What are the responsibilities and job description for the Portfolio Manager position at Secure Asset Management?
Portfolio Manager
Location: Troy, Michigan
Work Arrangement: Full-Time, In-Person
About Secure Asset Management
Secure Asset Management, LLC is an SEC-registered investment advisor committed to providing advisors and their clients with sophisticated investment solutions, personalized service, and a high level of support.
As our firm continues to grow, we are seeking a talented and motivated Portfolio Manager to join our investment team. This is an opportunity to play an important role within a growing organization, work closely with experienced financial professionals, and contribute directly to the investment solutions we provide to advisors and their clients.
Position Overview
The Portfolio Manager will be responsible for portfolio management, trading, investment analysis, and advisor support. This individual will work closely with our Investment Committee and financial advisors to implement investment strategies, manage and rebalance portfolios, evaluate investment opportunities, and develop customized solutions for high-net-worth clients.
We are looking for someone who combines strong analytical and investment skills with exceptional attention to detail. The successful candidate will be proactive, collaborative, and comfortable taking ownership of responsibilities in a fast-paced, growth-oriented environment.
Key Responsibilities
- Manage day-to-day portfolio trading, implementation, monitoring, and rebalancing activities.
- Collaborate with the Investment Committee on portfolio construction, investment strategy, research, and implementation.
- Identify opportunities to improve trading processes, portfolio management procedures, accuracy, and operational efficiency.
- Partner directly with financial advisors to develop customized investment strategies for high-net-worth individuals and families.
- Analyze client portfolios, financial objectives, risk tolerance, investment needs, and other information provided by advisors.
- Provide thoughtful portfolio analysis and investment recommendations based on each client's financial circumstances and objectives.
- Evaluate investment products, strategies, asset allocation, and portfolio positioning.
- Prepare professional, customized investment proposals and portfolio recommendations for advisors to present to clients.
- Serve as an investment resource for advisors by helping them evaluate portfolio strategies and communicate investment recommendations.
- Monitor portfolios and market conditions and identify opportunities for appropriate portfolio adjustments.
- Maintain a high level of accuracy, organization, and attention to detail while managing multiple priorities.
- Contribute ideas and expertise as the firm's investment platform, advisor network, and assets under management continue to grow.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Series 65 or Series 66 license.
- Minimum of 2 years of relevant portfolio management, investment management, trading, or wealth management experience.
- Strong understanding of investment products, portfolio construction, asset allocation, and financial markets.
- Excellent analytical and problem-solving skills.
- Exceptional attention to detail and commitment to accuracy.
- Strong written and verbal communication skills.
- Ability to collaborate effectively with advisors, investment professionals, and senior leadership.
- Ability to prioritize responsibilities and perform effectively in a fast-paced environment.
Preferred Qualifications
Candidates with one or more of the following will receive additional consideration:
- CFA designation or progress toward the CFA designation.
- CFP® certification.
- CIMA® certification.
- MBA or other relevant advanced degree.
- Experience working with high-net-worth clients.
- Experience within an RIA, wealth management firm, or institutional investment environment.
What We Offer
At Secure Asset Management, you will have the opportunity to join a growing organization where your ideas, expertise, and contributions can have a meaningful impact. You will work closely with our advisors, Investment Committee, and leadership team while helping shape investment solutions for clients across our expanding organization.
Our benefits include:
- 401(k)
- Health insurance
- Dental insurance
- Vision insurance
- Paid time off
- Professional and career development opportunities
- Opportunity for increased responsibility as the firm continues to grow
The Candidate We're Looking For
The ideal candidate is more than technically capable. We are looking for someone who is driven, intellectually curious, detail-oriented, and committed to excellence. You should enjoy solving investment challenges, collaborating with others, and taking ownership of your work.
If you are looking for an opportunity to build your career with a growing investment advisory firm and make a meaningful contribution to its continued success, we would like to hear from you.
Work Location: In person – Troy, MI 48084
Pay: $110,000.00 - $160,000.00 per year
Benefits:
- 401(k)
- Health insurance
Work Location: In person
Salary : $110,000 - $160,000