Portfolio Manager: Investments & Client Analysis

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

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.