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Assistant Portfolio Manager Jobs in Indiana (NOW HIRING)

Northwest

Senior Portfolio Manager

Fishers, IN

IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... work flow Assist with setting personal goals and targets Cultivate potential referrals from ...

Northwest Bank

Senior Portfolio Manager

Fishers, IN · On-site

IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... Assist with setting personal goals and targets • Cultivate potential referrals from existing ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

They will work with Portfolio Managers in obtaining investment policy objectives and setting the right asset allocation. They will assist with modeled strategies that require analytical and strong ...

Old National Bank

Investment Associate

Evansville, IN

$44K - $84K/yr

They will work with Portfolio Managers in obtaining investment policy objectives and setting the right asset allocation. They will assist with modeled strategies that require analytical and strong ...

80/20, LLC

Technology Program Manager

Columbia City, IN · Hybrid

Portfolio & Program Management * Oversee the IT project portfolio, balancing capacity, priorities ... Support project budgeting, forecasting, cost tracking and results. * Assist with resource planning ...

80/20, LLC

Technology Program Manager

Columbia City, IN · On-site

Portfolio & Program Management * Oversee the IT project portfolio, balancing capacity, priorities ... Support project budgeting, forecasting, cost tracking and results. * Assist with resource planning ...

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All JobsPortfolio JobsAssistant Portfolio Manager JobsAssistant Portfolio Manager Jobs in Indiana

Assistant Portfolio Manager information

See Indiana salary details

$36.2K

$55.4K

$90.9K

How much do assistant portfolio manager jobs pay per year?

As of Jun 15, 2026, the average yearly pay for assistant portfolio manager in Indiana is $55,359.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,600.00 and $58,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Assistant Portfolio Manager, and why are they important?

To thrive as an Assistant Portfolio Manager, you need a solid understanding of financial analysis, investment strategies, and portfolio management, usually supported by a degree in finance or a related field. Proficiency with financial modeling software, Bloomberg terminals, and often progress toward certifications like the CFA is highly valuable. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data and collaborate with both internal teams and clients. These skills are vital for making informed investment decisions, managing risk, and supporting the overall performance of the investment portfolio.

What is the difference between Assistant Portfolio Manager vs Financial Analyst?

AspectAssistant Portfolio ManagerFinancial Analyst
Required CredentialsBachelor's degree, CFA Level I or II often preferredBachelor's degree, CFA Level I or II often preferred
Work EnvironmentAsset management firms, investment companiesBanks, investment firms, corporate finance departments
Primary ResponsibilitiesAssisting in managing investment portfolios, research, client reportingAnalyzing financial data, preparing reports, supporting investment decisions

Assistant Portfolio Managers and Financial Analysts often share similar credentials and work in related environments within the finance industry. While Assistant Portfolio Managers focus on supporting portfolio management and client interactions, Financial Analysts primarily analyze data to inform investment strategies. Both roles require strong analytical skills and relevant certifications, but their daily tasks and responsibilities differ slightly, with Assistant Portfolio Managers taking on more client-facing and decision-making support functions.

How does an Assistant Portfolio Manager typically collaborate with senior managers and analysts on investment decisions?

As an Assistant Portfolio Manager, you will regularly collaborate with senior portfolio managers and research analysts to evaluate investment opportunities and monitor portfolio performance. Your role often involves gathering and analyzing data, preparing investment reports, and contributing insights during strategy meetings. Open communication and teamwork are crucial, as your analyses help inform the team's decisions on asset allocation, risk management, and potential trades. This collaborative environment not only hones your analytical skills but also provides exposure to strategic thinking, preparing you for advancement within portfolio management.

What does an Assistant Portfolio Manager do?

