Portfolio Manager
1 week ago
We are seeking a highly skilled Senior Portfolio Manager to join our team at Greenleaf Trust. As a key member of our Institutional Investments group, you will be responsible for managing complex investment portfolios for our institutional clients, including foundations, endowments, and non-profit organizations.
Key Responsibilities- Portfolio Management: Develop and implement investment strategies to meet the objectives of our institutional clients, including asset allocation, portfolio rebalancing, and performance reporting.
- Client Relationships: Build and maintain strong relationships with our institutional clients, providing exceptional service and support to meet their investment needs.
- Investment Research: Conduct thorough research and analysis to identify investment opportunities and make informed recommendations to our clients.
- Team Collaboration: Work closely with our Client Centric Team and Wealth Management Team to ensure seamless execution of investment strategies and portfolio management.
- Process Improvement: Identify opportunities to improve our investment processes and procedures, implementing changes to enhance efficiency and effectiveness.
- Education: Bachelor's degree in a related field, such as finance or economics.
- Experience: Minimum seven years of experience in investment management, with a strong background in institutional portfolio management.
- Professional Designations: Chartered Financial Analyst (CFA) designation is strongly preferred.
- Skills: Strong analytical and problem-solving skills, with the ability to communicate complex investment ideas to clients and team members.
- Knowledge: Advanced knowledge of investment analysis tools, including Morningstar, FactSet, Bloomberg, and Addepar.
At Greenleaf Trust, we offer a dynamic and supportive work environment, with opportunities for professional growth and development. We are committed to exploring diversity, equity, and inclusion, and to providing opportunities for our team members to uphold the same expectations.
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