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Portfolio Manager Jobs in Indiana (NOW HIRING)

First Merchant's Bank

Portfolio Manager

Fort Wayne, IN · On-site

This position will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments. Essential Duties and Responsibilities: * Manage investments of assigned ...

FIRST MERCHANTS

Portfolio Manager

Fort Wayne, IN · On-site

This position will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments. Essential Duties and Responsibilities: * Manage investments of assigned ...

Northwest

Senior Portfolio Manager

Fishers, IN

IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated ...

Northwest Bank

Senior Portfolio Manager

Fishers, IN · On-site

IN0534 Fishers The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated ...

Dexter

Product Portfolio Manager

Bristol, IN

About the Opportunity The Portfolio Growth Manager is responsible for the commercial success and long-term performance of an assigned product portfolio. This role develops and executes strategies ...

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. Essential Functions * Monitor credit performance of individual commercial borrowers ensuring timely ...

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All JobsPortfolio JobsPortfolio Manager JobsPortfolio Manager Jobs in Indiana

Portfolio Manager information

See Indiana salary details

$35.2K

$95.6K

$178.4K

How much do portfolio manager jobs pay per year?

As of Jul 17, 2026, the average yearly pay for 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 Portfolio Manager vs Financial Analyst?

AspectPortfolio ManagerFinancial Analyst
Required CredentialsTypically CFA, CFP, or similar certificationsOften CFA, CPA, or relevant finance degrees
Work EnvironmentInvestment firms, asset management companies, banksCorporations, investment banks, consulting firms
Employer & Industry UsageFocus on managing investment portfolios for clients or firmsFocus on analyzing financial data to support investment decisions

While both roles require strong financial knowledge and certifications like CFA, Portfolio Managers primarily oversee investment portfolios and make strategic decisions, whereas Financial Analysts focus on analyzing data to inform those decisions. The roles often work closely but differ in scope and responsibilities.

Do you need a CFA to be a portfolio manager?

A CFA designation is not mandatory to become a portfolio manager, but it is highly valued and often preferred by employers for demonstrating expertise in investment analysis and portfolio management. Many portfolio managers also hold advanced degrees or relevant certifications, and strong experience in finance and investment strategies is essential.

What are some common challenges Portfolio Managers face when balancing multiple client portfolios?

Portfolio Managers often juggle multiple client accounts simultaneously, each with distinct investment goals, risk tolerances, and time horizons. One of the main challenges is maintaining clear communication with clients to understand their evolving objectives while ensuring that portfolio allocations remain aligned with market conditions and compliance standards. Additionally, Portfolio Managers must stay updated on market trends, manage performance reporting, and coordinate with analysts, traders, and compliance teams. Effective time management, strong analytical skills, and adaptability are essential to handle these complexities successfully.

What does a Portfolio Manager do?

A Portfolio Manager is responsible for making investment decisions and managing a collection of assets or securities on behalf of clients, such as individuals or institutions. They analyze market trends, assess risk, and develop strategies to achieve specific financial goals. Portfolio Managers regularly review and adjust investment holdings to maximize returns and minimize risks according to the client's objectives and constraints.

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

To thrive as a Portfolio Manager, you need strong analytical abilities, financial modeling expertise, and a solid educational background in finance or economics, often complemented by a CFA or MBA. Familiarity with portfolio management software, Bloomberg Terminal, and risk assessment tools is crucial for effective asset allocation and performance tracking. Excellent communication, decision-making, and relationship-building skills help you interact with clients and stakeholders. These competencies are vital for making informed investment decisions, managing risk, and building client trust in a competitive financial environment.

What Does a Portfolio Manager Do?

A portfolio manager manages funds and investment strategies on behalf of a client. They may research and develop strategies for individuals or institutional investors, such as pension funds, or governmental entities, such as states municipalities. Although a portfolio manager has some sales duties, their primary responsibilities are as a financial research analyst, as they determine the amount of risk to which a client is willing to be exposed. This position is commonly found at investment banks or similar financial institutions. Qualifications to become a portfolio manager include a bachelor’s degree in statistics, economics, finance, or a related field as well as any relevant professional licenses.

What does a portfolio manager actually do?

A portfolio manager is responsible for overseeing investment portfolios, making decisions on asset allocation, and selecting securities to meet clients' financial goals. They analyze market trends, assess risk, and use financial tools and models to optimize investment performance, often holding relevant certifications like the CFA. Their work involves continuous monitoring and adjusting investments to achieve desired returns within acceptable risk levels.

How do you become a portfolio manager?

To become a portfolio manager, typically one needs a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment analysis or financial management. Many professionals pursue certifications such as the Chartered Financial Analyst (CFA) designation to enhance their credentials. Strong analytical skills, knowledge of financial markets, and proficiency with investment tools are also important for success in this role.

How much money does a portfolio manager make?

A portfolio manager's salary varies based on experience, location, and the size of the firm, but typically ranges from $70,000 to over $200,000 annually. Many also earn performance-based bonuses and may hold certifications like the CFA to enhance earning potential.
More about Portfolio Manager jobs
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 Manager jobs in Indiana? For Portfolio Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Portfolio Manager jobs in Indiana look for? The top searched job categories for Portfolio Manager jobs in Indiana are:
What cities in Indiana are hiring for Portfolio Manager jobs? Cities in Indiana with the most Portfolio Manager job openings:
Portfolio Manager jobs near you
Infographic showing various Portfolio Manager job openings in Indiana as of July 2026, with employment types broken down into 82% Full Time, 16% Part Time, 1% Temporary, and 1% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $95,592 per year, or $46 per hour.
Portfolio Manager

Portfolio Manager

First Merchant's Bank

Fort Wayne, IN • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

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 Portfolio Manager to join our team! This position will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments.
Essential Duties and Responsibilities:
  1. Manage investments of assigned client portfolios.
    1. Communicate with clients using multiple formats (verbal - in person or by phone; written - electronic or paper)
    2. Direct purchases and sales in accordance with company policies and client directives.
    3. Administer asset mix in accordance with company policies and client directives.
  2. Contribute to content and format of investment marketing and reporting material.
  3. Research, review and make recommendations on Guidance Lists securities.
  4. Execute sales/purchases of securities.
  5. Coordinate with other division personnel in team approach to client service.
  6. Supplement new business efforts by investment research and aid in completing RFPs.

In order to be successful in this position, we require the following:
  • Bachelor's degree.
  • Three (3) years of related investments experience.

The following would be a plus:
  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP)

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!
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

What First Merchants Bank employees say

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