Senior Investment Specialist & Portfolio Manager

Zohorecruit; Granger (IN); On-site; USD 160,000 - 210,000; Full time

Job summary

Zohorecruit seeks a Senior Investment Specialist to join the executive team as Vice President – Portfolio Manager in Granger, IN. You will oversee discretionary portfolios for high-net-worth clients, shaping tailored asset-management strategies while upholding fiduciary integrity across Trust and Wealth Advisory accounts.

The role blends portfolio structuring with consultative client leadership, translating market dynamics for clients, internal advisors, and institutional partners.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or related field.
• 8+ years in investment management, portfolio management, trust investments or wealth advisory.
• Strong fiduciary knowledge and client-facing advisory experience.
• Proficient with portfolio analytics tools and Microsoft Office.
• Excellent verbal and written communication to translate complex concepts.

Responsibilities

• Formulate and monitor highly customized investment strategies for high-net-worth clients.
• Lead fiduciary guidance and client relationship efforts with wealth advisors.
• Conduct macroeconomic and fixed-income research in line with governance standards.
• Support business development and expand regional wealth assets under management.

Skills

Portfolio management

Fiduciary guidance

Client relationships

Research & analysis

Communication

Financial strategy

Education

Bachelor’s degree

CFA designation

MBA

Tools

Excel

Trust accounting software

Job description

Zohorecruit seeks a Senior Investment Specialist to join the executive team as Vice President – Portfolio Manager in Granger, IN. You will oversee discretionary portfolios for high-net-worth clients, shaping tailored asset-management strategies while upholding fiduciary integrity across Trust and Wealth Advisory accounts.

The role blends portfolio structuring with consultative client leadership, translating market dynamics for clients, internal advisors, and institutional partners.