KALAMAZOO, MIPosted 22 days ago

Job summary

• Job post source

  This job is directly from Greenleaf Trust

• Job overview

  The Senior Portfolio Manager at Greenleaf Trust manages institutional client portfolios, focusing on foundations, endowments, and non-profits, ensuring investment strategies meet client objectives and align with best practices.

• Responsibilities and impact

  The role involves executing trades, maintaining performance reporting, rebalancing portfolios, developing investment policy statements, collaborating with research and wealth management teams, meeting clients regularly, and implementing innovative investment strategies and process improvements.

• Experience and skills

  Candidates need a Bachelor's degree and at least seven years of experience managing institutional portfolios and responding to RFPs, with CFA designation strongly preferred. Strong communication, analytical skills, financial modeling expertise, and knowledge of tools like Morningstar, FactSet, Bloomberg, Addepar, and Salesforce are required.

• Work environment and culture

  Greenleaf Trust emphasizes diversity, equity, and inclusion, fostering a positive, collaborative, and learning-oriented environment within the Family Office team.

• Company information

  Greenleaf Trust is a wealth management firm serving institutional clients such as foundations, endowments, and non-profits, committed to inclusive practices and community engagement.

• Team overview

  The Senior Portfolio Manager collaborates closely with the Client Centric Team, Wealth Management Team, and in-house Research Team to manage client portfolios and develop investment strategies.

• Job location and travel

  This in-office position is located in either Grand Rapids, MI or Kalamazoo, MI.

• Unique job features

  The role offers opportunities to work with sophisticated investment strategies, advanced portfolio management software like Addepar, and participate in process improvements and designated workgroups.

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 highlight your experience managing institutional portfolios such as foundations, endowments, and non-profits, emphasizing your ability to execute trades, rebalance portfolios, and prepare performance reports.

• Showcase your collaboration skills by detailing how you have worked with research teams and wealth management professionals to develop investment policy statements and asset allocation strategies.

• Apply through multiple channels including Greenleaf Trust's corporate career site and LinkedIn to maximize your application visibility for the Senior Portfolio Manager role.

• Connect on LinkedIn with current Greenleaf Trust employees in the Wealth Management or Client Centric Teams, using ice breakers like commenting on recent market insights they've shared or asking about their experience with portfolio management software like Addepar.

• Optimize your resume for ATS by incorporating keywords from the job description such as 'institutional portfolios,' 'investment policy statements,' 'portfolio rebalancing,' 'Addepar,' 'CFA,' and 'performance reporting.'

• Leverage Jennie Johnson's Power Apply feature to automate applying via multiple platforms, tailor your resume for ATS compatibility, and identify LinkedIn connections to network with, allowing you to focus your time on preparing for interviews and client interactions.