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Chartered Investment Manager Jobs in Indiana (NOW HIRING)

Deloitte

Tax Manager - Private Wealth

Indianapolis, IN · On-site

$106K - $139K/yr

Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP) Preferred * Advanced degree ... investment vehicles, charitable pursuits, and closely-held business concerns, while providing ...

Varsity Tutors

CFA - Level 1 Tutor

West Lafayette, IN · Remote

$18 - $40/hr

... investments, 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 ...

Varsity Tutors

CFA - Level 1 Tutor

Fort Wayne, IN · Remote

$18 - $40/hr

... investments, 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 ...

Varsity Tutors

CFA - Level 1 Tutor

Bloomington, IN · Remote

$18 - $40/hr

... investments, 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 ...

Varsity Tutors

CFA - Level 1 Tutor

Valparaiso, IN · Remote

$18 - $40/hr

... investments, 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 ...

Varsity Tutors

CFA - Level 1 Tutor

Indianapolis, IN · Remote

$18 - $40/hr

... investments, 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 ...

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All JobsChartered Investment JobsChartered Investment Manager JobsChartered Investment Manager Jobs in Indiana

Chartered Investment Manager information

See Indiana salary details

$26.2K

$77.7K

$130.8K

How much do chartered investment manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for chartered investment manager in Indiana is $77,720.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,600.00 and $110,900.00 per year, depending on experience, location, and employer.

How much do Chartered Investment Managers get paid?

Chartered Investment Managers typically earn a median annual salary ranging from $70,000 to $150,000, depending on experience, location, and the size of the firm. Senior professionals with extensive experience or working in major financial centers can earn higher compensation, often supplemented by bonuses and performance incentives. Certification as a Chartered Investment Manager can enhance earning potential and career advancement opportunities.

What are the key skills and qualifications needed to thrive as a Chartered Investment Manager?

To thrive as a Chartered Investment Manager, you need expertise in portfolio management, financial analysis, and a strong understanding of capital markets, typically supported by a CIM designation and relevant finance degrees. Proficiency with financial modeling software, trading platforms, and advanced Excel tools is essential, along with ongoing regulatory education. Exceptional communication, analytical thinking, and ethical judgment set top professionals apart in this role. These skills ensure sound investment decisions, client trust, and compliance in a rapidly changing financial environment.

How does a Chartered Investment Manager typically collaborate with other financial professionals within a firm?

Chartered Investment Managers often work closely with financial analysts, portfolio managers, compliance officers, and client relationship managers to deliver holistic investment solutions. Collaboration is essential when conducting due diligence on new investment opportunities, rebalancing portfolios, or ensuring compliance with regulatory standards. Regular meetings and cross-functional communication help ensure that client goals are met efficiently and that all investment decisions are well-informed. This collaborative environment not only enhances the quality of service provided to clients but also offers Chartered Investment Managers the chance to learn from other experts and advance their own careers.

What is the difference between Chartered Investment Manager vs Chartered Financial Analyst?

AspectChartered Investment ManagerChartered Financial Analyst
CertificationsRequires CIM designation, often includes exams and experienceRequires CFA charter, exams, and work experience
Work EnvironmentInvestment firms, asset management companies, financial advisoryInvestment firms, asset management, research, and analysis roles
Industry UsagePrimarily in Canada and North AmericaGlobal recognition, widely used worldwide

The Chartered Investment Manager and Chartered Financial Analyst designations share similar credentials and work environments, focusing on investment management and financial analysis. While CIM is more prevalent in North America, CFA has a broader international presence. Both roles require rigorous exams and experience, but the CFA is often viewed as more globally recognized, especially for roles in research and portfolio management.

What does a Chartered Investment Manager do?

A Chartered Investment Manager analyzes financial markets, manages investment portfolios, and provides investment advice to clients. They use financial tools and adhere to regulatory standards, often holding certifications like the CFA to ensure expertise and ethical practice.

What is a Chartered Investment Manager?

A Chartered Investment Manager (CIM) is a professional designation in Canada awarded by the Canadian Securities Institute (CSI) to individuals who have demonstrated expertise in portfolio management and investment strategies. CIMs are qualified to provide discretionary investment management services for clients and often work as portfolio managers or investment advisors. The designation requires completion of specific courses, relevant work experience, and adherence to ethical standards. Holding a CIM can enhance credibility and career opportunities in the financial services industry.

What are popular job titles related to Chartered Investment Manager jobs in Indiana?

