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Cfa Portfolio Manager Jobs in Indiana (NOW HIRING)

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 ...

Senior Portfolio Manager

Fishers, IN ยท On-site

$120 - $180/hr

The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios ... 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 ...

Portfolio Director

Edinburgh, IN ยท On-site

$120.08 - $186.79/hr

We are the wealth management business of the FTSE-listed global investment manager Schroders. We ... A professional qualification such as CFA, CFP, or equivalent is highly desirable Experience:

CFA - Level 1 Tutor

West Lafayette, IN ยท 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 ...

CFA - Level 1 Tutor

Indianapolis, IN ยท 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 ...

CFA - Level 1 Tutor

Fort Wayne, IN ยท 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 ...

CFA - Level 1 Tutor

Valparaiso, IN ยท 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 ...

CFA - Level 1 Tutor

Bloomington, IN ยท 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 ...

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Cfa Portfolio Manager information

See Indiana salary details

$35.2K

$95.6K

$178.4K

How much do cfa portfolio manager jobs pay per year?

As of Aug 9, 2026, the average yearly pay for cfa portfolio manager in Indiana is $95,592.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,300.00 and $123,700.00 per year, depending on experience, location, and employer.

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

AspectCfa Portfolio ManagerCfa Financial Analyst
CertificationsCFA Charter, possibly other certificationsCFA Charter, possibly other certifications
Work EnvironmentInvestment firms, asset management companiesFinancial institutions, research firms, banks
Primary ResponsibilitiesManaging investment portfolios, asset allocationAnalyzing securities, financial data, and market trends
Employer & Industry UsageAsset management, hedge funds, pension fundsInvestment 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.

What are popular job titles related to Cfa Portfolio Manager jobs in Indiana? For Cfa Portfolio Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Cfa Portfolio Manager jobs in Indiana look for? The top searched job categories for Cfa Portfolio Manager jobs in Indiana are:
Infographic showing various Cfa Portfolio Manager job openings in Indiana as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $95,592 per year, or $46 per hour.

Assistant Portfolio Manager

EVERENCE SERVICES,

Goshen, IN โ€ข On-site

Full-time

Re-posted 14 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