Portfolio Manager

FLSA Status: Exempt
Location: Indianapolis, Indiana

Job Summary
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. 

• Supplement new business efforts by investment research and aid in completing RFPs.
  

Competencies

Authentic

• Conducts oneself with consistency and integrity—whether in meetings, independent work, or team settings. Actions align with values and words, building trust through transparency and a commitment to personal growth.

Collaborative

• Engages others with openness and respect, actively listening and contributing to shared success. Encourages healthy dialogue, supports teammates, and works toward solutions that move the team forward.

Driven

• Demonstrates a strong commitment to excellence by setting high standards, staying focused on goals, and continuously seeking improvement. Faces challenges with curiosity, persistence, and a proactive mindset.

Required Qualifications

• Bachelor’s degree.

• A minimum of three (3) years of related investment experience.
  

Preferred Qualifications

• Chartered Financial Analyst (CFA) 

• Certified Financial Planner (CFP)