Portfolio Manager
First Merchants Brand
Indianapolis HQ 8711 River Crossing Boulevard Indianapolis, IN 46240, USA Indianapolis HQ 8711 River Crossing Boulevard Indianapolis, IN 46240, USA First Merchants Bank is seeking a Portfolio Manager to join our team! This position will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments. Essential Duties and Responsibilities: Manage investments of assigned client portfolios. Communicate with clients using multiple formats (verbal - in person or by phone; written - electronic or paper) Direct purchases and sales in accordance with company policies and client directives. Administer asset mix in accordance with company policies and client directives. Contribute to content and format of investment marketing and reporting material. Research, review and make recommendations on Guidance Lists securities. Execute sales/purchases of securities. Coordinate with other division personnel in team approach to client service. Supplement new business efforts by investment research and aid in completing RFPs. In order to be successful in this position, we require the following: Three (3) years of related investments experience. The following would be a plus: Chartered Financial Analyst (CFA) First Merchants offers the following: Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: \"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging.\" Qualifications Skills Behaviors : Motivations : Education Experience Licenses & Certifications Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
- ...throughout their journey. Job Summary: A seasoned account manager with experience in late stage or post charge off cash... ...payment arrangements that maximize recovery. A successful Recovery Portfolio Manager will bring a well-rounded skill set to the table....SuggestedWork at officeLocal area
- ...Project Portfolio ManagerOur people at JLL are shaping the future of real estate for a better world by combining world class services,... ...a brighter way forward.Position Overview The Project Portfolio Manager is responsible for overseeing and coordinating multiple projects...Suggested
- ...Description Job Description Farbman Group is seeking an experienced and motivated Property Manager to oversee the daily operations of our commercial property portfolio. The Property Manager will ensure a portfolio of properties are maintained to high standards, drive...SuggestedFlexible hours
- Merchants Bank of Indiana seeks a Portfolio Manager, Business Lending to manage and grow a portfolio of commercial clients. In this relationship-driven role, you will underwrite and structure business loans, analyze financial statements and cash flow, and monitor portfolio...Suggested
- ...The Annual Fund Manager leads IndyHumane’s annual giving strategy and is responsible for developing, executing, and evaluating fundraising... .... The Annual Fund Manager also owns and actively manages a portfolio of annual fund donors, developing relationships designed to deepen...SuggestedContract workWork at officeLocal areaAfternoon shift
- ...with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have... ...business while maintaining and growing the existing portfolio. Deliver Results - Individually and as a Team Serves as Trusted...
- Carmel, IN • Merchants Bank of Indiana Job TypeFull-timeDescriptionThe Portfolio Manager, Business Lending is responsible for managing and monitoring assigned commercial, business banking, and SBA loan relationships to support strong portfolio performance and proactive...
- ...strategic fundraising and strong donor relationships to create lasting impact in the community. What You’ll Do As our Fundraising Manager , you will lead all aspects of development and donor engagement. You’ll design and execute fundraising strategies, and build relationships...Flexible hours
$90k - $105k
...alternative investment industry, Alter Domus (meaning “The Other House” in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions. With a deep understanding of what it takes...Local areaFlexible hours$18 per hour
...Company Overview: Kick off your exciting career in Event Security with Allied Universal® Event Services, the go-to leader in crowd management and event staffing. Dive into the action at sports stadiums, concerts, festivals, and convention centers, and thrive on the...Hourly payWeekly payExtra incomePart timeWork at officeLocal areaFlexible hoursAfternoon shift$55k
...Processing client money movements, transfers, and account transactions with precision Managing daily trading operations and billing procedures Maintaining client accounts in our portfolio management system Supporting new account setups and ensuring seamless client...Temporary workLive inFlexible hours- ...Grant Manager About aFit Staffing At aFit Staffing, we connect exceptional professionals with meaningful opportunities that make a lasting impact. We partner with organizations across Indiana to identify talented individuals who are passionate about serving their...Full timeWork at office
- ...corrective action plans, and ensure timely resolution. • Provide high level technical guidance to sub awardees to strengthen grant management, reporting, and documentation practices. • Maintain audit ready records and oversee preparation for state and federal audit...Work at officeLocal area
