... service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers. Responsibilities: Supports ...
New
... service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers. Responsibilities: Supports ...
New
... service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers. Responsibilities: Supports ...
New
... service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers. Responsibilities: Supports ...
... service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers. Responsibilities: Supports ...
Mentor to more junior team members including Credit Analysts,Associates and Principals * Performs ... Experience managing an advanced commercial client portfolio with a degree of complexity. * Ability ...
Mentor to more junior team members including Credit Analysts,Associates and Principals * Performs ... Experience managing an advanced commercial client portfolio with a degree of complexity. * Ability ...
The Strategy & Portfolio Management team is aligned with the C-suite at Whirlpool and drives ... Bachelor's Degree * 3+ years of Business Analyst / Associate experience * 2+ years of experience in ...
The Strategy & Portfolio Management team is aligned with the C-suite at Whirlpool and drives ... Bachelor's Degree * 3+ years of Business Analyst / Associate experience * 2+ years of experience in ...
Lansing, MI · On-site
$60 - $80/hr
Maintain CRM and portfolio management systems with accurate client information. * Bachelor's degree in Finance, Economics, Accounting, or a related field * 1-3 years of experience in financial ...
Lansing, MI · On-site
$60 - $80/hr
Maintain CRM and portfolio management systems with accurate client information. * Bachelor's degree in Finance, Economics, Accounting, or a related field * 1-3 years of experience in financial ...
Southfield, MI · On-site
$15.25 - $20.25/hr
Overview The Asset Management Associate will support the financial and operational performance of a portfolio of MH and/or RV assets through detailed analysis, reporting, and cross-functional ...
Southfield, MI · On-site
$15.25 - $20.25/hr
Overview The Asset Management Associate will support the financial and operational performance of a portfolio of MH and/or RV assets through detailed analysis, reporting, and cross-functional ...
$15.25 - $20.25/hr
Overview The Asset Management Associate will support the financial and operational performance of a portfolio of MH and/or RV assets through detailed analysis, reporting, and cross-functional ...
$15.25 - $20.25/hr
Overview The Asset Management Associate will support the financial and operational performance of a portfolio of MH and/or RV assets through detailed analysis, reporting, and cross-functional ...
Lansing, MI · On-site
Maintain CRM and portfolio management systems with accurate client information. Requirements * Bachelor's degree in Finance, Economics, Accounting, or a related field. * 1-3 years of experience in ...
Lansing, MI · On-site
Maintain CRM and portfolio management systems with accurate client information. Requirements * Bachelor's degree in Finance, Economics, Accounting, or a related field. * 1-3 years of experience in ...
Lansing, MI · On-site
Maintain CRM and portfolio management systems with accurate client information. Requirements * Bachelor's degree in Finance, Economics, Accounting, or a related field. * 1-3 years of experience in ...
Quick apply
Lansing, MI · On-site
Maintain CRM and portfolio management systems with accurate client information. Requirements * Bachelor's degree in Finance, Economics, Accounting, or a related field. * 1-3 years of experience in ...
Southfield, MI · On-site
$15.25 - $20.25/hr
Overview The Asset Management Associate will support the financial and operational performance of a portfolio of MH and/or RV assets through detailed analysis, reporting, and cross-functional ...
Southfield, MI · On-site
$15.25 - $20.25/hr
Overview The Asset Management Associate will support the financial and operational performance of a portfolio of MH and/or RV assets through detailed analysis, reporting, and cross-functional ...
Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk ... Provide guidance and feedback to Analysts and Associates as appropriate. * Gather and prepare data ...
Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk ... Provide guidance and feedback to Analysts and Associates as appropriate. * Gather and prepare data ...
Grand Rapids, MI · Hybrid
$15.25 - $20.25/hr
... Wealth Management Associate in our St. Joe, Michigan or Grand Rapids, Michigan office . In this ... In this role, you will understand how processes and products work together in a client's portfolio.
Grand Rapids, MI · Hybrid
$15.25 - $20.25/hr
... Wealth Management Associate in our St. Joe, Michigan or Grand Rapids, Michigan office . In this ... In this role, you will understand how processes and products work together in a client's portfolio.
Detroit, MI · On-site
Global Advisor Portfolio Manager provides analytical, portfolio management, underwriting and ... compliance management support within the Global Specialty Products Team. Duties and ...
Detroit, MI · On-site
Global Advisor Portfolio Manager provides analytical, portfolio management, underwriting and ... compliance management support within the Global Specialty Products Team. Duties and ...
Continue to manage client portfolios as set forth in the wealth management plan using asset ... Wealth Management Associates have regular contact with most areas of the company; however, high ...
Quick apply
Continue to manage client portfolios as set forth in the wealth management plan using asset ... Wealth Management Associates have regular contact with most areas of the company; however, high ...
Detroit, MI · On-site
$70K - $140K/yr
... for the management of a portfolio of commercial loans within the Corporate, Specialty and ... The Associate Director will frequently collaborate with internal partners including Relationship ...
