Portfolio Manager Jobs in Indiana
A Portfolio Manager in the finance industry is responsible for managing investment portfolios for individuals or institutions. They make decisions about investment mix and policy, matching investments to objectives, asset allocation, and balancing risk against performance. Portfolio Managers also conduct research and analysis, select appropriate investments and manage day-to-day portfolio operations. This role requires a thorough understanding of financial markets, strong analytical skills, and the ability to make informed investment decisions.
Key skills for a Portfolio Manager include advanced mathematical abilities, strategic planning, financial acumen, and excellent communication skills. They should possess relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Investment Counselor (CIC). Before becoming a Portfolio Manager, a professional might work as a Financial Analyst, Investment Analyst, or a Trader to gain the necessary experience and expertise in the field.
Alternate Locations:** Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina) **Work Arrangement:** Hybrid Preferred : Preferred...
Commercial Portfolio Manager II -Middle Markets
- Indianapolis, IN
- 3 days ago
- Indianapolis, IN
- 3 days ago
Summary: The Commercial Portfolio Manager II - Middle Market Banking will manage a book of business greater than $100MM+ in commitments and/or outstandings, and/or support a specialty area in a Commercial...
Remote WorkSenior Lead- Business Operations and Risk Manager
- Indianapolis, IN
- 3 days ago
- Indianapolis, IN
- 3 days ago
About Lumen** Lumen connects the world. We are igniting business growth by connecting people, data and applications quickly, securely, and effortlessly. Together, we are building a culture and...
SAP - Plant Maintenance - Asset Manager - EAM - Senior Manager - Consulting - Location OPEN
- Indianapolis, IN
- 8 days ago
- Indianapolis, IN
- 8 days ago
Location: Anywhere in Country At EY, were all in to shape your future with confidence. Well help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you...
Portfolio Manager 1 - Commercial Admin Total Bank
- New Albany, IN
- 9 days ago
- New Albany, IN
- 9 days ago
Summary The Portfolio Manager will work as a member of the commercial banking team....
The Commercial Portfolio Manager (Portfolio Manager) is primarily responsible for managing a portfolio of assigned relationships in adherence to Bank policies and procedures and in accordance with sound...
_What Portfolio Management contributes to Cardinal Health_** Portfolio management is responsible for assessing customer needs, market conditions and competition to inform business strategy. This...
Job Title: Wealth Manager Purpose: The Wealth Manager is the primary source of relationship development, consultation, and advice to assigned existing clients of the firm. Expertise is expected on...
First Merchants Bank is seeking a Wealth Manager to join our team! This position will be responsible for the retention and expansion of existing relationships and development of new wealth...
Investment Portfolio Manager - CFA, CIMA, CFP
- Indianapolis, IN
- 19 days ago
- Indianapolis, IN
- 19 days ago
Job Description: At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts....
About the Position: As a Single Tenant Lease (STL) Portfolio Manager (PM) you will provide general credit monitoring activities, administrative support and oversight to the banks commercial real estate...
Senior Portfolio Manager, Commercial Banking
- Crown Point, IN
- 22 days ago
- Crown Point, IN
- 22 days ago
Manager supports the Middle Market Commercial Banking team, analyzing commercial business financial statements ranging from $20MM to $500M in revenue and calculating critical credit metrics such as...
Job Description: At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts....
JOB SUMMARY CEO CIB Office Credit & Portfolio Management (CPM) CPM Distribution is part of Credit & Portfolio Management. CPM Distribution co-ordinates loan sales in the secondary market to...
and Requirements General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to...
Demographic Data for Indiana
Moving to Indiana? Find some basic demographic data about Indiana below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
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Salary for Portfolio Manager Jobs in Indiana
Required or preferred licenses and certifications for Portfolio Manager positions.
Highest Education Level
Portfolio Managers in Indiana offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Portfolio Manager position
- Asset Allocation
- FactSet
- Credit Underwriting
- Comprehensive Capital Analysis and Review
- Treasury
- Financial Modeling
- BSA
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Derivatives
- Treasury Management
- Wealth Management
- Cash Flow Analysis
- Balance Sheets
- Fixed Income
- Commercial Real Estate
- Valuation
- Capital Markets
- Investment Management
- Credit Analysis
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Real Estate
- Finance
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Implementation
- Analytical Skills
- Auditing
- Negotiation
- Written Communication
- Presentation
- Verbal Communication
- Mentoring
- Collaboration
- Flexibility
- Reporting
- Documentation
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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