For Chartered Investment Manager jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Chartered Investment Manager jobs in Indiana look for?

The top searched job categories for Chartered Investment Manager jobs in Indiana are:

Chartered Investment Manager jobs near you
Infographic showing various Chartered Investment Manager job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $77,720 per year, or $37.4 per hour.

Institutional Advisor

Goelzer Investment Management

Carmel, IN • On-site

Full-time

Medical, Dental, Retirement, PTO

Re-posted 16 days ago

Job description

Benefits:
  • 401(k)
  • 401(k) matching
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Paid time off

Job Title: Institutional Advisor
Team: Institutional Advisory Service
Reports To: Managing Director, Institutional Advisory Services
The Institutional Consultant provides investment advisory services to institutional clients, with a primary focus on nonprofit organizations such as foundations and endowments, as well as a select group of corporate institutions. This role works closely with boards, investment committees, and senior leadership to deliver advice across investment policy, asset allocation, manager selection, alternatives, and performance measurement. The Institutional Consultant supports both existing clients and prospective relationships through a fiduciary-focused, consultative approach aligned with Goelzer's investment philosophy.
Key Responsibilities: Responsible for expanding new business development through prospecting, nurturing relationships with COIs, and generating proposals consistent with firm strategies for business development.
  • Provide consultative investment advisory services based on an understanding of each client's unique goals and objectives.
  • Be an active member of the Institutional Advisory Services Team that strives to be thought leaders in the broad areas of institutional consulting and investments with demonstrated knowledge and understanding of industry trends and knowledge of Goelzer's competitive landscape.
  • Ensure effective and timely communication is provided to clients in a conscientious manner that aligns with client needs, firm standards, and industry expertise.
  • Provide clients with investment strategy and advice in accordance with Goelzer's philosophy, current outlook, and policies.
  • Maintain an ongoing, responsive, and proactive relationship with each client, including meeting with investment committees, Board of Directors, and staff on a periodic basis to review their portfolios.
  • Work with portfolio manager(s) to ensure that the investment portfolios for those clients are managed in accordance with the written investment policy and Goelzer's policies.
  • Comfortable presenting to boards of directors, investment committees, finance committees, and other groups.
  • Perform additional services as appropriate to meet and exceed each client's needs and expectations, including custodial and investment manager searches and evaluation.

Work Experience / Knowledge:
  • Minimum of 5-7 years of experience with an investment advisory or consulting firm.
  • Experience in business development or B2B sales highly desired.
  • Relevant experience in institutional advisory and consulting is strongly preferred.
  • Broad familiarity with institutional advisory and portfolio management concepts.
  • Solid knowledge of the capital markets, broad asset classes and related indices, alternatives, investment structures, performance attribution, and analytical tools.
  • Demonstrated ability to present complex topics to boards and committees in an understandable manner.

Skills / Other Personal Attributes Required:
  • Excellent interpersonal, collaboration, and consultative investment advisory skills.
  • Dedication to professionalism, ethics, and confidentiality
  • Excellent analytical and quantitative skills (i.e., financial and data analysis).
  • Passion for the industry and a constant desire to continually learn and research relevant subject matter
  • Proficiency with MS Office: Advanced Excel and PowerPoint skills required,
  • Ability to quickly master the firm's CRM is essential: experience with Salesforce, Microsoft Dynamics or similar is preferred.
  • Excellent communication skills (both verbal and written), organizational skills, and keen attention to detail are critical.
  • Ability to produce high-quality work in a demanding, time-constrained, environment is crucial.
  • Demonstrate initiative, creativity, judgment, maturity, and poise.

Education:
  • Bachelor's degree required: Economics, Finance, Financial Planning and Statistics & Mathematics preferred. Coursework in Behavioral Sciences and Communications is a plus.
  • CFA, CIMA and/or Chartered Alternative Investment Analyst designation highly desirable.

With over 50 years of experience and more than $4 billion in assets under advisement, Goelzer Investment Management is an investment advisory firm that leverages our proprietary investment and financial planning strategies to help successful families and institutions Dream, Invest, and Live.
Our Core Values:
  • Trust: We earn and uphold confidence by acting in the best interests of those we serve.
  • Integrity: We choose the difficult right over the easy wrong.
  • Respect: We value and seek understanding among different perspectives.
  • Thoughtfulness: We listen and we reflect. When we act, we do so with intention and care.
  • Commitment: We are unwavering in our dedication to exceeding expectations.

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