Investment Portfolio Specialist

Job Title:
Investment Portfolio Specialist

Location and Work Type:
On-site in Birmingham, MI

Salary and Benefits:
Pay range starts at $85,000 annually, with a competitive benefits package including health, dental, and vision insurance, 401(k) matching, paid time off, and opportunities for professional growth.

Role Summary:
Our client is seeking a detail-oriented Investment Portfolio Specialist to manage and optimize their investment portfolios. This role involves analyzing performance metrics, developing investment strategies, and providing actionable insights to enhance portfolio returns. The ideal candidate will collaborate closely with team members to ensure alignment with the organization’s financial goals.

Required Qualifications:

• Bachelor’s degree in Finance, Economics, Business, or a related field.

• 2-4 years of experience in portfolio management or investment analysis.

• Proficiency in financial modeling and advanced Excel skills.

• Strong analytical and quantitative skills.

• Excellent communication and presentation abilities.

Desired Qualifications:

• CPA certification is preferred.

• Master’s degree or CFA certification is highly valued.

• Experience with portfolio management software and financial databases (e.g., Bloomberg, Morningstar).

• Knowledge of asset allocation strategies and risk management principles.

• Proven ability to work in a fast-paced environment with attention to detail.

EEO Statement:
Our client is an equal opportunity employer and values diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status.

Apply Now:
Take the next step in your career by applying today! Submit your resume to be considered for this exciting opportunity.