Trust Portfolio Manager Reports To: Wealth Manager Position Summary The Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing ...
Trust Portfolio Manager Reports To: Wealth Manager Position Summary The Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing ...
Portfolio Manager
Mount Pleasant, MI · On-site
Trust Portfolio Manager Reports To: Wealth Manager Position Summary The Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing ...
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Portfolio Manager
Mount Pleasant, MI · On-site
Trust Portfolio Manager Reports To: Wealth Manager Position Summary The Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing ...
Portfolio Manager
Mount Pleasant, MI · On-site
Trust Portfolio Manager Reports To: Wealth Manager Position Summary The Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing ...
Portfolio Manager
Mount Pleasant, MI · On-site
Trust Portfolio Manager Reports To: Wealth Manager Position Summary The Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing ...
This is an excellent opportunity for a portfolio management professional with 2+ years of experience to join a high-growth initiative at the ground floor, gain exposure to advanced rebalancing and ...
This is an excellent opportunity for a portfolio management professional with 2+ years of experience to join a high-growth initiative at the ground floor, gain exposure to advanced rebalancing and ...
Portfolio Manager
Birmingham, MI · On-site
$120K - $135K/yr
The Portfolio Manager will be responsible for but not limited to the following activities. Primary responsibilities for this position will be that of Underwriting and Portfolio Management and ...
Portfolio Manager
Birmingham, MI · On-site
$120K - $135K/yr
The Portfolio Manager will be responsible for but not limited to the following activities. Primary responsibilities for this position will be that of Underwriting and Portfolio Management and ...
Portfolio Manager
Grand Rapids, MI · On-site
The Portfolio Manager will be responsible for managing and overseeing the company's retail real estate assets, including Meijer owned or leased spaces, outlots, development projects, and in-store ...
Portfolio Manager
Grand Rapids, MI · On-site
The Portfolio Manager will be responsible for managing and overseeing the company's retail real estate assets, including Meijer owned or leased spaces, outlots, development projects, and in-store ...
Portfolio Manager
Grand Rapids, MI · On-site
The Portfolio Manager will be responsible for managing and overseeing the company's retail real estate assets, including Meijer owned or leased spaces, outlots, development projects, and in-store ...
Portfolio Manager
Grand Rapids, MI · On-site
The Portfolio Manager will be responsible for managing and overseeing the company's retail real estate assets, including Meijer owned or leased spaces, outlots, development projects, and in-store ...
Portfolio Manager
Birmingham, MI · Hybrid
$120K - $135K/yr
How you'll succeed Client Relationship Management - Serve as the primary contact for portfolio-related issues, reporting, maintenance, and new requests on existing credit. Lead renewal activities and ...
Portfolio Manager
Birmingham, MI · Hybrid
$120K - $135K/yr
How you'll succeed Client Relationship Management - Serve as the primary contact for portfolio-related issues, reporting, maintenance, and new requests on existing credit. Lead renewal activities and ...
Portfolio Manager
Southfield, MI · On-site
$60K - $75K/yr
Overview As a Portfolio Manager, you will be responsible for overseeing our client's SFR investment portfolio, helping to make strategic decisions, and maximizing ROI. Duties - Regularly reporting on ...
Portfolio Manager
Southfield, MI · On-site
$60K - $75K/yr
Overview As a Portfolio Manager, you will be responsible for overseeing our client's SFR investment portfolio, helping to make strategic decisions, and maximizing ROI. Duties - Regularly reporting on ...
Portfolio Manager
Birmingham, MI · Hybrid
$120K - $135K/yr
How you'll succeed Client Relationship Management - Serve as the primary contact for portfolio-related issues, reporting, maintenance, and new requests on existing credit. Lead renewal activities and ...
Portfolio Manager
Birmingham, MI · Hybrid
$120K - $135K/yr
How you'll succeed Client Relationship Management - Serve as the primary contact for portfolio-related issues, reporting, maintenance, and new requests on existing credit. Lead renewal activities and ...
Portfolio Manager
Ann Arbor, MI · On-site
$89K - $110K/yr
Job Detail Job Opening ID 276669 Working Title Portfolio Manager Job Title Research Area Specialist Lead Work Location Ann Arbor Campus Ann Arbor, MI Modes of Work Mobile/Remote Full/Part Time ...
Portfolio Manager
Ann Arbor, MI · On-site
$89K - $110K/yr
Job Detail Job Opening ID 276669 Working Title Portfolio Manager Job Title Research Area Specialist Lead Work Location Ann Arbor Campus Ann Arbor, MI Modes of Work Mobile/Remote Full/Part Time ...
Portfolio Manager, Inventory Finance
Auburn Hills, MI · On-site
$70K - $97K/yr
The Portfolio Manager is responsible managing a portfolio of commercial floorplan dealers and vendor partners across truck, trailer, construction, and specialty vehicle segments supporting the ...
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Portfolio Manager, Inventory Finance
Auburn Hills, MI · On-site
$70K - $97K/yr
The Portfolio Manager is responsible managing a portfolio of commercial floorplan dealers and vendor partners across truck, trailer, construction, and specialty vehicle segments supporting the ...
Detroit, MI This position provides support to General Managers and Directors with respect to owner's interest in projects. Works toward maximizing revenue, profit and returns through knowledge of ...
Detroit, MI This position provides support to General Managers and Directors with respect to owner's interest in projects. Works toward maximizing revenue, profit and returns through knowledge of ...
