Description

About the Role

We are a fast-growing boutique wealth management firm seeking an experienced, investment-focused portfolio manager to join our team. We manage custom investment portfolios in-house and you will be part of that process.  You will be responsible for managing and analyzing existing portfolios along with our 401(k)s, with a focus on delivering thoughtful, research-driven portfolio management.  You will not have a sales goal, but you will be assisting our business development efforts by articulating the benefit of our investment philosophy to prospective clients.

What You'll Do

Manage and monitor client investment portfolios across a range of risk profiles and financial goals. Develop and maintain risk analysis frameworks and conduct ongoing portfolio risk assessments. Generate investment performance reports and client-facing portfolio summaries. Conduct securities research and make asset allocation recommendations. Stay current on market conditions, economic trends, and investment opportunities. Meet with existing clients as needed to review portfolios and answer investment-related questions. Collaborate with the advisory team on investment strategy and planning.

Requirements

What We're Looking For

Progress toward the CFA designation is required. Five or more years of investment experience, ideally in client facing portfolio management. Deep expertise in portfolio construction, asset allocation, and risk management. Strong analytical and quantitative skills with proficiency in Microsoft Office and AI tools. Comfortable presenting to and communicating with clients in a professional setting. Must be local to West Michigan or willing to relocate, as this is an in-person role. Self-directed and detail-oriented with a preference for doing the investment work rather than chasing leads.