Job summary
Job post source
This job is directly from Greenleaf Trust
Job overview
The Senior Portfolio Manager will manage portfolios for institutional clients, ensuring alignment with client objectives and best practices.
Responsibilities and impact
Daily tasks include executing trades, maintaining performance reporting, developing investment strategies, and collaborating with team members to optimize client portfolios.
Experience and skills
A Bachelor's Degree and at least seven years of experience in investment management, with a CFA designation preferred.
Work environment and culture
Greenleaf Trust values diversity, equity, and inclusion, fostering a supportive environment for team members.
Company information
Greenleaf Trust focuses on serving institutional clients like foundations and non-profits, emphasizing best practices in wealth management.
Job location and travel
This role is in-office, located in Grand Rapids, MI or Kalamazoo, MI.
Company overview
Greenleaf Trust is a privately held wealth management firm that specializes in providing personalized financial services, including investment management, trust administration, and retirement plan services. The company generates revenue through fees for managing client assets and offering tailored financial advice. Established in 1998, Greenleaf Trust has built a reputation for its client-centric approach and commitment to fiduciary responsibility, ensuring that clients' best interests are always prioritized. With a focus on long-term relationships, the firm emphasizes transparency and integrity in its operations, making it a respected player in the financial services industry.
How to land this job
Tailor your resume to showcase your experience in managing institutional portfolios, particularly with foundations, endowments, and non-profits, as this aligns directly with the responsibilities of the Senior Portfolio Manager role at Greenleaf Trust.
Highlight your expertise in executing trades, performance reporting, and portfolio rebalancing, as these are key aspects of the job description.
Apply through multiple platforms, including Greenleaf Trust's corporate website and LinkedIn, to maximize your chances of being noticed for this position.
Connect with professionals in the Wealth Management and Client Centric Teams at Greenleaf Trust on LinkedIn to gather insights about the role and express your interest.
Use ice breakers such as asking about their experience with specific investment strategies or discussing recent market trends that may impact portfolio management.
Optimize your resume for ATS by incorporating relevant keywords from the job description, such as 'investment policy statements,' 'portfolio rebalancing,' and 'performance reporting software.'
Consider utilizing Jennie Johnson's Power Apply feature to streamline your application process, allowing you to focus on networking and preparing for interviews.
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