Portfolio Manager jobs in Detroit, MI

The Portfolio Manager reviews the customer's goals and develops investment strategies that will attain and support those objectives with acceptable risk. Responsible for managing, evaluating, and monitoring key or complex investment portfolios comprised of bonds, securities, and equity funds in a banking environment. Being a Portfolio Manager monitors daily investment activities to be aware of market changes. Considers legal and tax impact of investment decisions. In addition, Portfolio Manager may manage a team of portfolio manages. Requires a bachelor's degree. Typically reports to top management. Requires Chartered Financial Analyst (CFA) Level 1. Being a Portfolio Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. Working as a Portfolio Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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Portfolio Manager
  • Secure Financial Group
  • Troy, MI FULL_TIME
  • Job Title: Portfolio Manager

    Position Summary:

    We are seeking a dynamic Portfolio Manager to join our team at Secure Asset Management, LLC, an SEC-registered investment advisor. As a key contributor to our firm's success, you will be responsible for trading and portfolio management activities. Your role will involve identifying investment opportunities, rebalancing portfolios, and providing vital support to our advisors and internal Investment Committee. The ideal candidate will demonstrate meticulous attention to detail, strong collaboration skills, and a passion for thriving in a fast-paced, growing environment.

    Key Responsibilities:

    Collaborate with the investment committee to develop and implement processes that enhance trading accuracy and efficiency.

    Partner with advisors to design custom investment strategies tailored to high-net-worth private clients.

    Analyze financial needs by reviewing and assessing information and documentation submitted by advisors and provide a portfolio analysis.

    Recommend appropriate investment products based on clients' financial circumstances.

    Prepare customized investment proposals for advisors to present to their clients.

    Required Qualifications:

    Series 65 or 66 certification.

    Bachelor's degree or higher.

    1-3 years of portfolio management experience.

    Preferred Qualifications:

    CFA, CFP®, or CIMA designation.

    MBA preferred.

    Experience with trading and rebalancing portfolios using Fidelity, Schwab custodial platforms.

    Familiarity with Orion Advisor Services and Bloomberg Terminal.

    About Secure Asset Management, LLC:

    Secure Asset Management, LLC is a rapidly growing SEC registered investment advisor with over $4 billion in assets under advisement. Headquartered in Troy, MI, we are actively seeking onsite candidates to join our dedicated team. For more information, visit www.sassetmgmt.com or www.sec.gov.

    Disclaimer:

    This job description outlines the primary responsibilities of the position, which may evolve over time. We are proud to be equal opportunity employers, fostering an inclusive environment based on mutual respect for all candidates and team members. Employment decisions are made without regard to race, color, religion, national origin, sex, disability, age, veteran status, or any other characteristic protected by law. Reasonable accommodations are provided to qualified individuals with disabilities in accordance with state and federal law.

    Job Type: Full-time

    Job Type: Full-time

    Pay: $110,000.00 - $160,000.00 per year

    Benefits:

    • 401(k) matching
    • Life insurance
    • Vision insurance

    Schedule:

    • Monday to Friday

    Ability to Relocate:

    • Troy, MI 48084: Relocate before starting work (Required)

    Work Location: In person

  • 4 Days Ago

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Grant Portfolio Manager & Developer
  • Pensole Lewis College
  • Detroit, MI FULL_TIME
  • Position: Grant Portfolio Manager & Developer (Full-Time)Company: Pensole Lewis College of Business & Design (PLC Detroit)Department: Development & FundraisingSalary Range: $57,000 - $88,000 per yearW...
  • 13 Days Ago

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Cleaner
  • Aware Manager
  • Detroit, MI PART_TIME,FULL_TIME
  • Cleaner We are looking for a Cleaner to take care of our facilities and carry out cleaning and maintenance duties. The goal is to keep our building in a clean and orderly condition. Responsibilities C...
  • 7 Days Ago

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Restaurant Manager
  • Restaurant General Manager
  • Warren, MI FULL_TIME
  • Burger King believes in the importance of flexibility for employers and employees alike, and we believe that our employees are our greatest asset. We treat our people with respect and honesty and are ...
  • 10 Days Ago

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Administrative / Office Assistant
  • ParkLand Ventures, Inc. (MHP Manager LLC)
  • Westland, MI FULL_TIME
  • Local multi-family property owner is seeking an exceptional person to join our team as a Full -Time Administrative / Office Assistant. We are looking for an energetic person with an outgoing attitude ...
  • 19 Days Ago

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Maintenance Technician - Mobile Home Community
  • ParkLand Ventures, Inc. (MHP Manager LLC)
  • Oxford, MI FULL_TIME
  • Do you have some experience with property maintenance, or you're just handy with jobs that require some light carpentry, plumbing or electrical work? If so, we need your help to deliver a great housin...
  • 23 Days Ago

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0 Portfolio Manager jobs found in Detroit, MI area

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Summer Intern - Standards and Innovation
  • Harman International Industries
  • Novi, MI
  • A Career at HARMAN As a technology leader that is rapidly on the move, HARMAN is filled with people who are focused on m...
  • 3/28/2024 12:00:00 AM

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Clinical Trial Budget Specialist
  • Revival Research Institute, LLC
  • Southfield, MI
  • Unique opportunity to make an Impact in the healthcare industry... Revival Research Institute, LLC was established in 20...
  • 3/28/2024 12:00:00 AM

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Relationship Banker
  • Comerica
  • Warren, MI
  • Relationship Banker What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on per...
  • 3/28/2024 12:00:00 AM

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Healthcare IT Delivery Lead
  • G-TECH Services
  • Detroit, MI
  • Job Description Job Description Will this position be required to work onsite for any reason at any time? No Engagement ...
  • 3/27/2024 12:00:00 AM

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Relationship Banker
  • Comerica
  • Dearborn Heights, MI
  • Relationship Banker What we can offer you: * Career Growth -- promotional opportunities * Incentive program based on per...
  • 3/27/2024 12:00:00 AM

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Agile coach
  • Diverse Lynx
  • Detroit, MI
  • Job Profile : Agile Coach Job Location : Dallas/ Atlanta, GA/ Seattle, WA ( Need local ) Type- Contract (c2c/w2 ) Durati...
  • 3/24/2024 12:00:00 AM

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SAP Project System Functional
  • Diverse Lynx
  • Detroit, MI
  • The candidate is expected to be a senior member with 12-15 years of experience in leading and implementing SAP Project S...
  • 3/24/2024 12:00:00 AM

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Part Time Relationship Banker
  • Comerica
  • Sterling Heights, MI
  • Relationship Banker Senior The Relationship Banker Senior is responsible for contributing to the overall success of a Re...
  • 3/24/2024 12:00:00 AM

Detroit (/dɪˈtrɔɪt/, locally also /ˈdiːtrɔɪt/; French: Détroit, lit. 'strait') is the largest and most populous city in the U.S. state of Michigan, the largest United States city on the United States–Canada border, and the seat of Wayne County. The municipality of Detroit had a 2017 estimated population of 673,104, making it the 23rd-most populous city in the United States. The metropolitan area, known as Metro Detroit, is home to 4.3 million people, making it the second-largest in the Midwest after the Chicago metropolitan area. Regarded as a major cultural center, Detroit is known for its co...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Portfolio Manager jobs
$115,917 to $160,673
Detroit, Michigan area prices
were up 1.2% from a year ago