Current jobs related to Lead Investment Portfolio Strategist - Kalamazoo, Michigan - Greenleaf Trust

  • Senior Portfolio Manager

    1 week 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

    2 weeks 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

    1 week 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...

  • 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...

  • Lead Caregiver

    2 weeks ago

    Kalamazoo, Michigan, United States CommonSail Investment Group Full time

    Job SummaryWe are seeking a compassionate and experienced Lead Caregiver to join our team at CommonSail Investment Group. As a Lead Caregiver, you will be responsible for providing personalized support and care to our residents, while also leading and managing a team of caregivers.Key ResponsibilitiesLead and manage a team of caregivers to provide...

  • Lead Caregiver

    2 weeks ago

    Kalamazoo, Michigan, United States CommonSail Investment Group Full time

    Lead Caregiver OpportunityCare for residents in our senior living community with compassion and competence. As a Lead Caregiver, you will provide personalized assistance, lead your team, and ensure the highest level of care for our residents.ResponsibilitiesProvide direct care to residents, including bathing, dressing, and grooming assistanceAssist with meal...

  • Chief Financial Officer

    2 days ago

    Kalamazoo, Michigan, United States Kellogg Community Credit Union Full time

    We are seeking a skilled and experienced Chief Financial Officer to lead our financial planning, accounting, and investment strategies at Kellogg Community Credit Union.The ideal candidate will have a strong background in corporate finance, accounting, and investment strategies, as well as excellent communication and leadership skills.Key...

  • Financial Services Professional

    3 weeks ago

    Kalamazoo, Michigan, United States Atria Wealth Solutions Full time

    Job Title: Financial AdvisorAbout the Role:As a Financial Advisor at Atria Wealth Solutions, you will play a crucial role in providing investment services to our clients in the Kalamazoo, MI area. You will be responsible for analyzing and guiding businesses and individuals to make informed investment decisions, recommending financial options that align with...

  • Financial Services Professional

    1 week ago

    Kalamazoo, Michigan, United States Consumers Credit Union Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to join our team at Consumers Credit Union. As a Financial Advisor, you will provide expert analysis and guidance to businesses and individuals to help them make informed investment decisions.Key Responsibilities:Recommend financial options to members in accordance with their short and...

  • Financial Services Professional

    4 weeks ago

    Kalamazoo, Michigan, United States Consumers Credit Union Full time

    Financial Advisor Job DescriptionWe are seeking a skilled Financial Advisor to join our team at Consumers Credit Union. As a Financial Advisor, you will play a crucial role in providing expert financial guidance to our members, helping them achieve their short and long-term financial goals.Key Responsibilities:Provide comprehensive financial analysis and...

  • Financial Services Professional

    2 weeks ago

    Kalamazoo, Michigan, United States Consumers Credit Union Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and experienced Financial Advisor to join our team at Consumers Credit Union. As a Financial Advisor, you will play a key role in providing expert financial guidance and advice to our members, helping them achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...

  • Commercial Banking Relationship Manager

    3 weeks ago

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

    Job Title: Commercial Relationship Manager IVFifth Third Bank, National Association is seeking a highly skilled Commercial Relationship Manager IV to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with our largest existing portfolio of companies, with annual gross sales of...

  • Financial Services Professional

    1 week ago

    Kalamazoo, Michigan, United States Consumers Credit Union Full time

    Financial Advisor RoleWe are seeking a skilled Financial Advisor to provide expert analysis and guidance to businesses and individuals in our Kalamazoo market. As a Financial Advisor, you will be responsible for delivering comprehensive financial advice that may include portfolio reviews, asset accumulation strategies, analysis and assessments,...

  • Leasing Specialist Floater

    4 weeks ago

    Kalamazoo, Michigan, United States Eenhoorn Full time

    Job Title: Leasing Specialist FloaterWe are seeking a highly skilled and motivated Leasing Specialist Floater to join our team at Eenhoorn, a 2024 "Best and Brightest Companies to Work for in the Nation" Winner. As a Leasing Specialist Floater, you will play a crucial role in the growth and success of our Southwest Michigan portfolio by attracting and...

  • Account Executive

    3 weeks ago

    Kalamazoo, Michigan, United States Adams Outdoor Full time

    Job Summary:Adams Outdoor Advertising is seeking a driven and self-motivated Account Executive to support its sales team in the Kalamazoo market. The ideal candidate will have a strong background in sales and marketing, with excellent communication and interpersonal skills. The Account Executive will be responsible for selling dynamic outdoor advertising...

  • Business Banking Market Manager

    2 weeks ago

    Kalamazoo, Michigan, United States Fifth Third Bank Full time

    Unlock Business Potential with Fifth Third BankAs a Business Banking Market Manager at Fifth Third Bank, you will lead a team of Relationship Managers and Relationship Specialists in the $2MM to $20MM revenue segment, driving growth, operational excellence, and exceptional client experiences.Key Responsibilities:Direct and coach team members to achieve sales...

