Portfolio Investment Specialist

3 days ago

Fort Wayne, Indiana, United States

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Job Description

First Merchants Bank is hiring a Portfolio Investment Specialist in Fort Wayne, IN. The role involves managing client portfolios, conducting investment research, and developing strategies to meet client objectives. Key responsibilities include collaboration with teams to enhance customer service. The position offers a competitive salary of $90,000 - $140,000 and benefits such as medical, dental, and vision insurance, alongside tuition reimbursement.
About the Role:

We are seeking an experienced Portfolio Manager to join our team at First Merchants Bank. In this role, you will be responsible for managing portfolios and providing analysis and selection of securities as appropriate fiduciary investments.

Key Accountabilities:
• Manage and administer client portfolios in accordance with company policies and client directives.
• Conduct thorough research and analysis to identify suitable investments.
• Develop and implement investment strategies to meet client goals and objectives.
• Collaborate with cross-functional teams to deliver exceptional customer service.

What We Offer:
• A competitive salary of $90,000 - $140,000 per year.
• A comprehensive benefits package including medical, dental, and vision insurance.
• A generous tuition reimbursement program.
• A dynamic and supportive work environment.

First Merchants Bank


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