DTE Energy

Portfolio Manager II – Trust Investments

DTE Energy

full-time

Posted on:

Location Type: Hybrid

Location: Detroit • Missouri • United States

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Job Level

SeniorLead

About the role

  • DTE Trust Investments manages over $11B in assets including US/Global equities, fixed income, multi-asset/hedge funds, and private markets.
  • Responsible for the investment menu for DTE’s 401(k) plan, there are 5 primary pools of assets Trust Investments has discretionary responsibility for.
  • Leads and/or is a key contributor to asset allocation or asset-liability studies.
  • Responsible for all aspects of investment sourcing, underwriting, due diligence, and ongoing monitoring for assigned asset classes.
  • Participates in the determination of appropriate benchmarks for performance and risk measurement.
  • Develops and maintains relationships with investment managers and the institutional investment community.
  • Independently leads legal reviews and negotiations of investment management agreements.
  • Prepares, presents, and defends compelling recommendations to Senior Management and the Investment Committee.
  • Represents the enterprise at investment industry events and with investment organizations.
  • Serves as a senior member of the Trust Investments team.

Requirements

  • Bachelor's degree in Business, Finance or other business-related or analytical / technical discipline and at least 8 years of experience in business/financial or quantitative analysis, inclusive of at least 6 years of investment experience.
  • MBA and at least 6 years’ experience in business/financial or quantitative analysis inclusive of at least 6 years of investment experience.
  • CFA/CAIA certification can count towards 2 years of investment experience requirement.
  • Experience working with PowerPoint, Excel and Word.
Benefits
  • Hybrid Role: This role is hybrid, with an established schedule of in-person work required at an assigned work location.
  • Emergency Response: Must be available to perform a primary assignment in support of DTE’s emergency response to storms or other events that impact service to our customers.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment sourcingunderwritingdue diligenceasset allocationperformance measurementrisk measurementfinancial analysisquantitative analysis
Soft Skills
relationship managementnegotiationpresentation skillsdefense of recommendationsleadership
Certifications
CFACAIA