Generalist Equities Portfolio Manager
Generalist Equities Portfolio Manager - $1bn+ Independent Investment Advisory Firm
Location: Detroit, Michigan
Succession Hire | Complete Investment Autonomy | Long‑Term Growth Opportunity
Our client, a highly respected independent investment advisory firm with over $1bn AUM, is seeking a Generalist Equities Portfolio Manager to join their long‑tenured, family‑style organization. With 50+ years of successful investing, this firm is known for its concentrated, high‑conviction, long‑term equity portfolios, and a culture built on integrity, collaboration, and multi‑decade career tenures.
This is a rare opportunity to step into a succession-track role, shaping the firm's future for the next decade and beyond.
The Opportunity
The incoming Portfolio Manager will oversee a high-conviction, growth & income-focused U.S. equities portfolio, managing both idea generation and investment execution with full autonomy over their book.
You'll join a stable, deeply experienced investment team that values thoughtful, research-driven investing, low turnover, and long-term compounding. With minimal red tape and a flat structure, the firm empowers PMs to invest with conviction and independence.
You will also take on a client-facing role, working directly with the firm's UHNW families and institutional clients, providing insight into your portfolio strategy and long‑term thinking.
Key Responsibilities
- Manage a concentrated generalist equity portfolio ($100mm+), focused primarily on U.S.-listed equities
- Generate, research, and execute high-conviction investment ideas
- Maintain a long-term, fundamentals-driven approach consistent with the firm's philosophy
- Communicate portfolio insights to UHNW and institutional clients
- Contribute to the firm's succession and long-term growth trajectory
- Uphold the firm's values of stewardship, integrity, and multigenerational perspective
Ideal Candidate Profile
- Proven track record managing a high-concentration, generalist equities portfolio of $100mm+
- Experience with growth and income-oriented investment strategies
- Long-term investor with a disciplined research approach and conviction-driven mindset
- Comfortable with a high degree of autonomy and accountable decision-making
- Strong communicator with UHNW and institutional client experience
- Desire to join a tight-knit, collaborative, low-ego culture for the long term
- Ambition to grow with the firm, with potential partnership opportunities over time
Why This Firm?
- 50+ years of proven success with a stable, loyal client base
- Independent, privately held structure - no bureaucracy
- High autonomy, low turnover, and deep trust in investment professionals
- Succession hire with long-term runway and career-defining opportunity
- Potential for partnership for the right candidate
- Highly competitive compensation and long-term incentive structure
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your CV and details on file so when we see similar roles or see skillsets that drive growth in organisations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.Â
That's why we recommend registering your CV so you can be considered for roles that have yet to be created.Â
Yes, we help with CV and interview preparation. From customised support on how to optimise your CV to interview preparation and compensation negotiations, we advocate for you throughout your next career move.