VP, Investment Officer

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

Granger, United States | Posted on 09/24/2026

We are seeking an experienced, growth-oriented Senior Investment Specialist to join our executive team as Vice President – Portfolio Manager. In this dual-function role, you will oversee discretionary investment portfolios, drive tailored asset-management strategies for high-net-worth clients, and maintain strict fiduciary integrity across Trust and Wealth Advisory accounts.

The ideal candidate blends high-level portfolio structuring with exceptional consultative skills—acting as a trusted financial strategist who can clearly articulate complex market dynamics to clients, internal advisors, and institutional partners.

Key Responsibilities

Portfolio Management & Strategy: Formulate, execute, and monitor highly customized investment strategies for high-net-worth individuals, families, and trust accounts. Align asset allocation models with specific client risk profiles, liquidity needs, tax implications, and long-term financial objectives.

Fiduciary Guidance & Client Relationship Leadership: Serve as a lead investment expert alongside Wealth Advisors and Trust Officers. Deliver ongoing performance reviews, educate clients on market positioning, and provide proactive guidance through changing economic cycles.

Research & Policy Compliance: Conduct rigorous macroeconomic, equity, and fixed-income research. Ensure full adherence to internal investment governance, federal banking regulations, and strict fiduciary standards.

Business Development & Relationship Expansion: Partner with business development leaders to participate in prospective client presentations, proposal drafting, and referral efforts to expand regional wealth assets under management (AUM).

Required Qualifications

Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field (or equivalent practical experience).

Experience: 8+ years of direct experience in investment management, portfolio management, trust investments, or high-net-worth wealth advisory.

Technical Skills: Deep familiarity with bank fiduciary procedures, trust accounting structures, portfolio analytics tools, and core business software (Microsoft Excel, Word, and Outlook).

Communication: Exceptional verbal and written presentation skills, with a proven ability to translate complex financial concepts into actionable client strategies.

Preferred Qualifications

Chartered Financial Analyst (CFA) designation and/or Master of Business Administration (MBA).

Demonstrated track record in fiduciary compliance and multi-asset asset allocation.

An Equal Opportunity Employer dedicated to building an inclusive and merit-based workplace culture.