First Merchants Corporation
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Portfolio Manager
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First Merchants Corporation . 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. Support new business efforts by investment research and aid in completing RFPs. Minimum Requirements
Bachelor’s degree. Three (3) years of related investments experience. Preferred Qualifications
Chartered Financial Analyst (CFA). Certified Financial Planner (CFP). What We Offer
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 and additional benefits. About Us
First Merchants is guided by a philosophy of meaningful work and community impact. Our vision is to enhance financial wellness across diverse communities. We are committed to inclusion and belonging, attracting diverse talents who share our passion for positive impact. Apply today to begin your career with us! Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales This job posting is active, and applications are being accepted.
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Portfolio Manager
role at
First Merchants Corporation . 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. Support new business efforts by investment research and aid in completing RFPs. Minimum Requirements
Bachelor’s degree. Three (3) years of related investments experience. Preferred Qualifications
Chartered Financial Analyst (CFA). Certified Financial Planner (CFP). What We Offer
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 and additional benefits. About Us
First Merchants is guided by a philosophy of meaningful work and community impact. Our vision is to enhance financial wellness across diverse communities. We are committed to inclusion and belonging, attracting diverse talents who share our passion for positive impact. Apply today to begin your career with us! Additional Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales This job posting is active, and applications are being accepted.
#J-18808-Ljbffr