Equity Portfolio Manager

3 weeks ago

Detroit, Michigan, United States Advantasure Full time
Job Title: Equity Portfolio Manager

Job 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 factor-based attribution modeling. You will also research and trade equities, ETFs, and associated equity derivatives. Additionally, you will maintain relationships with counterpart broker dealers and Futures Clearing Merchants and assist in reviewing and monitoring external asset managers.

Key Responsibilities:
  • Manage investment portfolios in accordance with established trading and risk parameters with an aim toward outperforming relevant asset class benchmarks.
  • Responsible for managing, researching, and trading various equity instruments including single name equities, ETFs, and equity derivatives.
  • Tactically rebalance equity exposures at both the overall asset class and sub-category levels taking external manager exposures into consideration.
  • Collaborate and share market views with Portfolio Managers and other members of the investment team.
  • Assist in the oversight and training of investment staff to develop innovative approaches, tools, and techniques for modeling and analyzing equity portfolio exposures.
  • Research economic developments which impact equity markets.
  • Develop and maintain relationships with trading counterparties.
  • Liaise with cash management, investment accounting, risk management, and bank custodians to ensure timely and accurate trade settlement.
  • Responsible for working with senior management to develop and continually monitor investment guidelines.
  • Monitor external equity manager strategies and performance. Produce recommendations to include both allocation decisions regarding current managers and the sourcing of new managers.
  • Assist with the management of short-term cash flows for assigned clients.

Qualifications:
  • Bachelor's degree in finance, Business Administration or related field is required. MBA preferred.
  • Six (6) years of experience in investment portfolio management, research or trading.
  • Chartered Financial Analyst (CFA) designation is preferred.
  • Excellent written and oral communication skills with ability to articulate investment insights.
  • Ability to think independently and appropriately convey a viewpoint that may be counter to consensus.
  • Demonstrated cross-organization collaboration capability and interpersonal skills.
  • Ability to manage multiple tasks and thrive in a fast-paced team environment.
  • Strong knowledge of MS Office suite of products, particularly Excel and PowerPoint.
  • Investment portfolio construction and management skills are required.
  • Experience with investment related software such as Bloomberg and Blackrock Aladdin highly preferred.

Equal Employment Opportunity:
Advantasure is an equal opportunity employer and welcomes applications from diverse candidates. All qualified applicants will receive consideration for employment without regard to, among other grounds, race, color, religion, sex, national origin, sexual orientation, age, gender identity, protected veteran status or status as an individual with a disability.

  • Portfolio Manager

    3 weeks 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...

  • Senior Commercial Portfolio Manager

    3 weeks 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 Portfolio Manager

    4 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 actively managing a portfolio, including day-to-day interaction with assigned Sales Reps, managing portfolio risk, and adhering to all regulatory and compliance...

  • Senior Project Manager

    4 weeks ago

    Detroit, Michigan, United States Huntington National Bank Full time

    Job SummaryThe Huntington Community Impact Capital (CIC) Senior Project Manager will lead tax credit equity and debt underwriting and project management of Low-Income Housing Tax Credit (LIHTC) projects. This role will manage internal relationships with closing teams and external developer relationships.Key ResponsibilitiesLead underwriting and closing for...

  • Senior Energy Efficiency Portfolio Manager

    4 weeks 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

    4 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...

  • Business Development Manager for MES/MOM Portfolio Growth

    3 weeks ago

    Detroit, Michigan, United States TEPHRA Full time

    Business Development Manager OpportunityTEPHRA is seeking a dynamic Business Development Manager to lead our MES/MOM portfolio growth. As a key member of our team, you will be responsible for identifying and pursuing new business opportunities, building relationships with clients, and driving revenue growth.Key Responsibilities:Research and develop a robust...

  • Account Manager

    4 weeks ago

    Detroit, Michigan, United States Applied Medical Full time

    Job Title: Account ManagerApplied Medical is a leading medical device company that has revolutionized the industry with its innovative products and commitment to excellence. As an Account Manager, you will play a critical role in driving business growth and expansion by building strong relationships with hospital accounts and delivering exceptional customer...

  • Theatre Operations Manager

    4 weeks ago

    Detroit, Michigan, United States ATG Entertainment Full time

    Job OverviewThe General Manager of the Fisher Theatre is a key leadership role responsible for overseeing the day-to-day operations of the venue, ensuring a world-class experience for audiences, and driving business growth.This role reports to the Business Director – Regional Venues, ATG Entertainment, and is based at the Fisher Theatre in Detroit,...