Detroit, MI · On-site
$70K - $140K/yr
... for the management of a portfolio of commercial loans within the Corporate, Specialty and ... The Associate Director will frequently collaborate with internal partners including Relationship ...
Detroit, MI · On-site
$70K - $140K/yr
... for the management of a portfolio of commercial loans within the Corporate, Specialty and ... The Associate Director will frequently collaborate with internal partners including Relationship ...
Detroit, MI · On-site
$70K - $140K/yr
... for the management of a portfolio of commercial loans within the Corporate, Specialty and ... The Associate Director will frequently collaborate with internal partners including Relationship ...
The Wealth Management Associate will provide general support to the various Senior Wealth ... Continue to manage client portfolios as set forth in the wealth management plan using asset ...
The Wealth Management Associate will provide general support to the various Senior Wealth ... Continue to manage client portfolios as set forth in the wealth management plan using asset ...
Dearborn, MI · On-site
Concierge, Reception / Switchboard, Room Management, A/V Support, Meeting & Event Management ... Negotiates with clients, partners, and associates to resolve conflicting priorities. Sets goals and ...
Dearborn, MI · On-site
Concierge, Reception / Switchboard, Room Management, A/V Support, Meeting & Event Management ... Negotiates with clients, partners, and associates to resolve conflicting priorities. Sets goals and ...
The Associate Director, Program Budget Delivery Lead is a content-level leadership role embedded ... Manage timely entry and exit points for initial and subsequent Program Budget updates, working in ...
The Associate Director, Program Budget Delivery Lead is a content-level leadership role embedded ... Manage timely entry and exit points for initial and subsequent Program Budget updates, working in ...
Benton Harbor, MI · On-site
$125 - $150/hr
The Strategy & Portfolio Management team is aligned with the C-suite at Whirlpool and drives ... Bachelor's Degree* 3+ years of Business Analyst / Associate experience* 2+ years of experience in ...
Benton Harbor, MI · On-site
$125 - $150/hr
The Strategy & Portfolio Management team is aligned with the C-suite at Whirlpool and drives ... Bachelor's Degree* 3+ years of Business Analyst / Associate experience* 2+ years of experience in ...
$8.17 - $9.94
2% of jobs
$9.94 - $11.71
6% of jobs
$13.09 is the 25th percentile. Wages below this are outliers.
$11.71 - $13.49
21% of jobs
The median wage is $14.83 / hr.
$13.49 - $15.26
27% of jobs
$15.26 - $17.03
18% of jobs
$17.11 is the 75th percentile. Wages above this are outliers.
$17.03 - $18.80
12% of jobs
$18.80 - $20.57
5% of jobs
$20.57 - $22.34
3% of jobs
$22.34 - $24.11
2% of jobs
$24.11 - $25.88
2% of jobs
$25.88 - $27.66
1% of jobs
$8
$16
$27
| Aspect | Portfolio Management Associate | Investment Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, possibly CFA Level I | Bachelor's degree, often pursuing CFA or related certifications |
| Work Environment | Financial firms, asset management companies | Research firms, investment banks, asset managers |
| Primary Responsibilities | Supporting portfolio strategies, trade execution, client reporting | Analyzing securities, market research, financial modeling |
While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.
The most popular types of Portfolio Management jobs in Michigan are:
For Portfolio Management Associate jobs in Michigan, the most frequently searched job titles are:
The top searched job categories for Portfolio Management Associate jobs in Michigan are:
Cities in Michigan with the most Portfolio Management Associate job openings:

Full-time
Posted 2 days ago
New
8.3
Based on 537 frontline employees who took The Breakroom Quiz
48th of 175 rated banks
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for assisting the Portfolio Management team in providing integrated investment advice and portfolio management services. Key responsibilities include coordinating the internal delivery of investment services through the appropriate channels, seeking out new business opportunities from existing books of business, and assisting other service associates as needed. Job expectations include serving as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.
Responsibilities:
Supports aspects of the client portfolio including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, and investment reviews
Assists with engaging clients to review investment performance and anticipated market changes based on economic and industry analysis
Performs market analysis, gathers insights, and recommends strategies to support client's investment goals
Supports Portfolio Managers with conducting portfolio composition analysis, asset allocation monitoring, and ensuring investment policy statement quality and completeness
Manages and/or executes client investment transactions, while leveraging expertise in portfolio management
Coordinates with client teams and partners to deliver an integrated service to the client, while identifying and resolving issues in an effective and timely manner
Qualifications:
Skills:
Risk Management
Critical Thinking
Customer and Client Focus
Prioritization
Problem Solving
Attention to Detail
Business Acumen
Collaboration
Decision Making
Written Communications
Active Listening
Analytical Thinking
Networking
Organizational Effectiveness
Result Orientation
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40Get the full story on Breakroom
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Finance and insurance
10,000+ Employees
Charlotte, NC, US