Portfolio Manager
Fort Wayne, IN · On-site
This position will manage portfolios and provide analysis and selection of securities as ... Chartered Financial Analyst (CFA) * Certified Financial Planner (CFP) First Merchants offers the ...
Fort Wayne, IN · On-site
This position will manage portfolios and provide analysis and selection of securities as ... Chartered Financial Analyst (CFA) * Certified Financial Planner (CFP) First Merchants offers the ...
Fort Wayne, IN · On-site
This position will manage portfolios and provide analysis and selection of securities as ... Chartered Financial Analyst (CFA) * Certified Financial Planner (CFP) First Merchants offers the ...
IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... CFA, CFP, CIMA Northwest is an equal opportunity employer. We are committed to creating an ...
IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... CFA, CFP, CIMA Northwest is an equal opportunity employer. We are committed to creating an ...
Fishers, IN · On-site
IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... CFA, CFP, CIMA Northwest is an equal opportunity employer. We are committed to creating an ...
Fishers, IN · On-site
IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... CFA, CFP, CIMA Northwest is an equal opportunity employer. We are committed to creating an ...
Fishers, IN · On-site
IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... CFA, CFP, CIMA Northwest is an equal opportunity employer. We are committed to creating an ...
Fishers, IN · On-site
IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... CFA, CFP, CIMA Northwest is an equal opportunity employer. We are committed to creating an ...
West Lafayette, IN · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
West Lafayette, IN · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Indianapolis, IN · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Indianapolis, IN · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Fort Wayne, IN · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Fort Wayne, IN · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Valparaiso, IN · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Valparaiso, IN · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Bloomington, IN · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Bloomington, IN · Remote
$18 - $40/hr
... and portfolio management. Ability to explain time value of money, financial ratio analysis, and the CFA Institute Code of Ethics while preparing candidates for chartered financial analyst ...
Carmel, IN · On-site
Work with portfolio manager(s) to ensure that the investment portfolios for those clients are ... CFA, CIMA and/or Chartered Alternative Investment Analyst designation highly desirable.
Quick apply
Carmel, IN · On-site
Work with portfolio manager(s) to ensure that the investment portfolios for those clients are ... CFA, CIMA and/or Chartered Alternative Investment Analyst designation highly desirable.
Carmel, IN · On-site
Work with portfolio manager(s) to ensure that the investment portfolios for those clients are ... CFA, CIMA and/or Chartered Alternative Investment Analyst designation highly desirable. With over ...
Carmel, IN · On-site
Work with portfolio manager(s) to ensure that the investment portfolios for those clients are ... CFA, CIMA and/or Chartered Alternative Investment Analyst designation highly desirable. With over ...
This role serves as a key resource across investments, capital markets, portfolio management, and ... Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy ...
This role serves as a key resource across investments, capital markets, portfolio management, and ... Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy ...
This role serves as a key resource across investments, capital markets, portfolio management, and ... Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy ...
This role serves as a key resource across investments, capital markets, portfolio management, and ... Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy ...
This role serves as a key resource across investments, capital markets, portfolio management, and ... Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy ...
This role serves as a key resource across investments, capital markets, portfolio management, and ... Bachelor's degree in Finance, Accounting, Economics, or a related field; CPA track or CFA candidacy ...
... portfolio managers. ESSENTIAL REQUIREMENTS * Executes trades from various staff members who have ... CFP/CFA/MBA candidate preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ...
... portfolio managers. ESSENTIAL REQUIREMENTS * Executes trades from various staff members who have ... CFP/CFA/MBA candidate preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ...
... portfolio managers. ESSENTIAL REQUIREMENTS * Executes trades from various staff members who have ... CFP/CFA/MBA candidate preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ...
... portfolio managers. ESSENTIAL REQUIREMENTS * Executes trades from various staff members who have ... CFP/CFA/MBA candidate preferred. TRAVEL REQUIREMENTS Ability to travel to all locations as well as ...
Carmel, IN · On-site
$81K - $121K/yr
Managing relationships with other portfolio managers, traders, and analysts within the firm in ... Progress toward graduate degree or professional designation preferred (MBA, CFA, CPA). * ...
Carmel, IN · On-site
$81K - $121K/yr
Managing relationships with other portfolio managers, traders, and analysts within the firm in ... Progress toward graduate degree or professional designation preferred (MBA, CFA, CPA). * ...
Managing relationships with other portfolio managers, traders, and analysts within the firm in ... Progress toward graduate degree or professional designation preferred (MBA, CFA, CPA). * ...
Managing relationships with other portfolio managers, traders, and analysts within the firm in ... Progress toward graduate degree or professional designation preferred (MBA, CFA, CPA). * ...
Indianapolis, IN · On-site
Five (5) years of successful investment and/or portfolio management experience; experience working ... CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge ...
Quick apply
Indianapolis, IN · On-site
Five (5) years of successful investment and/or portfolio management experience; experience working ... CFA/CFP is preferred * Demonstrated commitment to professional development * Demonstrated knowledge ...
Indianapolis, IN · On-site
... portfolio of communities across the Midwest. We manage our properties directly, which means our ... A CFA can be helpful if paired with hands-on real estate, capital markets, or portfolio analysis ...
Indianapolis, IN · On-site
... portfolio of communities across the Midwest. We manage our properties directly, which means our ... A CFA can be helpful if paired with hands-on real estate, capital markets, or portfolio analysis ...
$35.2K - $48.2K
9% of jobs
$48.2K - $61.2K
15% of jobs
$62.6K is the 25th percentile. Wages below this are outliers.
$61.2K - $74.3K
15% of jobs
The median wage is $84.5K / yr.
$74.3K - $87.3K
15% of jobs
$87.3K - $100.3K
10% of jobs
$100.3K - $113.3K
9% of jobs
$117.9K is the 75th percentile. Wages above this are outliers.
$113.3K - $126.3K
11% of jobs
$126.3K - $139.4K
10% of jobs
$139.4K - $152.4K
5% of jobs
$152.4K - $165.4K
2% of jobs
$165.4K - $178.4K
1% of jobs
$35.2K
$95.6K
$178.4K
| Aspect | Cfa Portfolio Manager | Cfa Financial Analyst |
|---|---|---|
| Certifications | CFA Charter, possibly other certifications | CFA Charter, possibly other certifications |
| Work Environment | Investment firms, asset management companies | Financial institutions, research firms, banks |
| Primary Responsibilities | Managing investment portfolios, asset allocation | Analyzing securities, financial data, and market trends |
| Employer & Industry Usage | Asset management, hedge funds, pension funds | Investment banks, research firms, corporate finance |
The main difference is that a Cfa Portfolio Manager oversees investment portfolios and makes asset allocation decisions, while a Cfa Financial Analyst focuses on analyzing securities and providing investment insights. Both roles require the CFA Charter and are integral to investment firms, but they differ in daily responsibilities and scope of work.
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 4 days ago
8.0
Based on 17 frontline employees who took The Breakroom Quiz
58th of 149 rated banks
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:
In order to be successful in this position, we require the following:
The following would be a plus:
First Merchants offers the following:
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!
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Finance and insurance
1,001 - 5,000 Employees
Muncie, IN, US
1893