Portfolio Manager

First Merchants Bank; Indianapolis (IN); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Bonuses

Medical Insurance

Dental Insurance

Vision Insurance

401k

HSA/FSAs

Vacation time

Paid Holidays

Parental Leave

Tuition Reimbursement

Job summary

First Merchants Bank is seeking a Portfolio Manager to join our team. You will manage client portfolios, analyze securities, and select fiduciary investments in line with policy and client directives.

The ideal candidate holds a Bachelor's degree and at least three years of investments experience; CFA/CFP are a plus. We offer base pay with bonuses and a comprehensive benefits package including 401k and health coverage.

Qualifications

• Bachelor's degree required.
• 3 years of related investments experience.

Responsibilities

• Manage investments of assigned client portfolios.
• Communicate with clients using multiple formats (verbal, written).
• Direct purchases and sales in accordance with company policies and client directives.
• Administer asset mix in accordance with company policies and client directives.
• Contribute to content and format of investment marketing and reporting material.
• Research, review and make recommendations on Guidance Lists securities.
• Execute sales/purchases of securities.
• Coordinate with other division personnel in team approach to client service.
• Supplement new business efforts by investment research and aid in completing RFPs.

Skills

Investment analysis

Client communication

Education

Bachelor's degree

Job description

First Merchants Bank is seeking a Portfolio Manager to join our team! This position will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments.

Essential Duties and Responsibilities:

1. Manage investments of assigned client portfolios.
   1. Communicate with clients using multiple formats (verbal - in person or by phone; written - electronic or paper)
   2. Direct purchases and sales in accordance with company policies and client directives.
   3. Administer asset mix in accordance with company policies and client directives.
2. Contribute to content and format of investment marketing and reporting material.
3. Research, review and make recommendations on Guidance Lists securities.
4. Execute sales/purchases of securities.
5. Coordinate with other division personnel in team approach to client service.
6. Supplement new business efforts by investment research and aid in completing RFPs.

In order to be successful in this position, we require the following:

• Bachelor's degree.
• Three (3) years of related investments experience.

The following would be a plus:

• Chartered Financial Analyst (CFA)
• Certified Financial Planner (CFP)

First Merchants offers the following:

• Base Pay PLUS Bonuses
• Medical, Dental and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• Paid Parental Leave
• Tuition Reimbursement
• Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.