Senior Portfolio Manager

4 weeks ago


Kalamazoo, Michigan, United States Greenleaf Trust Full time
Job Description

At 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 communication on portfolio status, economic and financial markets, and wealth management strategies.
  • Execute trades and performance reporting, including account rebalancing and portfolio maintenance.
  • Develop and recommend strategies to achieve client investment goals in concert with the in-house Research Team and Wealth Management Team.
  • Collaborate with team members to complete investment policy statements and optimize after-tax portfolio performance.
  • Meet with clients to review investment performance and partner with the in-house Research Team and Wealth Management Team to understand market changes.

Requirements:

  • Bachelor's Degree and minimum seven years' experience responding to RFPs related to investment management, managing institutional portfolios, and reporting to foundation, endowment, and non-profit board of directors.
  • Chartered Financial Analyst (CFA) designation strongly preferred.

Traits and Skills:

  • Strong communications and thought leadership skills.
  • Ability to develop and refine complex financial models, analytical processes, and methodologies.
  • Self-motivated and able to work independently while functioning within a team environment.
  • Ability to maintain a positive attitude while investment recommendations are reviewed and challenged.
  • Advanced knowledge of Morningstar Analysis tools, FactSet, Bloomberg, and Addepar.

Greenleaf Trust Commitment:

We are committed to exploring diversity, equity, and inclusion within our organization and the communities we serve. We strive to provide opportunities for our team members to uphold these expectations.



  • 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...


  • 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...


  • Kalamazoo, Michigan, United States Imperial Beverage Full time

    Job DescriptionWe are seeking a skilled Brand Manager to join our team at Imperial Beverage, a top beverage sales company with a huge portfolio of products. As a Brand Manager, you will be responsible for managing our brands, negotiating contracts, setting up new products in our software, creating launch plans, performing audits, and managing quality,...


  • Kalamazoo, Michigan, United States Zoetis Full time

    Job SummaryZoetis is seeking a highly skilled Senior Project Manager to lead capital projects from conceptual estimate to close-out. The ideal candidate will have a strong background in project management, engineering, and regulatory compliance.Key ResponsibilitiesDevelop project scope, financial spending forecasts, and schedulesResearch alternatives to...


  • Kalamazoo, Michigan, United States Zoetis Full time

    Job SummaryThe Senior Manager, Engineering is responsible for leading the GMS Kalamazoo Engineering Team, encompassing engineers with backgrounds in reliability and process engineering. This role interacts with management and site "customer" groups to establish and define requirements for both North and South campus, supporting day-to-day production,...


  • Kalamazoo, Michigan, United States Graphic Packaging International Full time

    Job Summary:Graphic Packaging International is seeking a highly skilled Senior Mechanical Engineering Manager to lead our Mill Division Mechanical Engineering team. This role will be responsible for providing engineering project leadership, technical and machine troubleshooting support, for 14 paper machines at 7 locations across the US and Canada.Key...


  • Kalamazoo, Michigan, United States UHY ADVISORS INC Full time

    Job SummaryWe are seeking an experienced International Tax Senior Manager to join our team at UHY Advisors Inc. This role will focus on executing complex tax consulting and compliance services for our corporate clients, as well as international matters related to individuals.Key ResponsibilitiesPrepare and/or assist with complex tax returnsDemonstrate...


  • Kalamazoo, Michigan, United States Level Data Inc Full time

    We're on a mission to empower states with trustworthy data, allowing educational leaders to focus on what truly matters: their learners.At LevelData, we believe that clean, reliable data is the foundation of effective decision-making in K-12 education. Our simple solutions ensure that states receive data they can trust, enabling educators to make informed...


  • Kalamazoo, Michigan, United States Stryker Full time

    About the RoleWe are seeking a highly skilled Senior Engineering Manager, Software Quality to join our team at Stryker. As a key member of our organization, you will be responsible for leading a team of Software Quality Engineers supporting new product development within Stryker Instruments.Key ResponsibilitiesDevelop and implement Quality Assurance...


  • Kalamazoo, Michigan, United States Level Data Inc Full time

    About Us: At LevelData, we believe that clean, reliable data is the foundation of effective decision-making in K-12 education. Our simple solutions ensure that states receive data they can trust, enabling educators to make informed choices. We're committed to quality, trust, and collaboration.Role Overview: As a Senior Customer Success Manager of State...


  • Kalamazoo, Michigan, United States Kalsec Full time

    Job SummaryKalsec aims to excel in the Savory Foods Space. To achieve this, we need to anticipate the needs of our customers, understand the expectations of their final consumers, and identify pain points along the value chain.Our goal is to combine our product portfolio expertise with a detailed awareness of final applications, adjusting our value...


  • Kalamazoo, Michigan, United States Kalsec Full time

    Job Summary: Kalsec aims to succeed in the Savory Foods market by anticipating customer needs, understanding consumer expectations, and addressing pain points throughout the value chain. To achieve this, we need to combine our product portfolio expertise with a deep understanding of final applications, adjusting our value proposition accordingly. This role...


  • Kalamazoo, Michigan, United States LabCorp Full time

    About the Role:LabCorp is seeking a highly driven and competitive Senior Marketing Executive to help identify and shape opportunities for LabCorp Diagnostics continued growth. As a Senior Marketing Executive, you will function as an outside sales representative primarily focused on growing new business by prospecting, developing, and closing sales...


  • Kalamazoo, Michigan, United States Amgen Full time

    We are seeking a highly skilled and experienced Senior Specialty Representative to join our team at Amgen. In this vital role, you will be the primary customer contact and responsible for implementing marketing strategy and promoting Amgen products as led by the District Manager.The ideal candidate will have a strong background in sales, marketing, and/or...

  • Brand Manager

    1 month ago


    Kalamazoo, Michigan, United States Imperial Beverage Full time

    About the RoleWe are seeking a highly motivated and experienced Brand Manager to join our team at Imperial Beverage. As a key member of our sales team, you will be responsible for managing our brands and portfolio of products.Key ResponsibilitiesDevelop and implement brand strategies to drive sales growth and market shareManage relationships with suppliers...


  • 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...

  • Senior Technical Lead

    4 weeks ago


    Kalamazoo, Michigan, United States Zoetis Full time

    Job SummaryZoetis is seeking a highly skilled and experienced Senior Technical Lead to join our team. As a key member of our operations team, you will be responsible for providing technical program leadership and implementation activities to maximize the maintenance related uptime and operating efficiencies of equipment and facility assets.Key...


  • Kalamazoo, Michigan, United States Verista Full time

    Job DescriptionVerista's team of experts collaborates with leading life science brands to address their business needs. Our mission is to empower growth and innovation within the scientific community, helping researchers, organizations, and companies tackle pressing healthcare challenges. We provide innovative solutions and services that inform...


  • Kalamazoo, Michigan, United States Pfizer Full time

    Job SummaryWe are seeking a highly skilled Senior Manager, Occupational Safety and Industrial Hygiene to lead our Safety and Industrial Hygiene program at our Pfizer Kalamazoo Michigan site.Key ResponsibilitiesDevelop and implement a comprehensive Safety and Industrial Hygiene plan to ensure compliance with regulatory requirements and industry...


  • Kalamazoo, Michigan, United States Level Data Inc Full time

    About UsLevel Data Inc is a fast-growing software-as-a-service company dedicated to changing lives in the education technology space. Our core values of Listening First and assuming positive intent guide all our decisions. We strive for excellence, embracing a culture of continuous improvement and innovation.Role OverviewWe are seeking an experienced Senior...