Senior Trust Portfolio Manager

Northwest; Fishers (IN); On-site; USD 120,000 - 180,000; Full time

Job summary

Northwest in Fishers, IN is seeking a Senior Portfolio Manager (Trust) to manage client portfolios and implement strategies directed by the CIO. You will meet with clients, assess risk, and make daily investment decisions to optimize returns while controlling risk.

The role requires 8–12 years of trust investment experience, a Bachelor's in business/finance, and CFA/CFP/CIMA licenses. You will serve on the Trust Investment Committee and collaborate with traders to execute timely investment

Qualifications

• Bachelor's degree in business, finance or related field.
• 8–12 years of investment experience within a trust department or RIA.

Responsibilities

• Meet with clients to discuss investment strategy.
• Recommend portfolio changes and review investment performance.
• Identify and analyze rates of return and risks of investments.
• Monitor securities in portfolios and stay informed on market trends.
• Coordinate and prepare information for RFP requests.

Skills

Client relationships

Communication

Analytical thinking

Decision making

Education

Bachelor's degree in business/finance/related

Tools

Microsoft Office

Job description

Northwest in Fishers, IN is seeking a Senior Portfolio Manager (Trust) to manage client portfolios and implement strategies directed by the CIO. You will meet with clients, assess risk, and make daily investment decisions to optimize returns while controlling risk.

The role requires 8–12 years of trust investment experience, a Bachelor's in business/finance, and CFA/CFP/CIMA licenses. You will serve on the Trust Investment Committee and collaborate with traders to execute timely investment