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Portfolio Manager

Employer
First Merchants Bank
Location
Munster, Indiana (US)
Salary
$100-125k base salary, plus annual incentive, full benefits and paid time off
Closing date
Feb 4, 2022

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Job Function
Banking, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset
Industry Sector
Commercial Bank, Credit Union, Private Bank, Savings & Loan, , Investment Bank
Employment Type
Full Time
Education
Bachelors
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Job Details

Manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments. 

Essential Duties and Responsibilities:

  1. 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.
  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.

Company

Since our beginnings in 1893, we understand that it’s about the customer.  We make our customers feel at home.  We show them we care.  We make them feel special.  Give them advice.  Give them value. Keep our promises.  Help them out when they really need it.  Reach out to them. Know them. Thank them.

First Merchants Corporation is the largest financial services holding company located in Central Indiana. We provide our customers with broad financial services delivered locally by bankers who are known and trusted in their communities. We offer personal banking, business banking,  mortgage lending, treasury  management services, and wealth management.

We are focused on building deep, lifelong client relationships and providing maximum shareholder value. We provide an environment where customers can bank with their neighbors, realizing that our business begins and ends with people.

Our company includes:

Banking

The largest part of our company is First Merchants Bank, providing the best of what banking can offer since 1893:

      • Local leadership and relationship professionals

      • Community involvement with talent, time and treasury

      • Local decision making

      • Local boards of directors who are committed and engaged to ensure that the voice of the customer is heard

First Merchants Bank serves Adams, Allen, Brown, Carroll, Clinton,  Delaware, Fayette, Hamilton, Hancock, Hendricks, Henry, Huntington, Jasper, Jay, Johnson, Lake, Madison, Marion, Marshall, Miami, Montgomery, Morgan, Porter, Randolph, Shelby, Tippecanoe, Union, Wabash, Wayne, Wells, and White counties in Indiana, Cook and DuPage counties in Illinois, Monroe and Wayne counties in Michigan, and Butler and Franklin counties in Ohio.

Private Wealth Advisors

First Merchants Private Wealth Advisors, A Division of First Merchants Bank, is one of the largest wealth management companies in the State of Indiana and provides a full complement of Trust, Investment Management, Retirement Plans, Private Banking and Brokerage solutions.

Company info
Website
Telephone
317-566-7628
Location
10333 N. Meridian St.
 Indianapolis
IN
46290
US
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