efficiency programs. This hands-on management position requires leadership skills, strategic thinking, and excellent communication abilities.Key ResponsibilitiesManage program budgets, develop financial...

  • Senior Commercial Portfolio Manager

    3 weeks ago

    Detroit, Michigan, United States Huntington National Bank Full time

    Job SummaryThe Senior Commercial Portfolio Manager - Technology Finance is responsible for underwriting credit exposure for large, complex customer relationships and circumstances. This role involves managing a portfolio, interacting with assigned Sales Reps, and adhering to regulatory and compliance guidelines.Key ResponsibilitiesProactively evaluate and...

  • Investment Director

    2 weeks ago

    Detroit, Michigan, United States EPIP Full time

    Unlock Your Potential as an Investment DirectorThe Kresge Foundation is a leading private foundation in the United States, with a strong commitment to expanding opportunities in America's cities for people with low incomes. We are seeking an experienced Investment Director to join our team and contribute to our mission.About the RoleThe Investment Director...

  • Clinical Specialist I, CPT

    4 weeks ago

    Detroit, Michigan, United States Abbott Full time

    Job SummaryAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.As a Clinical Specialist I, CPT, you will be responsible for...

  • Phase I Clinical Trials Supervisor

    2 months ago

    Detroit, Michigan, United States Barbara Ann Karmanos Cancer In Full time

    Job Summary:As a key member of the Barbara Ann Karmanos Cancer Institute team, the Clinical Trials Manager will be responsible for providing strategic leadership and oversight to the Phase I Clinical Trials Department. This includes supervision of staff, business development, and integration with various teams within the Karmanos and McLaren networks.Key...

  • Clinical Specialist I, CPT

    2 weeks ago

    Detroit, Michigan, United States Abbott Full time

    About AbbottAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.Our 114,000 colleagues serve people in more than 160 countries....

  • Senior Energy Efficiency Portfolio Manager

    4 weeks ago

    Detroit, Michigan, United States Franklin Energy Full time

    Job SummaryWe are seeking a seasoned professional to join our team as a Program Manager III, responsible for managing complex portfolios of energy efficiency programs. As a key member of our team, you will provide leadership to all aspects of an energy program, working closely with clients and our energy professionals to achieve client energy efficiency...

  • Director of Investment Banking

    5 days ago

    Detroit, Michigan, United States Stout Risius Ross Full time

    Director of Investment BankingAt Stout, we're dedicated to delivering exceptional results in all we do - we call it Relentless Excellence. Our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great...

  • Senior Wealth Manager

    3 weeks ago

    Detroit, Michigan, United States Judson Group Full time

    Judson Group is seeking a seasoned Wealth Management Professional to join their team in Detroit, Michigan. This individual will be responsible for managing and servicing client relationships, reviewing portfolio performance, and providing investment analysis and financial planning services.The ideal candidate will have 8+ years of client-facing experience in...

Portfolio Manager I-Trust Investments

1 month ago

Detroit, Michigan, United States DTE Energy Full time
About the Role

DTE Energy is a leading diversified energy company with a rich history of innovation and commitment to sustainability. As a Portfolio Manager I-Trust Investments, you will play a critical role in managing over $11B in assets, including US/Global equities, fixed income, multi-asset/hedge funds, and private markets. Your expertise will be instrumental in driving the strategic direction of the Trust Investments organization and the trust funds managed.

Key Responsibilities
  • Develop and implement investment strategies for assigned asset classes, ensuring compliance with all policies and regulations.
  • Lead the evaluation of investment managers' risk and returns against policy objectives and benchmarks, making recommendations for termination when necessary.
  • Negotiate investment management agreements, contracts, and other documentation with external counsel.
  • Perform periodic asset class reviews with external consultants and present results to the Investment Committee.
  • Lead Requests for Proposals (RFPs) for external service providers as needed.
  • Oversee the 401(k) investment menu, co-manage the recordkeeper, and support participant communications.
  • Benchmark investment performance relative to other asset owners, identifying opportunities for continuous improvement.
  • Proactively identify and research new strategic initiatives and investment opportunities.
  • Maintain a network of asset owner peers and investment managers to share best practices and surface investment ideas.
  • Prepare and present compelling recommendations to Senior Management and the Investment Committee.
Requirements

A Bachelor's degree in a business-related or analytical/technical discipline, with at least 5 years of experience in business/financial or quantitative analysis, including at least 3 years of related investment experience. Alternatively, an MBA with at least 3 years of experience in business/financial or quantitative analysis, including at least 3 years of related investment experience. CFA/CAIA certification can count towards 2 years of investment experience.

Preferred Qualifications
  • MBA or other related advanced degree.
  • CFA or CAIA designations, or progress towards designations.
  • Experience managing investments as part of an asset manager or asset owner organization.
  • Experience working with PowerPoint, Excel, and Word.
About DTE Energy

DTE Energy is a company that values diversity, equity, and inclusion. We are committed to creating a workplace where everyone feels welcome and a sense of belonging. We seek individuals with a heart for service, a passion to help our communities prosper, and ideas to shape the future of energy. We are proud to be an equal opportunity employer that considers all qualified applicants without regard to race, color, sex, sexual orientation, gender identity, age, religion, disability, national origin, citizenship, height, weight, genetic information, marital status, pregnancy, protected veteran status, or any other status protected by law.