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Portfolio Management Associate Jobs in Indiana (NOW HIRING)

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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 ...

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Portfolio Management Associate information

See Indiana salary details

$8

$18

$30

How much do portfolio management associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for portfolio management 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 are the key skills and qualifications needed to thrive as a portfolio management associate, and why are they important?

To thrive as a Portfolio Management Associate, you need strong analytical skills, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and proficiency in Excel and financial modeling are highly valued, and certifications like the CFA can be advantageous. Excellent attention to detail, communication skills, and the ability to work collaboratively are important soft skills in this role. These abilities are crucial for making informed investment decisions, accurately managing client portfolios, and effectively supporting the portfolio management team.

What is a portfolio management associate?

Portfolio Management Associates are professionals who support portfolio managers in overseeing investment portfolios for clients or institutions. Their duties typically include researching investment opportunities, monitoring portfolio performance, preparing reports, and ensuring that investment strategies align with clients' goals. They act as a liaison between clients and portfolio managers and help execute investment decisions. This role requires strong analytical skills, attention to detail, and knowledge of financial markets.

How does a portfolio management associate typically contribute to investment decision-making within a team environment?

As a Portfolio Management Associate, you play a vital supporting role in the investment process by conducting research, analyzing market trends, and assisting with portfolio monitoring and reporting. You’ll collaborate closely with portfolio managers, analysts, and sometimes client service teams to gather data, prepare performance reports, and help execute investment strategies. This role requires strong attention to detail and effective communication skills, as your insights and analyses often inform key decisions. Teamwork and the ability to manage multiple tasks under tight deadlines are essential for success.

What is the difference between Portfolio Management Associate vs Investment Analyst?

AspectPortfolio Management AssociateInvestment Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, often pursuing CFA or related certifications
Work EnvironmentFinancial firms, asset management companiesResearch firms, investment banks, asset managers
Primary ResponsibilitiesSupporting portfolio strategies, trade execution, client reportingAnalyzing securities, market research, financial modeling

While both roles support investment decision-making, Portfolio Management Associates focus on implementing strategies and managing client portfolios, whereas Investment Analysts primarily conduct research and analysis to inform investment choices.

What are popular job titles related to Portfolio Management Associate jobs in Indiana? For Portfolio Management Associate jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Portfolio Management Associate jobs in Indiana look for? The top searched job categories for Portfolio Management Associate jobs in Indiana are:
What cities in Indiana are hiring for Portfolio Management Associate jobs? Cities in Indiana with the most Portfolio Management Associate job openings:
Portfolio Management Associate jobs near you
Infographic showing various Portfolio Management Associate job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $37,634 per year, or $18.1 per hour.

Sr Commercial Relationship Manager

First Baptist Church of Alamance

Columbus, IN • On-site

Full-time

Re-posted 26 days ago

Job description

We do the right things, right now.  We do them in a way that is relevant to our clients.  Become a part of our history as it continues to be written! 
If you are interested and qualified for this role, we invite you to apply.

The Relationship Manager ("RM") will handle multi-faceted relationships as you call on prospective and existing clients to generate loans, deposits, and fees for a geographic area. The RM will determine credit eligibility, prepare loan narratives, ensure loans meet appropriate criteria, and effectively cross-sell a wide variety of products. Responsibilities include marketing products and services, including preparing for client calls, making sales calls, and call follow-up as well as monitoring and enhancing profitability on all assigned relationships. The Relationship Manager participates in the achievement of corporate sales and service goals to build customer (external/internal) relationships and enhance shareholder value. The position will generally be located in a market hub or other high business potential.

Essential Functions/Responsibilities

  • Develops new and expands existing client relationships by initiating business development activities, proactively reviewing client's current and changing financial needs, and cross selling products and services.
  • Grows and maintains a profitable book of business (loans and deposits) to achieve individual and market goals.
  • Develops a comprehensive understanding of client's needs based on the review and analysis of personal and financial data.
  • Qualifies prospects by collecting and analyzing financial and related data in order to determine the general credit worthiness of the prospect and the merits of the specific loan requests.
  • Prepares and oversees the completion of the loan approval requirements including careful underwriting of the loan so that the structure meets the needs of the borrower and the bank. Obtains appropriate approval for credit under consideration.
  • Recommends and negotiates the terms under which the credit will be extended to include pricing fees, costs repayment method and schedule, collateral requirements, etc.
  • Responsible for portfolio management including monitoring credit quality which includes past due credits, non-performing and credit exceptions, covenant compliance and credit exceptions of their active portfolio.
  • Actively participates and represents First Financial Bank in various community, civic and professional organizations.
  • Refers loans to loan committee for approval.
  • Responsible for understanding clients' financial goals, provide credible advice and recommend products that fit their holistic needs. Intimately understand clients' business priorities and refer them to other lines of business as appropriate.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

  • Bachelor's degree.
  • Three (3) years of proven relationship/account management experience selling banking products in the appropriate segmentation required.
  • Excellent interpersonal, written and verbal communication and presentation skills.
  • Excellent organizational skills and ability to handle and prioritize multiple tasks.
  • Well-developed analytical and problem-solving skills.
  • Ability to generate new business through a consultative sales approach.
  • Demonstrated sales and negotiating experience.
  • Ability to work effectively with individuals and groups in managing customer relationships.
  • Well versed in product knowledge.

Preferred Knowledge and Skills

Level of Complexity and Scope

Degree of Independence and Decision-Making

Required Supervisory Responsibilities

Physical Requirements

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide.

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.

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