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Portfolio Assistant Jobs in Indiana (NOW HIRING)

FIRST MERCHANTS

Credit Analyst I

Muncie, IN · On-site

Compile quarterly portfolio review reports for cash flow portfolio; * Assist with ongoing stress testing of cash flow portfolio * Perform enterprise valuation (EV) work for trouble credits. * Order ...

Northwest

Senior Portfolio Manager

Fishers, IN

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 · 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 ...

FCN Bank

FCN Bank Commercial Loan Officer

Brookville, IN · On-site

$100K - $150K/yr

Take primary responsibility for collection efforts on commercial and agricultural credits within assigned portfolio; assist with other collection efforts as needed. * Represent the Bank ...

CYM Living LLC

Regional Maintenance Manager

Indianapolis, IN · On-site

$62K - $80K/yr

Partner with Operations leadership to identify operational efficiencies and implement best practices across the portfolio. * Assist in preparing and managing maintenance budgets, including labor ...

Northwest

Portfolio Manager II or III

Fishers, IN · On-site +1

$61K - $110K/yr

Portfolio Manager II or III will be determined based on the candidates knowledge and experience ... * Assist in completion of annual reviews, renewals, interim update memos, covenant calculations ...

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Portfolio Assistant information

See Indiana salary details

$13

$25

$37

How much do portfolio assistant jobs pay per hour?

As of Jul 17, 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.

How much does an assistant portfolio manager earn?

An assistant portfolio manager typically earns between $60,000 and $100,000 annually, depending on experience, location, and the size of the firm. They often work closely with senior managers, utilizing financial analysis tools and investment strategies to support portfolio management activities.

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.

What is the highest paid assistant job?

The highest paid assistant jobs are often executive assistants or personal assistants to high-level executives, with salaries reaching six figures in some cases. These roles typically require advanced organizational skills, experience, and sometimes specialized knowledge or certifications, and they often involve working in corporate or high-profile environments.

What is a portfolio assistant?

A portfolio assistant supports the management and organization of investment or project portfolios by preparing reports, updating records, and coordinating with team members. They often use tools like Excel or portfolio management software and may assist with data analysis and documentation to ensure smooth operations.

Does portfolio management pay well?

Portfolio management roles typically offer competitive salaries that vary based on experience, location, and the size of the firm. Professionals with certifications like the CFA and strong analytical skills tend to earn higher compensation, especially in financial hubs or large organizations.
What are the most commonly searched types of Portfolio jobs in Indiana? The most popular types of Portfolio jobs in Indiana are:
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:
What job categories do people searching Portfolio Assistant jobs in Indiana look for? The top searched job categories for Portfolio Assistant jobs in Indiana are:
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 July 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.
Credit Analyst I

Credit Analyst I

FIRST MERCHANTS

Muncie, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

First Merchants Bank rating

8.0

Company rating: 8.0 out of 10

Based on 17 frontline employees who took The Breakroom Quiz

58th of 149 rated banks

Job description

First Merchants Bank is seeking a Credit Analyst I to join our team! This position will provide upfront and ongoing credit risk assessment support for the cash flow lending portfolio. 
As part of this role you will: 

  • Master basic skills and developing complex skills required to complete the following tasks:
    • Complete accurate, unbiased credit analyses according to standards:
      • Spread and analyze financial data; and
      • Credit risk assessment and analysis for credit requests, renewals, and reviews.
    • Complete interim risk monitoring:
      • Spread and review of financial data;
      • Complete trend reports for borrowing base certificates;
      • Complete covenant monitoring; 
      • Report concerns to management and relationship managers;
      • Compile quarterly portfolio review reports for cash flow portfolio;
      • Assist with ongoing stress testing of cash flow portfolio
      • Perform enterprise valuation (EV) work for trouble credits.
    • Order and review third party field work, including field exams, inventory & equipment appraisals
    • Attend and participate in Specialty Lending Committee, Corporate Special Assets (as requested) and Executive Loan Committee (as requested).
    • Attend and participate in department and policy meetings as requested.

In order to be successful in this position, we require the following:

  • Bachelor’s degree.
  • One (1) year of related commercial credit or related analytical experience. 

The following would be a plus: 

  • Bachelor’s degree in accounting, finance or business.

First Merchants offers the following:

  • Base Pay PLUS Bonuses
  • Medical, Dental and Vision Insurance
  • 401k
  • Health Savings and Flexible Spending Accounts
  • Vacation/Sick Time
  • Paid Holidays
  • Paid Parental Leave
  • Tuition Reimbursement
  • Additional Benefits

 

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

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