Portfolio Manager

First Merchants Corporation; Indianapolis (IN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

HSA/FSA

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Additional benefits

Job summary

First Merchants Bank is seeking a Portfolio Manager to oversee client portfolios, analyze securities, and select fiduciary investments. The role involves executing trades, maintaining asset mixes, and contributing to investment marketing and reporting materials.

Requirements include a Bachelor’s degree and 3 years of investments experience; CFA/CFP credentials are a plus. The team collaborates across divisions to serve clients and pursue growth opportunities.

Qualifications

• Bachelor’s degree required.
• Three years of related investments experience.
• CFA or CFP designation is a plus.

Responsibilities

• Manage investments of assigned client portfolios.
• Communicate with clients using multiple formats (verbal and written).
• Direct purchases and sales in accordance with policies and client directives.
• Administer asset mix per policies and directives.
• Contribute to investment marketing and reporting materials.
• Research and recommend Guidance Lists securities.
• Execute sales and purchases of securities.
• Coordinate with division personnel for client service.
• Support new business by investment research and aiding RFPs.

Skills

Portfolio management

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

• Manage investments of assigned client portfolios.
  • Communicate with clients using multiple formats (verbal - in person or by phone; written - electronic or paper)
  • 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.

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."\