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Portfolio Associate Jobs in Indiana (NOW HIRING)

Old National Bank

Investment Associate

Evansville, IN

$44K - $84K/yr

The Investment Associate partners with other Wealth Management employees to develop and retain high ... They will work with Portfolio Managers in obtaining investment policy objectives and setting the ...

Old National Bank

Investment Associate

Evansville, IN · On-site

$44K - $84K/yr

They will work with Portfolio Managers in obtaining investment policy objectives and setting the ... Partners with Wealth associates in client presentations, review of portfolio structure and ...

LHH US

Accounting Associate

Indianapolis, IN · Hybrid

$60K - $75K/yr

Accounting Associate (Bookkeeper) | Indianapolis, IN Location: Indianapolis, IN (Northside) Work ... What You'll Be Doing You'll manage a portfolio of 4-10 client accounts , handling full-cycle ...

LHH US

Accounting Associate

Indianapolis, IN · Hybrid

$60K - $75K/yr

Accounting Associate (Bookkeeper) | Indianapolis, IN Location: Indianapolis, IN (Northside) Work ... What You'll Be Doing You'll manage a portfolio of 4-10 client accounts , handling full-cycle ...

SpartanNash Company

Retail Associate

Berne, IN · On-site

$13 - $15/hr

... ® portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Service Associate * Stock Associate * Produce Associate * Deli Associate * Bakery Associate

SpartanNash

Retail Associate

New Palestine, IN · On-site

$14.25 - $16.25/hr

... Family portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Service Associate * Stock Associate * Produce Associate * Deli Associate * Bakery Associate

SpartanNash Company

Retail Associate

Richmond, IN · On-site

$13.75 - $15.75/hr

... ® portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Service Associate * Stock Associate * Produce Associate * Deli Associate * Bakery Associate

SpartanNash Company

Retail Associate

Hartford City, IN · On-site

$13.75 - $16/hr

... ® portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Service Associate * Stock Associate * Produce Associate * Deli Associate * Bakery Associate

SpartanNash

Retail Associate

Hartford City, IN · On-site

$13.75 - $16/hr

... Family portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Service Associate * Stock Associate * Produce Associate * Deli Associate * Bakery Associate

SpartanNash

Retail Associate

Richmond, IN · On-site

$13.75 - $15.75/hr

... Family portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Service Associate * Stock Associate * Produce Associate * Deli Associate * Bakery Associate

SpartanNash Company

$15 - $17.25/hr

... ® portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Service Associate * Stock Associate * Produce Associate * Deli Associate * Bakery Associate

SpartanNash

Retail Associate

Logansport, IN · On-site

$14 - $16.25/hr

... Family portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Service Clerk Cashier Online Shopper Bakery Associate Produce Associate Deli Associate Meat ...

SpartanNash Company

Retail Associate

Elwood, IN · On-site

$14.50 - $16.75/hr

... ® portfolio of products, to locations in all 50 states. Our braggingly happy team members ... Service Associate * Stock Associate * Produce Associate * Deli Associate * Bakery Associate

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Portfolio Associate information

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How much do portfolio associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for portfolio associate in Indiana is $18.09, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $19.23 per hour, depending on experience, location, and employer.

What is a portfolio associate?

A Portfolio Associate is a finance professional who supports portfolio managers in overseeing investment portfolios. Their main responsibilities include monitoring portfolio performance, conducting research and analysis, preparing reports, and handling trade execution and compliance tasks. They act as a bridge between portfolio managers, clients, and other financial teams to ensure smooth investment operations. Portfolio Associates typically work at asset management firms, banks, or investment companies and play a crucial role in helping manage client assets effectively.

How does a portfolio associate typically collaborate with portfolio managers and analysts in daily operations?

As a Portfolio Associate, you will work closely with portfolio managers and analysts to ensure the smooth execution of investment strategies. This includes assisting with trade execution, monitoring portfolio performance, and preparing reports for client meetings. You may also help with research, data analysis, and responding to client inquiries. Effective communication and attention to detail are essential, as you'll often serve as a bridge between investment teams and other departments such as compliance and operations.

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

To thrive as a Portfolio Associate, you need a solid understanding of finance, investment principles, and portfolio management, often supported by a bachelor's degree in finance, economics, or a related field. Familiarity with portfolio management software, financial modeling tools, and proficiency in Excel are commonly required, and certifications like CFA Level I can be advantageous. Strong analytical thinking, attention to detail, and effective communication are critical soft skills for collaborating with managers and interpreting data. These skills ensure accurate portfolio monitoring, informed decision-making, and efficient support of investment strategies.

Does portfolio management pay well?

Portfolio management is generally a well-paying profession, especially for experienced managers and those working in finance or investment firms. Salaries can vary based on location, level of experience, and performance bonuses, with many roles offering six-figure compensation for senior positions.

