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Entry Level Portfolio Manager Jobs in Indiana (NOW HIRING)

Everwise Credit Union

Financial Anaylst

South Bend, IN · On-site

The Financial Analyst is an entry level role that supports Everwise by analyzing and reporting on ... portfolio health, identify trends, and support data-driven lending and risk management decisions.

Clayton Homes

Quality Assurance Manager

Wakarusa, IN · On-site

Our company portfolio includes a broad offering of attainable housing, and as a vertically ... From entry-level to more experienced positions, we're actively recruiting individuals who are ...

Clayton Homes

Quality Assurance Manager

Wakarusa, IN · On-site

Our company portfolio includes a broad offering of attainable housing, and as a vertically ... From entry-level to more experienced positions, we're actively recruiting individuals who are ...

LG

Associate Chemist (Entry-level)

Evansville, IN

$23 - $30.50/hr

Building upon a balanced and globally competitive business portfolio, LG Chem manufactures a wide ... managing the impacts of climate change and making positive contributions to society through ...

LG

Associate Chemist (Entry-level)

Evansville, IN · On-site

$23 - $30.50/hr

Building upon a balanced and globally competitive business portfolio, LG Chem manufactures a wide ... managing the impacts of climate change and making positive contributions to society through ...

LG

Associate Chemist (Entry-level)

Evansville, IN

$23 - $30.50/hr

Building upon a balanced and globally competitive business portfolio, LG Chem manufactures a wide ... managing the impacts of climate change and making positive contributions to society through ...

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All JobsEntry Level Portfolio Manager JobsEntry Level Portfolio Manager Jobs in Indiana

Entry Level Portfolio Manager information

See Indiana salary details

$35.2K

$95.6K

$178.4K

How much do entry level portfolio manager jobs pay per year?

As of Jun 15, 2026, the average yearly pay for entry level 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 does an Entry Level Portfolio Manager do?

An Entry Level Portfolio Manager assists in managing investment portfolios by researching market trends, analyzing financial data, and supporting senior portfolio managers in decision-making. They help develop investment strategies, monitor portfolio performance, and ensure compliance with financial regulations. This role requires strong analytical skills, attention to detail, and a solid understanding of financial markets. It serves as a foundation for advancing to higher-level portfolio management positions.

What are the key skills and qualifications needed to thrive in the Entry Level Portfolio Manager position, and why are they important?

To excel as an Entry Level Portfolio Manager, you typically need a bachelor's degree in finance, economics, or a related field, along with strong analytical and quantitative skills. Familiarity with financial modeling software, portfolio management systems, and certifications such as CFA Level 1 can be advantageous. Attention to detail, effective communication, and a collaborative mindset are important soft skills in this role. These capabilities enable you to make informed investment decisions, manage client expectations, and work efficiently within a team-driven environment.

What does a typical day look like for an Entry Level Portfolio Manager?

A typical day for an Entry Level Portfolio Manager involves analyzing market trends, assisting with the preparation and review of portfolio performance reports, and supporting senior managers with research and data analysis. You may engage in regular meetings with colleagues to discuss investment strategies and collaborate with client service teams to address client inquiries. The role often includes monitoring asset allocations, ensuring compliance with investment guidelines, and staying updated on relevant financial news. This hands-on experience helps you build a strong foundation for more advanced portfolio management responsibilities in the future.

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 Entry Level Portfolio Manager jobs in Indiana? For Entry Level Portfolio Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Entry Level Portfolio Manager jobs in Indiana look for? The top searched job categories for Entry Level Portfolio Manager jobs in Indiana are:
What cities in Indiana are hiring for Entry Level Portfolio Manager jobs? Cities in Indiana with the most Entry Level Portfolio Manager job openings:
Entry Level Portfolio Manager jobs near you

Financial Anaylst

Everwise Credit Union

South Bend, IN • On-site

Full-time

Posted 21 days ago

Job description

Job Description:

Position Summary:

The Financial Analyst is an entry level role that supports Everwise by analyzing and reporting on the performance of consumer, mortgage, and commercial loan portfolios. This position helps monitor portfolio health, identify trends, and support data-driven lending and risk management decisions. The analyst is responsible for tracking key loan metrics such as delinquency, charge-offs, concentrations, and yields, and prepares routine reports for leadership. In addition, this role supports credit risk and regulatory processes, including allowance calculations and basic stress testing.

This position is ideal for someone early in their career who is detail-oriented, curious, and interested in building foundational knowledge of loan portfolios within a credit union environment.

The Financial Analyst is responsible for compiling, evaluating, and analyzing financial data for the credit union. This role will support the organization's corporate planning including budgeting, modeling, and analysis for financial decision-making.

Primary Responsibilities and Duties:

  • Reporting: Assist in loading, balancing, and organization of data as it is used in reporting systems.
  • Collect, validate, and organize financial data to ensure accuracy for system loads
  • Assist in financial analysis and forecasting under the guidance of management.
  • Conduct trend analysis and research to identify opportunities, risks, and variances.
  • Budgeting: Responsible for assisting in analyzing, loading, and maintaining financial data into the budget systems.
  • Assist by maintaining, collecting, and modifying budget templates for business partners.
  • Analyze historical performance and project future trends. Provide support for scenarios and sensitivity analysis by documenting and updating key stakeholder assumptions.
  • Review budget proposals from business units ensuring allocation of funds aligned with corporate strategy and
  • Audit and Support
    • Assist with regulatory, audit, and compliance related reporting.
  • Document processes and standards for reporting and data collection
  • Partner with internal stakeholders, external partners, and vendor relationships focusing on the growth and advancement of the Credit Union.
  • Participate in special projects and ad hoc analysis to build analytical and business knowledge.

Knowledge/Skills:

  • Exceptional communication skills, to include verbal, written, visual, and quantitative
  • Adept at developing relationships across diverse teams
  • Knowledge of cost accounting principles
  • Excellent analytical skills and ability to interpret financial data
  • Proficiency with contemporary business productivity and collaboration software such as Microsoft Office, Teams, and exceptional Excel skills
  • Collaborates well with individuals and teams

Minimum Requirements:

  • Bachelor's degree required.
  • 1-3 years' experience financial or analytic experience required.
  • Experience working within the financial services industry is strongly preferred.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

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