Associate Portfolio Manager

Location: Troy, MI (In-Office)

Secure Asset Management is seeking an Associate Portfolio Manager to support portfolio trading, investment research, performance reporting, and advisor support. This role is ideal for an early-career investment professional who is detail-oriented, analytical, and comfortable working in a fast-paced environment.

Responsibilities

Execute block trades and portfolio rebalances across client accounts
Support portfolio monitoring and trading activity across custodial platforms
Prepare investment analysis and comparisons for advisors and prospective clients
Maintain and produce performance reports for proprietary portfolios
Execute mutual fund share class conversions
Research investment ideas and support Portfolio Management initiatives
Assist with firmwide projects and data analysis

Qualifications

0–3 years of experience in financial services or investment management
Bachelor’s degree in Finance, Economics, or related field
Intermediate to advanced Excel skills
Series 65 required
Bloomberg experience a plus
Strong attention to detail and organizational skills
Ability to thrive in a fast-paced, deadline-driven environment

Job Type: Full-time

Pay: $70,433.01 - $80,736.53 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off

License/Certification:

Series 65 (Required)

Work Location: In person

Secure Financial Group

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Associate Portfolio Manager