Portfolio Manager

First Merchant's Bank

• $80K — $95K *
Indianapolis, IN 46227In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • Three years of related investments experience
  • Chartered Financial Analyst (CFA) preferred
  • Certified Financial Planner (CFP) preferred

Responsibilities

  • Manage client investment portfolios
  • Communicate effectively with clients through various formats
  • Direct securities transactions per company policies
  • Administer asset allocation according to client needs
  • Contribute to investment marketing materials
  • Research and recommend securities for investment lists
  • Coordinate with team members for comprehensive client service

Benefits

  • Base pay plus bonuses
  • Medical, dental, and vision insurance
  • 401k plan
  • Health Savings and Flexible Spending Accounts
  • Vacation and sick time
  • Paid holidays
  • Paid parental leave
  • Tuition reimbursement
  • Additional benefits
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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