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Family Office Portfolio Manager - Grand Rapids
Location:
Grand Rapids, MI
Description:
What's This Job All About? In coordination with Family Office team members, responsible for developing investment policy statements, family wealth blueprints, determining asset allocation, coordinating investment selection and implementation, and monitoring Family Office client portfolios that meet client objectives. Responsible for ensuring that Family Office client portfolios are managed using highly competitive and innovative approaches to protect and maximize our client's wealth. What You'll Be Doing Principal Accountabilities: Ensure strong knowledge and suitable expertise to leverage sophisticated and innovative approaches to managing our client's wealth. Oversee completion of investment policy statement. Develop and recommend strategies to achieve the investment goals of Family Office clients in concert with the in-house Research Team and Wealth Management Team. Conduct all aspects involved with managing Family Office client portfolios, including executing trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction. Optimize after-tax portfolio performance and execution through portfolio construction and buy and sell trade recommendations. Meet with select clients to review investment performance and partner with Research Team and Wealth Management Team to understand market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate. Creatively implement and execute new investment strategies, robust risk mitigation approaches and process improvements in conjunction with the research team. Become an expert and a go-to resource for The Family Office team with regard to the portfolio strategies and performance reporting software including Addepar. Provide analytic support for client consulting projects. Work closely with Family Office, Wealth Management Team and Research Team members to support clients' needs. Participate in designated workgroups and projects as assigned. Develop and implement process improvements. All other duties as assigned. What You Need for this Position: MINIMUM EDUCATION/EXPERIENCE REQUIRED : Bachelor's Degree and minimum 3 years' experience in investment management or equivalent education and experience. C hartered Financial Analyst® (CFA), Certified Investment Management Analyst (CIMA) and/or the Certified Fund Specialist (CFS) designations are preferred. Greenleaf Trust will consider candidates without key certifications; however, expects employees to earn relevant designations, with financial assistance, after being selected for role.
Company:
Greenleaf Trust
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Family Office Portfolio Manager - Grand Rapids
Family Office Portfolio Manager - Grand Rapids is a Clerical Office Administrator Job at Greenleaf Trust located in Grand Rapids MI. Find other listings like Family Office Portfolio Manager - Grand Rapids by searching Oodle for Clerical Office Administrator Jobs.
Family Office Portfolio Manager - Grand Rapids is a Clerical Office Administrator Job at Greenleaf Trust located in Grand Rapids MI. Find other listings like Family Office Portfolio Manager - Grand Rapids by searching Oodle for Clerical Office Administrator Jobs.