Portfolio Manager

Munster, Indiana (US)
$100-125k base salary, plus annual incentive, full benefits and paid time off
Jan 05, 2022
Feb 04, 2022
Employment Type
Full Time

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.

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