Portfolio Manager

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

Benefits offered by this job

Medical, Dental and Vision Insurance

401k

Health Savings and Flexible Spending

Vacation/Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Bank is seeking a Portfolio Manager to join our team in Indianapolis, IN. The role will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments.

Essential duties include managing client portfolios, communicating with clients, directing trades, and aligning asset mixes with policies and directives, while contributing to marketing, research, and new business support.

Qualifications

• Minimum 3 years of investments experience.

Responsibilities

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

Skills

Portfolio management

Investments analysis

Client communication

Financial modeling

Education

Bachelor's degree in Finance

CFA designation (preferred)

Tools

None

Job description

Indianapolis HQ
Indianapolis, IN 46240, USA

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:

• Three (3) years of related investments experience.

The following would be a plus:

• Chartered Financial Analyst (CFA)

First Merchants offers the following:

• Medical, Dental and Vision Insurance
• 401k
• Health Savings and Flexible Spending Accounts
• Vacation/Sick Time
• Paid Holidays
• 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.