  • Operations Coordinator

    4 weeks ago

    Detroit, Michigan, United States GreenLight Fund Full time

    Job OverviewGreenLight Fund Detroit is seeking a highly organized and self-motivated Coordinator to support the achievement of operational excellence and contribute to the organization's mission of creating opportunities for inclusive prosperity in the Detroit community.The ideal candidate will possess a strong passion for serving children and families, a...

  • Sales Representative

    3 weeks ago

    Detroit, Michigan, United States Applied Medical Full time

    At Applied Medical, we are committed to delivering the highest quality products and services to our customers. As a Sales Representative, you will play a critical role in helping us achieve this goal.Job SummaryWe are seeking a highly motivated and experienced Sales Representative to join our team in the Detroit, MI area. In this role, you will be...

  • Compensation Manager

    4 weeks ago

    Detroit, Michigan, United States New Relic Full time

    Job SummaryWe are seeking a highly skilled Compensation Manager to join our team at New Relic. This role will be responsible for maintaining our global salary range structure, managing bonus and merit administration, and consulting with the business to make compensation recommendations.Key ResponsibilitiesImplement and administer compensation and equity...

  • Technical Program Manager

    3 weeks ago

    Detroit, Michigan, United States Canopy Full time

    Job Title: Technical Program ManagerAt Canopy, we're revolutionizing vehicle security by building cutting-edge technology. As a Technical Program Manager, you'll play a critical role in leading cross-functional engineering initiatives and fostering a collaborative environment that encourages innovation and knowledge sharing.Key Responsibilities:Strategic...

  • Project Manager

    4 weeks ago

    Detroit, Michigan, United States Actalent Full time

    Job Title:Project ManagerJob DescriptionThis is a challenging role that requires extensive travel, with 80% of the time spent on the road. The ideal candidate will have 1-5 years of experience in construction, civil engineering, or geotechnical engineering and will progress to a project manager role, which is more office-based. The candidate should have a...

  • Biopharma Account Manager

    4 weeks ago

    Detroit, Michigan, United States Fresenius Kabi Full time

    Job SummaryThe Account Manager plays a pivotal role in driving market share growth and product volume expansion for Fresenius Kabi.This is achieved by implementing effective commercial and contracting strategies to optimize access and promote the company's Medical and Pharmacy Benefit Biopharma portfolio to targeted accounts and decision-makers within a...

  • Fundraising Manager

    4 weeks ago

    Detroit, Michigan, United States Neighborhood Service Organization Full time

    Job SummaryNeighborhood Service Organization is seeking an experienced Fundraising Manager to join our team. As a key member of our development team, you will be responsible for building strong relationships with donors and funders, creating and executing tailored fundraising strategies, and ensuring that our fundraising targets are met and exceeded.Key...

  • Project Manager

    4 weeks ago

    Detroit, Michigan, United States Michael Page Full time

    Project Engineer Job DescriptionAbout Our ClientMichael Page is a leading provider of construction management services. Our client is a general contractor and developer with a strong portfolio of commercial, multi-family, and industrial projects.Job DescriptionAs a Project Engineer, you will be responsible for completing RFIs and submittals for projects,...

  • Senior Account Manager

    4 weeks ago

    Detroit, Michigan, United States PROFESSIONAL TASKMASTERS Full time

    Job OverviewProfessional Taskmasters is seeking a seasoned Sr. Account Manager to lead our sales team and drive revenue growth. As a key member of our team, you will be responsible for managing a portfolio of accounts, developing and executing sales strategies, and mentoring a team of sales professionals.Key ResponsibilitiesManage a team of sales...

  • Site Operations Manager

    4 weeks ago

    Detroit, Michigan, United States TRIGO Global Quality Solutions Full time

    Job DescriptionTRIGO Global Quality Solutions is seeking a highly skilled Site Operations Manager to join their team in the Metro Detroit Area.Key Responsibilities:Ensure client satisfaction by addressing their needs quickly and effectivelyOptimize site performance and efficiencyOrganize and coordinate teams at site level to fulfill jobs/missionsTravel...

  • Senior Tax Manager

    4 weeks ago

    Detroit, Michigan, United States CyberCoders Full time

    Senior Tax Manager Job DescriptionWe are seeking a highly experienced Senior Tax Manager to join our team. As a key member of our tax department, you will be responsible for leading complex tax reviews and providing expert guidance to our clients.Key Responsibilities:Lead tax reviews for partnerships, corporations, trusts, estates, and high net worth...