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Cfa Portfolio Manager Jobs in Michigan (NOW HIRING)

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 ...

CFA - Level 1 Tutor

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 ...

CFA - Level 1 Tutor

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 ...

CFA - Level 1 Tutor

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 ...

Investment Analyst

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 ...

Wealth Advisor IV

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 ...

Director of Asset Allocation

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 ...

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 ...

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Showing results 1-20

Cfa Portfolio Manager information

See Michigan salary details

$32.2K

$87.6K

$163.4K

How much do cfa portfolio manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for cfa portfolio manager in Michigan is $87,559.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,100.00 and $113,300.00 per year, depending on experience, location, and employer.

What is the difference between Cfa Portfolio Manager vs Cfa Financial Analyst?

AspectCfa Portfolio ManagerCfa Financial Analyst
CertificationsCFA Charter, possibly other certificationsCFA Charter, possibly other certifications
Work EnvironmentInvestment firms, asset management companiesFinancial institutions, research firms, banks
Primary ResponsibilitiesManaging investment portfolios, asset allocationAnalyzing securities, financial data, and market trends
Employer & Industry UsageAsset management, hedge funds, pension fundsInvestment 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.

Is CFA good for portfolio management?

The CFA designation is highly regarded in portfolio management as it provides in-depth knowledge of investment analysis, ethics, and portfolio strategies. Many employers prefer or require CFA charterholders for senior investment roles, and the certification demonstrates a strong commitment to industry standards and expertise. However, practical experience and other skills like risk management and financial modeling are also important for success in the field.

Is a CFA portfolio manager a high position?

A CFA portfolio manager is considered a high-level position within the finance industry, responsible for overseeing investment portfolios and making strategic decisions. It typically requires advanced certifications like the CFA designation, significant experience, and strong analytical skills, reflecting a senior role in asset management or investment firms.

What is a CFA portfolio manager?

A CFA portfolio manager is a professional responsible for managing investment portfolios, making decisions on asset allocation, security selection, and risk management based on financial analysis and market research. They often hold the Chartered Financial Analyst (CFA) designation and use tools like financial modeling and research to meet clients' investment goals. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What are popular job titles related to Cfa Portfolio Manager jobs in Michigan?

For Cfa Portfolio Manager jobs in Michigan, the most frequently searched job titles are:

Infographic showing various Cfa Portfolio Manager job openings in Michigan as of August 2026, with employment types broken down into 82% Full Time, 13% Part Time, 2% Temporary, 2% Contract, and 1% Nights. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $87,559 per year, or $42.1 per hour.

Client Portfolio Manager

Waldron Private Wealth

Plymouth, MI • On-site

Full-time

Posted 4 days ago


Job description

Waldron Private Wealth (Waldron) is looking for a Client Portfolio Manager to provide investment portfolio management services, oversee the preparation of trades, rebalancing, and day-to-day management of client portfolios. This role will have a key focus on performance analysis and risk management that seeks to ensure a client's portfolio aligns with their investment objectives, risk tolerance, and firm guidelines.
In this role you will:
  1. Perform client portfolio management duties as assigned, including rebalancing, cash management, allocation changes, and performance reporting.
  2. Manage the activities and execution of the investment functions for a variety of clients.
  3. Develop portfolio allocation recommendations and oversee delivery of those recommendations.
  4. Develop and monitor custom portfolio strategies.
  5. Communicate with clients (ex.emails, meetings, phone calls, etc.) on an as needed basis regarding portfolio strategies, performance, and the market environment.
  6. Provide top-level investment concierge services to existing clients.
  7. Coordinate and collaborate with all firm departments to develop a wholistic plan for client engagements.
  8. Support the goals and visions outlined by the Investment Committee impacting the Portfolio Management team.

Experience/Education Requirements:
  1. Bachelor's Degree in finance or related field required.
  2. Minimum of eight (8) years of investment or wealth management experience required. Ten (10) years preferred.
  3. Four (4) years of experience in the UHNW space preferred.
  4. CFA charterholder, CFP® professional, or another approved advanced credential required.
  5. Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP®, ChFC, PFS, CFA, CIC, Series 65, or Series 66).