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Portfolio Assistant 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 ... work flow Assist with setting personal goals and targets Cultivate potential referrals from ...

Northwest Bank

Senior Portfolio Manager

Fishers, IN

Recommend portfolio changes and review investment performance * Identify and analyze rates of ... Manage personal workload/work flow * Assist with setting personal goals and targets * Cultivate ...

Holladay Properties LLC

Portfolio Accountant

South Bend, IN · On-site

$70K - $75K/yr

Handle client audit requests as needed * Assist in the set up and transitions of properties which ... The Portfolio Accountant compensation will be based on experience and qualifications. This range is ...

Northwest Bank

Senior Portfolio Manager

Fishers, IN · On-site

IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment ... Assist with setting personal goals and targets • Cultivate potential referrals from existing ...

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$13

$25

$37

How much do portfolio assistant jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for portfolio assistant in Indiana is $25.08, according to ZipRecruiter salary data. Most workers in this role earn between $22.88 and $26.97 per hour, depending on experience, location, and employer.

How does a Portfolio Assistant typically support portfolio managers and analysts in their daily work?

As a Portfolio Assistant, you play a key support role by handling administrative tasks, preparing reports, and updating portfolio data to ensure smooth investment operations. You’ll regularly monitor portfolio performance, process trade orders, and help maintain compliance with regulations. This role involves close collaboration with portfolio managers, analysts, and occasionally clients, which provides valuable exposure to investment strategies and decision-making processes. The fast-paced environment also offers opportunities for learning and potential career progression within asset management.

What are Portfolio Assistants?

Portfolio Assistants are professionals who support portfolio managers and investment teams in the administration and management of investment portfolios. Their responsibilities typically include preparing reports, conducting research, handling client communications, and assisting with trade execution and compliance. By ensuring that all administrative and operational tasks are handled efficiently, Portfolio Assistants help portfolio managers focus on making informed investment decisions. This role often requires strong analytical, organizational, and communication skills, as well as knowledge of financial markets and investment products.

What are the key skills and qualifications needed to thrive as a Portfolio Assistant, and why are they important?

To thrive as a Portfolio Assistant, you typically need strong analytical abilities, attention to detail, and a degree in finance, business, or a related field. Familiarity with portfolio management software, Microsoft Excel, and financial reporting systems is often required. Exceptional organizational skills, effective communication, and the ability to multitask help you excel in supporting portfolio managers and clients. These skills ensure accurate data management, smooth operations, and effective client service in fast-paced investment environments.
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What are popular job titles related to Portfolio Assistant jobs in Indiana? For Portfolio Assistant jobs in Indiana, the most frequently searched job titles are:
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What cities in Indiana are hiring for Portfolio Assistant jobs? Cities in Indiana with the most Portfolio Assistant job openings:
Portfolio Assistant jobs near you
Infographic showing various Portfolio Assistant job openings in Indiana as of June 2026, with employment types broken down into 75% Full Time, and 25% Part Time. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $52,160 per year, or $25.1 per hour.

Assistant Portfolio Manager

EVERENCE SERVICES,

Goshen, IN • On-site

Full-time

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