Portfolio Manager — Client Investments & Strategy

First Merchants Corporation; Indianapolis (IN); On-site; USD 85,000 - 140,000; Full time

Benefits offered by this job

Base Pay

Bonuses

Medical insurance

Dental insurance

Vision insurance

401k

Health Savings Account

Flexible Spending Account

Vacation/Sick Time

Paid Holidays

Paid Parental Leave

Tuition Reimbursement

Additional Benefits

Job summary

First Merchants Bank in Indianapolis seeks a Portfolio Manager to oversee client portfolios, analyze securities, and select appropriate fiduciary investments. You will manage buy/sell decisions and maintain asset allocations in line with policy, while communicating effectively with clients and supporting reporting materials.

With responsibilities spanning client service, investment research, and RFP support, the role emphasizes rigorous analysis and collaboration within a fiduciary team.

Qualifications

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

Responsibilities

• Manage investments of assigned client portfolios.
• Communicate with clients across formats (verbal, written).
• Direct purchases and sales per policies and directives.
• Administer asset mix per policies and directives.
• Coordinate with division personnel to serve clients.
• Contribute to investment marketing and reporting material.
• Support RFPs with investment research.

Skills

Investments experience

Education

Bachelor's degree

Job description

First Merchants Bank in Indianapolis seeks a Portfolio Manager to oversee client portfolios, analyze securities, and select appropriate fiduciary investments. You will manage buy/sell decisions and maintain asset allocations in line with policy, while communicating effectively with clients and supporting reporting materials.

With responsibilities spanning client service, investment research, and RFP support, the role emphasizes rigorous analysis and collaboration within a fiduciary team.