  • Key Account Executive

    2 weeks ago

    Kalamazoo, Michigan, United States Stryker Corporation Full time

    Job SummaryThe Key Account Executive - Strategic Partnership Specialist will be responsible for contracting and account management activities driven through Corporate Supply Chain relationships within named IDNs in a defined region. This role will be responsible for a specific Portfolio of Stryker Business Units and team members with two other KAEs that...

  • Benefits Account Manager

    3 weeks ago

    Kalamazoo, Michigan, United States HUB International Full time

    About the RoleWe are seeking a highly skilled and motivated Benefits Account Manager to join our team at HUB International. As a key member of our account management team, you will be responsible for managing a portfolio of client relationships and providing exceptional service to our clients.Key ResponsibilitiesProvide quality customer service to existing...

  • Financial Services Professional

    3 weeks ago

    Kalamazoo, Michigan, United States Atria Wealth Solutions Full time

    Job Title: Financial AdvisorJob Summary:As a Financial Advisor at Atria Wealth Solutions, you will provide expert guidance to individuals and businesses to help them achieve their financial goals. You will analyze financial situations, recommend investment options, and develop comprehensive financial plans to ensure long-term success.Key...

  • Executive Director

    2 weeks ago

    Kalamazoo, Michigan, United States Local Initiative Support Corporation Full time

    Job DescriptionWe are seeking an experienced Executive Director to lead our community development efforts in Kalamazoo. The successful candidate will provide strategic direction and guidance for all aspects of our programs and investments in the region.Key ResponsibilitiesDevelop and implement a comprehensive community development strategy for Kalamazoo,...

Lead Investment Portfolio Strategist

2 months ago

Kalamazoo, Michigan, United States Greenleaf Trust Full time
Position Overview

What is this role about?

The Senior Portfolio Manager will act on behalf of primarily institutional clients, including foundations, endowments, and non-profit organizations. This position is accountable for executing trades, managing various performance reporting systems, rebalancing portfolios, and other essential tasks necessary for preparing and presenting at client meetings or addressing client inquiries. In collaboration with Client Centric Team members, the role involves assisting in the development of investment policy statements, determining asset allocation, coordinating investment selection and implementation, and monitoring client portfolios to align with client objectives. This position requires in-office presence.

Key Responsibilities:

  • Engage with prospective and existing clients regularly to maintain transparent communication regarding their portfolio status, market conditions, and the wealth management strategies in place.
  • Oversee ongoing trading and performance reporting, including account rebalancing and all aspects of client portfolio maintenance.
  • Leverage extensive knowledge and expertise to provide recommendations for sophisticated and innovative wealth management approaches.
  • Collaborate with team members to finalize the investment policy statement.
  • Formulate and propose strategies to meet clients' investment goals in partnership with the in-house Research Team and Wealth Management Team.
  • Manage all aspects of client portfolios, including executing trades, maintaining investment action plans, monitoring overdrafts, conducting regulatory investment reviews, and documenting account activities.
  • Work alongside the in-house Research Team and Wealth Management Team to enhance after-tax portfolio performance through strategic portfolio construction and trade recommendations.
  • Conduct performance reviews with select clients and collaborate with the in-house Research Team and Wealth Management Team to analyze market changes and ensure appropriate asset allocations.
  • Implement and execute innovative investment strategies and robust risk mitigation techniques in collaboration with the in-house Research Team and Wealth Management Team.
  • Become a knowledgeable resource for Institutional Clients regarding portfolio strategies and performance reporting tools.
  • Provide analytical support for client-related projects.
  • Participate in designated workgroups and projects as assigned.
  • Identify and implement process improvements.

Qualifications for Success:

  • A Bachelor's Degree with a minimum of seven years of experience in responding to Requests For Proposals (RFPs) related to investment management, managing institutional portfolios, and reporting to foundation, endowment, and non-profit boards, or equivalent education and experience.
  • Chartered Financial Analyst (CFA) designation is strongly preferred.

Essential Skills and Abilities:

  • Exceptional communication skills.
  • Strong analytical and thought leadership capabilities.
  • Ability to develop and refine complex financial models and analytical methodologies.
  • Collaborative mindset to foster a robust learning environment within the team.
  • Self-motivated with the ability to work independently while contributing to a team.
  • Positive attitude in the face of challenges and constructive feedback.
  • Capability to navigate a complex environment and manage multiple priorities effectively.
  • Meticulous attention to detail.
  • Proficient in identifying and implementing process and system enhancements.
  • Familiarity with the sales process and Salesforce.
  • Advanced knowledge of analysis tools such as Morningstar, FactSet, Bloomberg, and Addepar.

Diversity, Equity, and Inclusion Commitment

Greenleaf Trust is dedicated to fostering diversity, equity, and inclusion within the organization and the communities we serve. We actively seek opportunities to give back, enhance inclusivity, and empower our team members to uphold these values.