Top 9 Financial and Investment Analysts Jobs in Grand Rapids, MI

Investment Analyst / Portfolio Manager
StreamSong Advisors —Grand Rapids, MI
- From $75,000 a year
- Full-time
- 5 years
- Research
- Office
- 401(k)
Quick Apply
2d
Credit Analyst I
Union Bank of Michigan —Grand Rapids, MI
- Full-time
- Bachelor of Science
- Data analysis skills
- Office
Quick Apply
Treasury Analyst
SpartanNash —Byron Center, MI
- Full-time
- Microsoft Word
- Oracle
- Research
Quick Apply
12d
Credit Analyst II
Horizon Bank —Grand Rapids, MI
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
Commercial Portfolio Risk Analyst
Horizon Bank —Grand Rapids, MI
- Full-time
- Office
- Finance
- Analysis skills
Quick Apply
Lead Reporting Analyst
Deloitte —Grand Rapids, MI
- $84,300 - $140,600 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree

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Credit Analyst
First National Bank of Michigan Kalamazoo, Grand Rapids, Holland & Lansing —Kalamazoo, MI
Under limited supervision, the Credit Analyst will review and analyze financial statements and perform credit analysis for commercial lenders in a timely and…
$51,000 - $63,000 a year
Quick Apply
6d
Investment Analyst / Portfolio Manager
StreamSong Advisors —Grand Rapids, MI
Meet with existing clients as needed to review portfolios and answer investment-related questions. Develop and maintain risk analysis frameworks and conduct…
From $75,000 a year
Quick Apply
2d

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Credit Analyst
Buckeye State Bank —Powell, OH
Knowledge of financial statement analysis, cash flow analysis, and credit reporting. *Credit Analysis:* Review credit reports, tax returns, financial statements…
Quick Apply
5d
Investment Analyst, Enterprise Portfolio Management
Nationwide —Columbus, OH
Education: Bachelor’s degree in finance, economics, or a related field. Actively engage and debate how such changes create risks that could impact future…
9d

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Financial and Investment Analysts jobs near Grand Rapids, MI

Investment Analyst / Portfolio Manager

StreamSong Advisors
Grand Rapids, MI

Quick Apply

Job Details

Full-time
From $75,000 a year
2 days ago

Benefits

401(k)

Qualifications

AI tools proficiency
Financial client presentations
Research
Analysis skills
Presentation skills
Attention to detail
Relationship management
Productivity software
Strategic asset allocation in risk management
Quantitative analysis

Full Job Description

About the Role

We are a fast-growing boutique wealth management firm seeking an experienced, investment-focused portfolio manager to join our team. We manage custom investment portfolios in-house and you will be part of that process. You will be responsible for managing and analyzing existing portfolios along with our 401(k)s, with a focus on delivering thoughtful, research-driven portfolio management. You will not have a sales goal but you will be assisting our business development efforts by articulating the benefit of our investment philosophy to prospective clients.

What You'll Do

Manage and monitor client investment portfolios across a range of risk profiles and financial goals. Develop and maintain risk analysis frameworks and conduct ongoing portfolio risk assessments. Generate investment performance reports and client-facing portfolio summaries. Conduct securities research and make asset allocation recommendations. Stay current on market conditions, economic trends, and investment opportunities. Meet with existing clients as needed to review portfolios and answer investment-related questions. Collaborate with the advisory team on investment strategy and planning.

What We're Looking For

Progress toward the CFA designation is required. Five or more years of investment experience, ideally in client facing portfolio management. Deep expertise in portfolio construction, asset allocation, and risk management. Strong analytical and quantitative skills with proficiency in Microsoft Office and AI tools. Comfortable presenting to and communicating with clients in a professional setting. Must be local to West Michigan or willing to relocate, as this is an in-person role. Self-directed and detail-oriented with a preference for doing the investment work rather than chasing leads.

What This Role Is Not

This is not a sales position. You will not be expected to prospect for new clients or grow a book of business. Your success will be measured by investment performance, analytical quality, and the care you bring to our existing client relationships.

Compensation

Competitive salary commensurate with experience.

Pay: From $75,000.00 per year

Work Location: In person

Quick Apply

Refine Your Search

Financial and Investment Analysts jobs in Grand Rapids, MI

Investment Analyst / Portfolio Manager

Credit Analyst I

Treasury Analyst

Credit Analyst II

Commercial Portfolio Risk Analyst

Lead Reporting Analyst

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