An Assistant Portfolio Manager supports senior portfolio managers in managing investment portfolios, conducting research and analysis, and monitoring portfolio performance. Their tasks often include analyzing market trends, assisting with investment strategies, preparing reports, and communicating with clients. They play a crucial role in ensuring investment decisions are well-informed and aligned with clients’ objectives. Assistant Portfolio Managers also help with administrative duties and may contribute to risk management and compliance processes.
What are the most commonly searched types of Portfolio Manager jobs in Indiana? The most popular types of Portfolio Manager jobs in Indiana are:
What are popular job titles related to Assistant Portfolio Manager jobs in Indiana? For Assistant Portfolio Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Assistant Portfolio Manager jobs in Indiana look for? The top searched job categories for Assistant Portfolio Manager jobs in Indiana are:
What are popular job titles related to Assistant Portfolio Manager jobs in IN? For Assistant Portfolio Manager jobs in IN, the most frequently searched job titles are:
Assistant Portfolio Manager jobs near you
Infographic showing various Assistant Portfolio Manager job openings in Indiana as of June 2026, with employment types broken down into 2% As Needed, 63% Full Time, 31% Part Time, 1% Temporary, and 3% Contract. Highlights an 90% Physical, 4% Hybrid, and 6% Remote job distribution, with an average salary of $55,359 per year, or $26.6 per hour.

Assistant Portfolio Manager

EVERENCE SERVICES,

Goshen, IN • On-site

Full-time

Posted 19 days ago

Job description

POSITION SUMMARY
Supports the Equity Portfolio Manager with equity index portfolio management and assists the Fixed Income Portfolio Managers through credit research and quantitative analysis. This person should have a passion for investing and a strong desire to make investments that reflect the Everence values and have a positive impact on the world. Provides meaningful exposure across both equity and fixed income disciplines, with a pathway toward broader portfolio management responsibilities.

RESPONSIBILITIES AND DUTIES

  1. Equity Portfolio Management
    1. Support the equity portfolio manager with managing the Praxis domestic equity index funds, including portfolio construction, rebalancing, and optimization analysis.
    2. Assist with performance attribution and tracking error analysis relative to benchmarks.
  2. Fixed Income Research & Portfolio Support
    1. Provide research on bond issuers, including analysis of financial statements, credit evaluation, sustainability assessment, and review of third-party credit and equity reports.
    2. Monitor assigned market sectors to inform the fixed income team about holdings, sector trends, and directional risks. Develop a working understanding of how macroeconomic conditions and monetary policy influence bond portfolios.
  3. Analytics, Technology & Process Improvement
    1. Achieve and sustain proficiency with investment software such as Northfield, Bloomberg, and BondEdge. Develop, improve, and maintain Excel-based tools to boost efficiency and analytical capabilities within the investment team.
    2. Explore opportunities to enhance the team's analytical skills through emerging technologies, including knowledge of AI tools and how they can be used in investment research and portfolio analysis. Experience with data tools such as Python or SQL is a plus but not required
  4. Collaboration & Professional Development
    1. Contribute actively to internal investment discussions and idea-sharing, and help communicate the portfolio strategy and performance to relevant stakeholders.
    2. Willing to travel occasionally for investment conferences and software training to continually improve investment skills.


QUALIFICATIONS

Education:
A bachelor's degree is required, preferably in Finance, Economics, or a related field

Experience:

  1. Three to five years of general investment experience
  2. Strongly prefer exposure to optimized equity index portfolio management
  3. Experience in fixed-income credit research is a plus
  4. A background in sustainable investing is helpful

License/Credentials:
CFA Charterholder strongly preferred, or currently enrolled in the CFA program with demonstrated progress towards the designation

Skills and Abilities:

  1. Excellent written and verbal communication skills
  2. High proficiency in Excel; familiarity with Bloomberg is expected; experience with Northfield’s optimizer or similar platforms is a plus.
  3. Strong quantitative and analytical skills; familiarity with fixed income concepts (duration, convexity, credit spreads) preferred
  4. Collaborative team player who actively participates in investment discussions and debates
  5. Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time