Purpose The Portfolio Manager ? UAS is responsible for managing and growing the company?s UAS product and service portfolio from concept through commercialization. This role owns portfolio strategy ...
Purpose The Portfolio Manager ? UAS is responsible for managing and growing the company?s UAS product and service portfolio from concept through commercialization. This role owns portfolio strategy ...
Portfolio Manager
Detroit, MI · On-site
Detroit, MI This position provides support to General Managers and Directors with respect to owner's interest in projects. Works toward maximizing revenue, profit and returns through knowledge of ...
Portfolio Manager
Detroit, MI · On-site
Detroit, MI This position provides support to General Managers and Directors with respect to owner's interest in projects. Works toward maximizing revenue, profit and returns through knowledge of ...
Portfolio Manager
Detroit, MI · On-site
Detroit, MI This position provides support to General Managers and Directors with respect to owner's interest in projects. Works toward maximizing revenue, profit and returns through knowledge of ...
Portfolio Manager
Detroit, MI · On-site
Detroit, MI This position provides support to General Managers and Directors with respect to owner's interest in projects. Works toward maximizing revenue, profit and returns through knowledge of ...
Portfolio Manager - UAS
Madison Heights, MI · On-site
Purpose The Portfolio Manager UAS is responsible for managing and growing the companys UAS product and service portfolio from concept through commercialization. This role owns portfolio strategy ...
Portfolio Manager - UAS
Madison Heights, MI · On-site
Purpose The Portfolio Manager UAS is responsible for managing and growing the companys UAS product and service portfolio from concept through commercialization. This role owns portfolio strategy ...
Commercial Portfolio Manager II
Detroit, MI · On-site
The Portfolio Manager IIis responsible formanaging a portfolio of commercial loansand underwriting transactions. This position is accountable for the ongoing review and analysis of financial ...
Commercial Portfolio Manager II
Detroit, MI · On-site
The Portfolio Manager IIis responsible formanaging a portfolio of commercial loansand underwriting transactions. This position is accountable for the ongoing review and analysis of financial ...
Commercial Portfolio Manager II
Detroit, MI · On-site +1
The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties ...
Commercial Portfolio Manager II
Detroit, MI · On-site +1
The Commercial Portfolio Manager Portfolio Manager II - CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties ...
The Portfolio Manager IIis responsible formanaging a portfolio of commercial loansand underwriting transactions. This position is accountable for the ongoing review and analysis of financial ...
The Portfolio Manager IIis responsible formanaging a portfolio of commercial loansand underwriting transactions. This position is accountable for the ongoing review and analysis of financial ...
Portfolio Manager information
See Michigan salary details
$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
How much do portfolio manager jobs pay per year?
What is the difference between Portfolio Manager vs Financial Analyst?
| Aspect | Portfolio Manager | Financial Analyst |
|---|---|---|
| Required Credentials | Typically CFA, CFP, or similar certifications | Often CFA, CPA, or relevant finance degrees |
| Work Environment | Investment firms, asset management companies, banks | Corporations, investment banks, consulting firms |
| Employer & Industry Usage | Focus on managing investment portfolios for clients or firms | Focus on analyzing financial data to support investment decisions |
While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.
Do you need a CFA to be a portfolio manager?
What are some common challenges Portfolio Managers face when balancing multiple client portfolios?
What does a Portfolio Manager do?
What are the key skills and qualifications needed to thrive as a Portfolio Manager, and why are they important?
What Does a Portfolio Manager Do?
A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.
What does a portfolio manager actually do?
How do you become a portfolio manager?
How much money does a portfolio manager make?

Job description
Position Title: Trust Portfolio Manager
Reports To: Wealth Manager
Position SummaryThe Trust Portfolio Manager is responsible for overseeing client investment portfolios, participating in client meetings, preparing investment presentations and reviews, and presenting recommendations to the Investment Committee. This role supports client retention, portfolio management, investment analysis, and business development efforts while ensuring portfolios are managed in alignment with client objectives, account purposes, and applicable Investment Policy Statements.
Essential Duties and Responsibilities- Retain a book of business consisting primarily of investment management accounts.
- Manage client investment portfolios based on clients’ Investment Policy Statements and consistent with the purpose of each trust or account objective.
- Manage client relationships by providing a high level of client satisfaction.
- Create investment presentations and reviews for clients and prospects.
- Analyze and rebalance client portfolios on an ongoing basis to accomplish client objectives.
- Proactively communicate with clients.
- Perform investment analysis for due diligence, evaluate current investment strategies, develop new investment strategies, and make recommendations to the Investment Committee.
- Maintain a current awareness of the economy and investment strategies.Â
- Participate in the development of new investment accounts independently and with other trust staff.
- Prepare and provide investment reports and related materials to Trust Services employees.
- Bachelor’s degree, preferably in Finance, Accounting, Business, or a related field.
- Certified Financial Planner (CFP), Certified Trust and Financial Advisor (CTFA) designation or other relevant investment certification preferred.
- Minimum of five years of investment experience.
- Experience working with trust accounts, investment management accounts, or fiduciary relationships.
- Knowledge of portfolio construction, asset allocation, investment due diligence, and risk management practices.
- Ability to retain clients and develop new business.
- Goal-oriented, self-motivated, and able to manage priorities effectively.
- Demonstrates strong analytical, decision-making, and problem-solving skills.
- Ability to work effectively both independently and as part of a team.
- Strong written and verbal communication skills, including the ability to present investment information to clients, prospects, and internal stakeholders.
About Isabella Bank
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Mount Pleasant, MI, US
Year founded
1903