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 Associate jobs in Indiana?

For Portfolio Associate jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Portfolio Associate jobs in Indiana look for?

The top searched job categories for Portfolio Associate jobs in Indiana are:

What cities in Indiana are hiring for Portfolio Associate jobs?

Cities in Indiana with the most Portfolio Associate job openings:

Portfolio Associate jobs near you
Infographic showing various Portfolio Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $37,634 per year, or $18.1 per hour.

Client PM Portfolio Mgr, Sr

Evansville, IN • On-site

Old National Bank

8.2

Company rating: 8.2 out of 10

Based on 39 frontline employees who took The Breakroom Quiz

52nd of 172 rated banks

People enjoy working here

Good employer

Recommended by parents

Learn more about Old National Bankexternal

$77K - $153K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 5 days ago

Job description

Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently seeking a Portfolio Manager that will collaborate with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience. The Portfolio Manager manages investment activities for fee revenue producing accounts. They provide investment expertise and oversight on accounts that require decision making and implementation. Portfolio Manager takes into consideration the sensitivity due to the nature of the relationship, size/type of assets managed, fiduciary requirements, comprehension of tax considerations, multi-generational structures, and coordination with outside attorneys, trustees and consultants.
Salary Range
The salary range for this position is $77,900 - $153,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Management of investment portfolios:
  • Develops and recommends a client centric investment portfolio leveraging all of Wealth Management's investment solutions to achieve client's investment objectives. Reviews and analyzes investment portfolios to develop the appropriate asset allocation and select underlying investment strategies with an understanding of the client's preferences.
  • Provide ongoing oversight, recommending and implementing changes to the holdings and asset allocation to maintain compliance with strategies and policies.
  • Ensure assigned portfolios are managed consistently, including maintaining the proper asset allocation, portfolio rebalancing, implementing investment changes, and raising cash.
  • Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
  • Transition non-compliant portfolios to approved strategies.
  • Manage account liquidity to provide for ongoing cash demands and distributions and risk management.
  • Performs annual Reg 9 Investment reviews for assigned accounts and ensures full compliance with regulations.

Relationship management and development:
  • Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting.
  • Serves as the relationship expert in the areas of 1834 a Division of Old National investment capabilities, portfolio performance, the economy, and market environment.
  • Prepares and presents detailed investment information to clients.
  • Participates in business development efforts with Wealth Advisors, Trust Officers and other relationship managers.
  • Collaborates with internal partners to deliver an exceptional and cohesive client experience.
  • Maintains an integral and influential presence within the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity.
  • Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, and ensuring current allocations are appropriate.
  • Respond to client requests for information, advice, and service, including proactive client outreach and creating and building investment content for prospect and client presentations, client investment reviews, prospecting events, thought leadership articles and investment updates, and documenting account activities and client interaction.
    May provide leadership through interaction and mentoring of other investment associates.
  • Participate in weekly Portfolio Manager meetings.
  • Work individually or with a team on assigned projects.

Develops and maintains current industry knowledge and expertise
  • Engages in thought leadership publications, educational opportunities, and practice hosted symposiums and events.
  • Accountable for personal execution of initiatives, new capability rollouts, and required training.
  • Consistently demonstrates expertise with new investment strategies, tools and capabilities, and portfolio research and investment methodologies.
  • Provides feedback on areas for improvement to leadership on national initiatives, changes, and expectations.
  • Stays current with current general economic data, equity and credit markets, specific company coverage, active and passive mutual funds/exchange traded funds and tactical asset allocations investment decisions.

Key Competencies for Position
  • Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions.
  • Influencing Others - Maintain in-depth knowledge of the company's investment strategies and the ability to present and explain the use of appropriate strategies to clients and team members.
  • Communicating with Impact - Special projects and presentations as assigned.

Key Measures of Success/Key Deliverables:
  • Compliance with Old National's investment Strategies and policies.
  • Client retention.
  • Business development and increasing share of client wallet assets.

Qualifications
  • Bachelor's degree - Business, finance, economics or relevant degree.
  • Minimum 5 years of investment experience, which may include research, in which consistent long term investment performance has met objectives.
  • May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
  • Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.
  • Decision making, sales, and negotiating skills are required to contribute to the market's revenue generation and guide sensitive or difficult situations through agreement.
  • Requires specialized depth and/or breadth of expertise in own job discipline or field.
  • Interprets internal/external business challenges and recommends best practices to improve products, processes, or services.
  • Communicates difficult concepts and negotiates with others to adopt a different point of view.
  • CFA or other advanced designation such as CPA or CFP
  • Graduate degree such as MBA or JD preferred
  • Technical experience in investment software (IE: FIS, Charles River, Morningstar, Factset, First Rate, Salesforce and Microsoft Office.)
  • 5+ years of investment decision making and financial consulting experience working with high-net-worth clients.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!

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