Client Portfolio Manager
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment ... CFP ® , ChFC, PFS, CFA, CIC, Series 65, or Series 66)
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment ... CFP ® , ChFC, PFS, CFA, CIC, Series 65, or Series 66)
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment ... CFP ® , ChFC, PFS, CFA, CIC, Series 65, or Series 66)
Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment ... CFA charterholder, CFP ® professional, or another approved advanced credential required.
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Plymouth, MI · On-site
Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment ... CFA charterholder, CFP ® professional, or another approved advanced credential required.
New
MI · On-site
Bachelor's degree or equivalent in accounting or real estate, a CFA or CPA is a plus * Strong ... Portfolio Manager level) in the financial services or real estate sectors, inclusive of relevant ...
MI · On-site
Bachelor's degree or equivalent in accounting or real estate, a CFA or CPA is a plus * Strong ... Portfolio Manager level) in the financial services or real estate sectors, inclusive of relevant ...
Senior Director of Investments, CFA Multi-Family Office Overview Fast growing and dynamic Multi ... manage the team of investment analysts and portfolio managers, and oversee the investment ...
Senior Director of Investments, CFA Multi-Family Office Overview Fast growing and dynamic Multi ... manage the team of investment analysts and portfolio managers, and oversee the investment ...
Detroit, MI · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Detroit, MI · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Kalamazoo, MI · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Kalamazoo, MI · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Ann Arbor, MI · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Ann Arbor, MI · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R153625 Position manages a set of fee-producing ... Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA.
SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R153625 Position manages a set of fee-producing ... Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA.
SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R153625 Position manages a set of fee-producing ... Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA.
SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R153625 Position manages a set of fee-producing ... Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA.
SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R153625 Position manages a set of fee-producing ... Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA.
SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENT OH: R153625 Position manages a set of fee-producing ... Completion of any of the following is highly preferred: MBA and/or CFA, CFP, CIMA, CPWA and CAIA.
Holland, MI · On-site
$80 - $110/hr
Support portfolio management systems, reporting platforms, and data infrastructure. Implement AI ... CFA or CAIA designation preferred. Experience with portfolio analytics platforms such as Addepar ...
Holland, MI · On-site
$80 - $110/hr
Support portfolio management systems, reporting platforms, and data infrastructure. Implement AI ... CFA or CAIA designation preferred. Experience with portfolio analytics platforms such as Addepar ...
$130K - $180K/yr
Ten (10) years of successful investment and/or portfolio management experience; experience working ... CFA/CFP is strongly preferred * Demonstrated commitment to professional development * Demonstrated ...
$130K - $180K/yr
Ten (10) years of successful investment and/or portfolio management experience; experience working ... CFA/CFP is strongly preferred * Demonstrated commitment to professional development * Demonstrated ...
Grand Rapids, MI · On-site
$130K - $180K/yr
Ten (10) years of successful investment and/or portfolio management experience; experience working ... CFA/CFP is strongly preferred * Demonstrated commitment to professional development * Demonstrated ...
Grand Rapids, MI · On-site
$130K - $180K/yr
Ten (10) years of successful investment and/or portfolio management experience; experience working ... CFA/CFP is strongly preferred * Demonstrated commitment to professional development * Demonstrated ...
Troy, MI · On-site
$140K - $192K/yr
Qualifications * 10+ years of experience in investment research, portfolio management, investment ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative ...
Troy, MI · On-site
$140K - $192K/yr
Qualifications * 10+ years of experience in investment research, portfolio management, investment ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative ...
Charlotte, MI · On-site
$140 - $193/hr
Qualifications * 10+ years of experience in investment research, portfolio management, investment ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative ...
Charlotte, MI · On-site
$140 - $193/hr
Qualifications * 10+ years of experience in investment research, portfolio management, investment ... Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Alternative ...
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... CFA, MBA, or Master's Degree Preferred but not Required #LI-LS1 The salary range is $125,000-$190 ...
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... CFA, MBA, or Master's Degree Preferred but not Required #LI-LS1 The salary range is $125,000-$190 ...
Troy, MI · On-site
$125K - $190K/yr
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... CFA, MBA, or Master's Degree Preferred but not Required #LI-LS1 The salary range is $125,000-$190 ...
Troy, MI · On-site
$125K - $190K/yr
Our job is to support PE firms to ensure their portfolio companies have credible plans and the ... CFA, MBA, or Master's Degree Preferred but not Required #LI-LS1 The salary range is $125,000-$190 ...
Detroit, MI · On-site
$120 - $190/hr
MBA, CPA, CFA, or equivalent advanced qualification preferred.5+ years of relevant experience in ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...
Detroit, MI · On-site
$120 - $190/hr
MBA, CPA, CFA, or equivalent advanced qualification preferred.5+ years of relevant experience in ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...
MBA, CPA, CFA, or equivalent advanced qualification preferred. * 5+ years of relevant experience in ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...
MBA, CPA, CFA, or equivalent advanced qualification preferred. * 5+ years of relevant experience in ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...
MBA, CPA, CFA, or equivalent advanced qualification preferred. * 5+ years of relevant experience in ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...
MBA, CPA, CFA, or equivalent advanced qualification preferred. * 5+ years of relevant experience in ... portfolio that supports electric, hybrid, and internal combustion vehicles. The company is ...
$32.2K - $44.2K
9% of jobs
$44.2K - $56.1K
15% of jobs
$57.4K is the 25th percentile. Wages below this are outliers.
$56.1K - $68K
15% of jobs
The median wage is $77.4K / yr.
$68K - $79.9K
15% of jobs
$79.9K - $91.9K
10% of jobs
$91.9K - $103.8K
9% of jobs
$108K is the 75th percentile. Wages above this are outliers.
$103.8K - $115.7K
11% of jobs
$115.7K - $127.6K
10% of jobs
$127.6K - $139.6K
5% of jobs
$139.6K - $151.5K
2% of jobs
$151.5K - $163.4K
1% of jobs
$32.2K
$87.6K
$163.4K
| Aspect | Cfa Portfolio Manager | Cfa Financial Analyst |
|---|---|---|
| Certifications | CFA Charter, possibly other certifications | CFA Charter, possibly other certifications |
| Work Environment | Investment firms, asset management companies | Financial institutions, research firms, banks |
| Primary Responsibilities | Managing investment portfolios, asset allocation | Analyzing securities, financial data, and market trends |
| Employer & Industry Usage | Asset management, hedge funds, pension funds | Investment banks, research firms, corporate finance |
The main difference is that a Cfa Portfolio Manager oversees investment portfolios and makes asset allocation decisions, while a Cfa Financial Analyst focuses on analyzing securities and providing investment insights. Both roles require the CFA Charter and are integral to investment firms, but they differ in daily responsibilities and scope of work.
For Cfa Portfolio Manager jobs in Michigan, the most frequently searched job titles are:
The top searched job categories for Cfa Portfolio Manager jobs in Michigan are:

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Finance and insurance
11 - 50 Employees
Bridgeville, PA, US
1995