Portfolio Manager

First Merchants Corporation · Fort Wayne, IN · 5 days ago

SalesFull-time

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.
Cook up 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

Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)

Benefits

Base Pay
Bonuses
Medical, Dental and Vision Insurance
401(k)
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement

Pay

Base Pay PLUS Bonuses

Schedule

N/A

Company Information

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."

Application Instructions

Apply today to begin your career with us!