What are the responsibilities and job description for the Portfolio Manager position at First Merchants Corporation?
First Merchants Bank is seeking a Portfolio Manager to join our team! This position can be based out of Indianapolis or Fort Wayne, and will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments.
Essential Duties And Responsibilities
- Manage investments of assigned client portfolios.
- 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:
- 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
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."
Apply today to begin your career with us!
