Portfolio Manager

First Merchant's Bank

• $70K — $95K *
Fort Wayne, IN 46835In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in a related field.
  • Minimum of three years of relevant investments experience.
  • Familiarity with securities markets and investment strategies.
  • Strong communication skills for client interactions in various formats.
  • Experience in investment research and preparing marketing materials.

Responsibilities

  • Manage client investment portfolios effectively.
  • Communicate investment strategies and updates to clients.
  • Direct client-approved transactions in securities buying and selling.
  • Administer client asset allocation based on company guidelines.
  • Conduct research and provide insights on potential investments.
  • Collaborate with team members for enhanced client service.
  • Support business development through investment research and RFP completion.

Benefits

  • Base pay plus bonuses for performance incentives.
  • Comprehensive medical, dental, and vision insurance.
  • 401k retirement plan options.
  • Health Savings and Flexible Spending Accounts available.
  • Generous vacation and sick time policy.
  • Paid holidays and parental leave to support work-life balance.
  • Tuition reimbursement to encourage continuing education.
  • Variety of additional benefits tailored for employee needs.
Full Job Description
Portfolio Manager

Essential Duties and Responsibilities:

  1. Manage investments of assigned client portfolios.
    1. Communicate with clients using multiple formats (verbal - in person or by phone; written - electronic or paper)
    2. Direct purchases and sales in accordance with company policies and client directives.
    3. Administer asset mix in accordance with company policies and client directives.
  2. Contribute to content and format of investment marketing and reporting material.
  3. Research, review and make recommendations on Guidance Lists securities.
  4. Execute sales/purchases of securities.
  5. Coordinate with other division personnel in team approach to client service.
  6. Supplement new business efforts by investment research and aid in completing RFPs.


In order to be successful in this position, we require the following:

  • Bachelor's degree.
  • Three (3) years of related investments experience.


The following would be a plus:

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)


First Merchants offers the following:

  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits


* Ladders Estimates

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