VP, Investment Officer

Zohorecruit; Granger (IN); On-site; USD 150,000 - 230,000; Full time

Job summary

Zohorecruit in Granger, United States seeks a Senior Investment Specialist to join the executive team as Vice President – Portfolio Manager. In this dual-function role, you will oversee discretionary investment portfolios for high-net-worth clients and strategic asset-management initiatives with fiduciary integrity.

You will lead portfolio structuring, client education, and collaboration with Wealth Advisors.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or equivalent practical experience.
• 8+ years of direct experience in investment management or wealth advisory.
• Strong fiduciary knowledge and regulatory compliance.
• Excellent communication and client-facing skills.
• Proficiency with portfolio analytics tools.

Responsibilities

• Portfolio Management & Strategy: Formulate, execute, and monitor customized investment strategies for high-net-worth clients and trust accounts.
• Fiduciary Guidance & Client Relationship Leadership: Lead investment discussions and provide ongoing performance reviews with Wealth Advisors and Trust Officers.
• Research & Policy Compliance: Conduct macroeconomic, equity, and fixed-income research; ensure adherence to fiduciary standards and regulations.
• Business Development & Relationship Expansion: Support client presentations, proposals, and referral efforts to grow regional AUM.

Skills

Portfolio management

Client relationship

Communication

Fiduciary guidance

Research

Education

Bachelor’s degree in Finance, Economics, Business Administration

CFA or MBA preferred

Tools

Excel

Word

Outlook

Job description

Granger, United States | Posted on 10/01/2026

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.