Portfolio Manager

First Merchants CorporationFort Wayne, IN

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
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service