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Portfolio Manager

First Merchants CorporationFort Wayne, IN
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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Dental Insurance
Vision Insurance

Job 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 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:

  • 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!

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FAQs About Portfolio Manager Jobs at First Merchants Corporation

What is the work location for this position at First Merchants Corporation?
This job at First Merchants Corporation is located in Fort Wayne, IN, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at First Merchants Corporation?
Employer has not shared pay details for this role.
What employment applies to this position at First Merchants Corporation?
First Merchants Corporation lists this role as a Full-time position.
What experience level is required for this role at First Merchants Corporation?
First Merchants Corporation is looking for a candidate with "Senior-level" experience level.
What benefits are offered by First Merchants Corporation for this role?
First Merchants Corporation offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Paid Vacation, Parental and Family Leave, 401k Matching/Retirement Savings, Tuition/Education Assistance, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at First Merchants Corporation?
You can apply for this role at First Merchants Corporation either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.