Portfolio Manager

First Merchants Corporation • Fort Wayne, IN

58d

About The Position

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.

Requirements

• Bachelor’s degree.
• Three (3) years of related investments experience.

Nice To Haves

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

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.

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
• Additional Benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level