DTE Energy · 18 hours ago
Portfolio Manager II - Trust Investments
Detroit, MI
Full-time
Hybrid
Senior Level
6+ years expDTE Energy is one of the nation’s largest diversified energy companies, committed to creating a cleaner, healthier environment. The Portfolio Manager II - Trust Investments will manage over $11B in assets, contribute to investment strategy, and oversee multiple asset pools while leading the workflow of others within the team.
EnergyEnergy EfficiencyIndustrialOil and Gas
Responsibilities
Leads and/or is a key contributor to asset allocation or asset-liability studies to determine the overall strategic asset allocation of each trust
Responsible for all aspects of investment sourcing, underwriting, due diligence, and ongoing monitoring for assigned asset classes (typically more complex such as hedge funds and/or private markets) including compliance with all policies regarding documentation of these activities
Participates in the determination of appropriate benchmarks for performance and risk measurement and leads evaluation of investment managers’ risk and returns against policy objectives and benchmarks. Includes recommendations for termination of managers when necessary
Develops and maintains relationships with top investment managers and the general institutional investment community to stay on top of trends and potentially enable access to top funds/managers
Independently leads legal reviews and negotiation of investment management agreements, contracts, and other documentation with the assistance of outside counsel
Performs periodic asset class reviews with assistance of external consultant and presents results to Investment Committee
Pro-actively identifies and researches new strategic initiatives and investment opportunities
Prepares, presents, and defends compelling, well-reasoned recommendations to Senior Management and the Investment Committee
Leads periodic Requests for Proposals (RFPs) for external service providers as necessary
Represents the enterprise at investment industry events and with investment organizations
Serves as a senior member of the Trust Investments team
Qualification
Required
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 OR
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
Advanced understanding of finance and financial markets, general knowledge of Employee Retirement Income Security Act (ERISA), aspects of risk, and investment portfolio theory
Ability to work independently on complex investment issues, including identifying proper resources to engage (external consultants, legal, tax, etc.) and driving toward resolution
Ability to work professionally with individuals at all levels of the corporation and with outside consultants and service providers, managing the work and budget
Team player that prioritizes the success of the team over their own individual success
Proficiency in verbal, written, and presentation skills
Strong analytical and problem-solving skills
Intellectual curiosity and interest in lifelong learning
PC proficiency, including experience with MS Office Products. Intermediate to advanced Excel skills
Strong focus on continuous improvement, including desire to put in work so processes are more sustainable and error-free in the future
Ability to travel for business purposes outside of the service area (Up to 10%)
Preferred
MBA or advanced degree
CFA, CAIA or CPA designations, or progress towards designations
Experience managing investments as part of an asset owner organization (Pension, Endowment, Foundation, Family Office, etc.)
Interest in or experience with data science and/or relational databases is a plus
Benefits
401(k)
Company
DTE Energy
DTE Energy provides gas & electric utility services to MI homes and businesses.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$8.17BKey Investors
US Department of Energy
2025-11-18Post Ipo Debt· $400M
2025-09-08Post Ipo Debt· $600M
2025-01-16Post Ipo Debt· $7.17B
Leadership Team
David Ruud
Chief Financial Officer
Diane Antishin
Vice President, HR Operations and Chief Diversity and Inclusion Officer
Recent News
Small Business Trends
2026-01-04
2025-12-28
Company data provided by crunchbase