Senior Portfolio Manager

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Offered From the posting source checked Jun 20, 2026

Learning budget

Not verified

Verification

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Salary

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401(k) match

Not verified

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Senior From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Senior Portfolio Manager Fishers, IN IN0534 Fishers Job Description The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated strategies from the Chief Investment Officer, and executing investment decisions for the assigned investment portfolios. Essential Functions • Meet with clients to discuss investment strategy • Recommend portfolio changes and review investment performance • Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments • Monitor the financial condition of the securities which are held in investment portfolios • Keep informed of market trends and analyzing the effect of these trends on the investment portfolios • Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner • Serve as a member on Trust Investment Committee • Manage bond and equity investments for individual trust and advisory clients • Maximize investment returns commensurate with acceptable level of risk • Keep informed on security markets • Research to arrive at prudent / timely investment decisions • Initiate action for purchase and sale of securities • Develop client investment objectives with input from administrators and clients • Provide investment advice and guidance • Keep informed of legal and tax consequences of decisions / strategies • Develop investment strategy communication for clients and prospects • Initiate and author client correspondence • Communicate investment related information as appropriate • Ensure compliance with Trust

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