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:
Work Location: In person
