Portfolio Manager
About the role
This position will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments.
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.
Requirements
- Bachelor’s degree.
- Three (3) years of related investments experience.
Qualifications (Preferred)
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
Benefits
- 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
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: To enhance the financial wellness of the diverse communities we serve.
Our Mission: 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."