- ...Grants Manager Position Overview The Grants Manager may reside in the following states: Arizona, Indiana, Kentucky, Maryland, Missouri, or Ohio. Occasional travel to Foster Success’s Indiana headquarters is required. The Grants Manager serves as the organization...Interim roleWork at officeLocal areaFlexible hoursAfternoon shift
$67.31k
..., which is generally responsible for researching, developing programs and associated materials, promoting the grant programs, and managing awarded State and Federal grant programs that support the agency's goals. As the subject matter expert on federal financial assistance...Full timeFor contractorsWork experience placementWork at officeLocal areaNight shift- .... Alter Domus specializes in servicing alternative investment portfolios, including real estate, private equity, and hedge funds. As a... ...opportunity to report directly to a Senior Associate/Account Manager. Our positions offer an excellent opportunity to be introduced...Flexible hours
- Job Description Job Description Overview Voted Best Places to Work in Indiana since 2011, FORUM is dedicated to enriching the lives of our employees so we can in turn enrich the lives of our members. Responsibilities As a Mortgage Advisor, a typical day...Work experience placementWork at office
$50 - $54 per hour
...Grant Manager Indianapolis, Indiana, United States CAI is a global services firm with over 9,000 associates worldwide and a yearly revenue of $1.3 billion+. We have over 40 years of excellence in uniting talent and technology to power the possible for our clients...Hourly payFull timeApprenticeshipWork at officeLocal areaWorldwide$85k - $200k
Job Description Job Description We’re looking for a motivated, service-minded, and detail-oriented sales professional to join our team as a Mortgage Loan Officer. Mortgage experience is not required! If you have a proven track record in sales, whether in banking, ...Local area- We have an outstanding Contract position for a Mortgage Origination Professional to join a leading Company located in the Indianapolis, IN surrounding area. **Candidate must have the ability to obtain and maintain a Public Trust.** Seeking full-time Mortgage Origination...Full timeContract workWork at office
- ...financial solutions, including leasing, commercial lending, bank holding company financing, payments, mortgage, investment and risk management services. Bankers' Bank has offices in Madison, WI, Des Moines, IA, Chicago, IL, Columbus, OH and Indianapolis, IN.We are seeking...
- ...development strategy to accelerate philanthropic growth and support the organization's long-term objectives. This includes managing and expanding a portfolio of major donors, leading the grants program, and growing the planned giving and legacy society. The role is designed...
- ...intellectual property legal advisor to the General Counsel, senior management, and business leaders. S/he will have primary responsibilities... ..., to articulate a strategic vision for the Elanco IP portfolio and drive essential wins in IP portfolio development. The successful...Summer workLocal areaRelocationFlexible hours
- ...business through your network and market expertise Advising owners and investors on pricing, positioning, and execution strategy Managing negotiations and deal execution from engagement through closing Collaborating with specialists across markets and product types...For contractorsLocal area
$23 per hour
...Indiana Public Retirement System is a public pension fund who manages approximately over $60 billion in assets, making it one of the... ...INPRS’ Investment Team managing a multi-billion dollar investment portfolio. You will have the potential to be involved in all aspects of...Hourly payPermanent employmentTemporary workSummer workInternshipSummer internshipH1bLive inWork at officeFlexible hours$92.3k - $110.7k
...Oversee fundraising systems, prospect research, donor analytics, and reporting to ensure strategic decision-making and effective portfolio management. Track fundraising performance, evaluate key performance indicators, analyze trends, and develop strategic revenue...- Mortgage Loan Officer Do you have a proven track record of creating lending solutions for clients and a desire to assist buyers in obtaining the property of their dreams? If so, we'd love to talk with you about joining our team! We are a tight-knit group of lending ...
- ...Indiana Public Retirement System is a public pension fund who manages approximately over $60 billion in assets, making it one of the... ...Team responsible for the INPRS’ multi-billion dollar investment portfolio. As a member of the Public Markets Team, the Senior Investment...Permanent employmentTemporary workWork experience placementH1bFlexible hours
- ...with us into the future. We are looking to add a talented Asset Manager – Stabilized to the Asset Management department in the... ...in managing assets in the Stabilized phase within CREA, LLC’s portfolio of Section 42 low-income housing tax credit properties. Primary...Work at officeFlexible hours
- Alter Domus is currently seeking a Fund Manager to join our Credit Fund Administration team at our Carmel, IN office.JOB DESCRIPTION:Act as ultimate “lead” in audit process;Hold ultimate responsibility for all client reporting;Serve as lead contact for client requests;Monitor...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!




