Portfolio Manager: Client-Focused Investment Strategy

First Merchants Brand; Indianapolis (IN); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Health Savings Account

Flexible Spending Accounts

Vacation Time

Sick Time

Paid Holidays

Tuition Reimbursement

Additional Benefits

Job summary

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

Essential duties include managing client portfolios, communicating with clients, and executing purchases/sales in alignment with policies and directives. CFA designation is a plus and benefits include 401k, health coverage, and tuition reimbursement.

Qualifications

• Three (3) years of related investments experience.
• CFA designation would be a plus.

Responsibilities

• Manage investments of assigned client portfolios.
• Communicate with clients using multiple formats (in person, phone, 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 investment marketing and reporting material.
• Research, review and recommend on Guidance Lists securities.
• Execute sales/purchases of securities.
• Coordinate with other division personnel in a team-based client service approach.
• Support new business efforts with investment research and by assisting in completing RFPs.

Skills

Portfolio management

Client communication

Investment analysis

Securities execution

RFP support

Job description

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

Essential duties include managing client portfolios, communicating with clients, and executing purchases/sales in alignment with policies and directives. CFA designation is a plus and benefits include 401k, health coverage, and tuition reimbursement.