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Equity Portfolio Manager Jobs in Indiana (NOW HIRING)

Northwest

Senior Portfolio Manager

Fishers, IN · On-site

IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... equity investments for individual trust and advisory clients Maximize investment returns ...

Northwest Bank

Senior Portfolio Manager

Fishers, IN · On-site

IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... Manage bond and equity investments for individual trust and advisory clients • Maximize ...

Merchants Bancorp

Asset Manager, Equity

Carmel, IN · On-site

... Asset Management portfolio. Requirements * Review and analyze property operations to evaluate ... tax credit equity to provide a one-stop-shop for developers and owners. To learn more about ...

Motorola

$130K - $150K/yr

Master Data Management (MDM) integration following data profiling and cleansing. Budgetary Liaison ... Equity portfolio company. * Technical Literacy: Familiarity with modern data stack tools and the ...

CREA, LLC

Asset Manager - Stabilized

Indianapolis, IN · On-site

Portfolio Management * Maintain a detailed working knowledge of each property within the assigned ... of equity) through the end of the 15-year compliance period. * Act as a liaison between CREA and ...

CREA, LLC

Asset Manager - Stabilized

Indianapolis, IN · On-site

Portfolio Management * Maintain a detailed working knowledge of each property within the assigned ... of equity) through the end of the 15-year compliance period. * Act as a liaison between CREA and ...

CREA, LLC

Asset Manager - Stabilized

Indianapolis, IN · On-site

Portfolio Management * Maintain a detailed working knowledge of each property within the assigned ... of equity) through the end of the 15-year compliance period. * Act as a liaison between CREA and ...

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All JobsEquity Portfolio JobsEquity Portfolio Manager JobsEquity Portfolio Manager Jobs in Indiana

Equity Portfolio Manager information

See Indiana salary details

$35.2K

$95.6K

$178.4K

How much do equity portfolio manager jobs pay per year?

As of Aug 6, 2026, the average yearly pay for equity 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 Equity Portfolio Manager vs Equity Analyst?

AspectEquity Portfolio ManagerEquity Analyst
Primary RoleManages investment portfolios, makes buy/sell decisions, and oversees overall strategyResearches and analyzes individual stocks to provide investment recommendations
Required CredentialsTypically CFA certification, bachelor's degree in finance or related fieldOften CFA or similar certifications, bachelor's degree in finance, economics, or related
Work EnvironmentAsset management firms, hedge funds, institutional investorsResearch firms, investment banks, asset management companies
FocusPortfolio performance and risk managementStock analysis and valuation

While both roles require strong financial analysis skills and relevant certifications like CFA, the Equity Portfolio Manager oversees entire investment portfolios and makes strategic decisions, whereas the Equity Analyst focuses on researching individual stocks to inform those decisions.

What are the key skills and qualifications needed to thrive as an equity portfolio manager, and why are they important?

To thrive as an Equity Portfolio Manager, you need a deep understanding of financial markets, portfolio theory, and investment analysis, usually supported by a degree in finance or economics and often a CFA designation. Proficiency with financial modeling tools, Bloomberg Terminal, and portfolio management systems is essential for effective decision-making. Strong analytical thinking, communication, and risk management skills help you stand out in this role. These competencies enable you to construct successful investment strategies, manage client assets responsibly, and adapt to changing market conditions.

How does an equity portfolio manager typically collaborate with analysts and other investment professionals?

Equity Portfolio Managers work closely with research analysts, traders, and risk management professionals to make informed investment decisions. Analysts provide in-depth research and recommendations on individual stocks or sectors, which the portfolio manager evaluates in the context of the overall portfolio strategy. Regular meetings and open communication are key, allowing the manager to align research insights with client objectives, risk tolerance, and market conditions. This collaborative environment ensures that investment decisions are well-supported and timely, ultimately aiming to maximize returns while managing risk.

What does an equity portfolio manager do?

An Equity Portfolio Manager is responsible for managing investment portfolios that primarily consist of stocks and other equity securities. They analyze market trends, select appropriate stocks, and make buy or sell decisions to achieve clients’ financial objectives. Their role also involves risk assessment, performance monitoring, and regular communication with clients or stakeholders about portfolio strategies and results. The ultimate goal is to maximize returns while managing risk, often within the guidelines of a specific investment strategy or mandate.
What are popular job titles related to Equity Portfolio Manager jobs in Indiana? For Equity Portfolio Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Equity Portfolio Manager jobs in Indiana look for? The top searched job categories for Equity Portfolio Manager jobs in Indiana are:
What cities in Indiana are hiring for Equity Portfolio Manager jobs? Cities in Indiana with the most Equity Portfolio Manager job openings:
Equity Portfolio Manager jobs near you
Infographic showing various Equity 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 • On-site

Full-time

Re-posted 12 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