First Merchants Corporation

Portfolio Manager

First Merchants Corporation  •  Fort Wayne, IN (Onsite)  •  16 days ago
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Job Description

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:

  1. Manage investments of assigned client portfolios.
    1. Communicate with clients using multiple formats (verbal - in person or by phone; written – electronic or paper)
    2. Direct purchases and sales in accordance with company policies and client directives.
    3. Administer asset mix in accordance with company policies and client directives.
  2. Contribute to content and format of investment marketing and reporting material.
  3. Research, review and make recommendations on Guidance Lists securities.
  4. Execute sales/purchases of securities.
  5. Coordinate with other division personnel in team approach to client service.
  6. Supplement new business efforts by investment research and aid in completing RFPs.

In order to be successful in this position, we require the following:

  • Bachelor’s degree.
  • Three (3) years of related investments experience.

The following would be a plus:

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)

First Merchants offers the following:

  • 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

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

First Merchants Corporation

About First Merchants Corporation

First Merchants Corporation is the largest financial services holding company in Central Indiana, headquartered in Muncie, Indiana. The Corporation has one full-service bank charter, First Merchants Bank. The Bank also operates as First Merchants Private Wealth Advisors (as a division of First Merchants Bank). First Merchants Corporation’s common stock is traded on the NASDAQ Global Select Market System under the symbol FRME.

First Merchants offers customers broad financial services throughout locations in Indiana, Ohio, Illinois and Michigan providing:

• Commercial Banking (business) – checking, treasury management, card services, financing, loans, electronic banking, online and mobile banking.

• Personal Banking (consumer) – checking, savings, CDs, mortgages, loans, IRAs, HSAs, online and mobile banking.

• Private Wealth Advisors - trusts, investments, 401(k) plans, 403(b) plans, profit sharing plans, pension plans, cross-tested plans, cash balance plans, Flexible Spending Accounts, IRAs, SEP IRAs, and succession planning.

First Merchants is committed to customers by:

• Developing strong relationships.

o As financial advisors – our professionals listen and provide solutions

o The tenure of our professionals averages eight years, meaning you will enjoy continuity of service

o We hire local professionals from the communities we serve

• Customers benefit from local decision making.

o Decisions are made faster

o The process is streamlined, with each customer having a single point of contact.

o Our financial professionals are empowered to develop tailored solutions.

• The local communities we serve benefit from First Merchants’ involvement and support.

Member FDIC, Equal Housing Lender. Investment Management solutions provided by First Merchants Private Wealth Advisors may not be FDIC insured, are not deposits of First Merchants Bank and may lose value. First Merchants and the shield logo are registered service marks of First Merchants Corporation.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
Muncie, IN
Year Founded
1893
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