Institutional Portfolio Strategist

1 week ago

Kalamazoo, Michigan, United States Greenleaf Trust Full time

About the Role

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This position serves as a key member of our Institutional Team, responsible for managing and executing complex investment strategies on behalf of institutional clients. The ideal candidate will possess strong analytical and communication skills, with experience in managing large-scale portfolios.

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  • Key Responsibilities:
  • Develop and implement tailored investment strategies to meet client objectives
  • Maintain open communication with clients regarding portfolio performance and market trends
  • Collaborate with internal teams to optimize portfolio construction and execution
  • Analyze financial data to inform investment decisions and identify opportunities for growth

About You

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We are seeking an experienced professional with a Bachelor's degree and at least 7 years of experience in investment management, preferably with a CFA designation. Strong knowledge of financial modeling, analytical processes, and sales process is required. Proficiency in tools like Morningstar, FactSet, Bloomberg, and Addepar is also essential.

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What We Offer

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As a valued member of our team, you can expect a competitive salary range of $120,000 - $180,000 per year, depending on experience. Additionally, we offer a comprehensive benefits package, including health insurance, retirement plan, and paid time off.

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