Senior Portfolio Manager

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

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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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