Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Portfolio Manager in Indianapolis, IN vacancy
  •  ...Indianapolis HQ Indianapolis, IN 46240, USA Description 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... 
    Suggested
    Flexible hours

    First-Merchants-Bank

    Indianapolis, IN
    2 days ago
  •  ...looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Project Portfolio Manager Position Overview The Project Portfolio Manager is responsible for overseeing and coordinating multiple projects within an... 
    Suggested
    Daily paid
    Full time

    *US AMR-Jones Lang LaSalle Americas, Inc.

    Indianapolis, IN
    2 days ago
  •  ...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.... 
    Suggested
    Work at office
    Local area

    KINETIC ADVANTAGE LLC

    Indianapolis, IN
    22 days ago
  • Description: The 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 credit risk management. This role assists with day... 
    Suggested

    Merchants Bank of Indiana

    Carmel, IN
    2 hours ago
  •  ...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... 
    Suggested
    Flexible hours

    Farbman Group

    Indianapolis, IN
    12 days ago
  • 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... 

    Merchants Bank of Indiana

    Carmel, IN
    12 days ago
  •  .... 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

    alterDomus

    Carmel, IN
    1 day ago
  •  ...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... 
    Contract work
    Work at office
    Local area
    Afternoon shift

    IndyHumane

    Indianapolis, IN
    13 days ago
  •  ...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 TeamServes as Trusted... 

    JP Morgan Chase

    Indianapolis, IN
    4 days ago
  • 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

    alterDomus

    Carmel, IN
    1 day ago
  • Alter Domus is currently seeking a new Senior Fund Manager to join our Fund Administration team at our Darien, CT or Boston, MA office.JOB DESCRIPTION:Demonstrate deep knowledge of Private Equity fund structures and show proficiency in accounting for complex transactions... 
    Work at office

    alterDomus

    Carmel, IN
    1 day ago
  • $100.4k - $197.9k

     ...collaborative environment? As an experienced Fund Reporting and Treasury Manager, you will have the ability to share new ideas and collaborate...  ...of the Finance Transformation Advise and Implement offering portfolio.Required QualificationsBachelor’s degree in accounting, finance... 

    Deloitte

    Indianapolis, IN
    3 days ago
  •  ...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 activities... 
    Work at office
    Local area

    CSpring

    Indianapolis, IN
    3 days ago
  • $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 area
    Flexible hours

    Alter Domus

    Carmel, IN
    12 days ago
  •  ...amazing mix of world class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry,...  ...lives.Key responsibilities of the Investment Banking Consulting Manager may include:Lead and manage major, complex transformation... 
    Full time
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    1 day ago
  •  ...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 Who... 
    For contractors
    Local area

    Marcus and Millichap

    Indianapolis, IN
    3 days ago
  • $136k - $186.78k

     ...One Year of ServiceFertility Assistance ProgramFour-Week Company-Paid Sabbatical Eligibility After Five Years of ServiceThe Asset Manager is responsible for establishing, governing, and continuously improving Ryan’s enterprise IT Asset Management practice in alignment... 
    Full time
    Work at office

    Ryan, LLC

    Indianapolis, IN
    3 hours ago
  •  ...of world-class experts with access to one of the most robust portfolios of capabilities and ecosystem relationships in the industry. Together...  ...way the world works and lives. As a Consultant in the Asset Management practice, you will be responsible for:•Leading or supporting... 
    Full time
    For contractors
    Live in
    Work at office
    Local area

    Accenture

    Carmel, IN
    4 hours ago
  •  ...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

    Christamore House

    Indianapolis, IN
    2 days ago
  • $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 pay
    Weekly pay
    Extra income
    Part time
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Allied Universal® Event Services

    Indianapolis, IN
    4 hours ago
  • $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 work
    Live in
    Flexible hours

    Invst

    Indianapolis, IN
    1 day ago
  •  ...who employs stellar communication practices and builds trusting relationships. As a leader of our apartment community, the Property Manager is responsible for instilling a culture of adaptable and resilient performers; and must be a pacesetter for innovative thinking and... 
    Full time

    Buckingham Companies

    Carmel, IN
    2 days ago
  • $97.85k - $227.24k

     ...in our culture because it is an investment in our people, our future, and what we stand for as a firm.KPMG is currently seeking a Manager to join our State and Local Tax (SALT) practice. Responsibilities:Provide excellent client service to multi-state companies with property... 
    Local area

    KPMG

    Indianapolis, IN
    4 hours ago
  •  ...stellar communication practices and builds trusting relationships. As a leader of our apartment community, the Traveling Property Manager is responsible for instilling a culture of adaptable and resilient performers; and must be a pacesetter for innovative thinking and... 
    Full time

    Buckingham Companies

    Indianapolis, IN
    3 days ago
  • $157.8k - $236.8k

     ...day-to-day execution of investment operations, ensuring that all portfolio activity is processed accurately, timely, and with fully...  ...accountable for trade processing, data governance, third-party manager integration, mortgage servicing, and operational control frameworks... 
    Full time
    Work experience placement
    Work at office

    CNO Financial Group

    Carmel, IN
    2 days ago
  •  ...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 role
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Foster Success

    Indianapolis, IN
    a month ago
  • $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 time
    For contractors
    Work experience placement
    Work at office
    Local area
    Night shift

    State of Indiana

    Indianapolis, IN
    3 days ago
  •  ...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 time
    Work at office

    aFit Staffing Inc.

    Indianapolis, IN
    a month ago
  • $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 pay
    Full time
    Apprenticeship
    Work at office
    Local area
    Worldwide

    Hackajob

    Indianapolis, IN
    5 days ago
  •  ...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... 
    Full time
    Summer work
    Relocation
    Flexible hours

    Elanco

    Indianapolis, IN
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Manager. Be the first to apply!