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.
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...
Commercial Portfolio Manager III -Middle Markets
- Indianapolis, IN
- 21 hours ago
- Indianapolis, IN
- 21 hours ago
Description Summary: The Commercial Portfolio Manager III - Middle Market Banking will manage a book of business greater than $100MM+ in commitments and/or outstandings, and/or support a specialty area...
Remote WorkManager 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...
Application Deadline: 06/29/2025 Address: 135 N Pennsylvania Street Job Family Group: Commercial Sales & Service Facilitates decisioning and analysis of all types of credit information to support...
/22609/a0ddcb5b-f5de-40b3-bed4-be7f923b6be8.png&z=8&s=FIN&ih_t=6%2F15%2F2025+5%3A41%3A15+AM&utm_medium=internal%20referrer&utm_campaign=employer-fsa&utm_content=fsa-federal&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
About Us Standard At ANZ, we're shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers....
VENDOR RISK SPECIALIST II* WHAT IS THE OPPORTUNITY? The Vendor Program Manager will be responsible for managing vendor relationships across the vendor life cycle phases. This role will be...
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...
Duties The Portfolio Manager will manage risk/audit requirements for the assigned portfolio as outlined in Policies & Procedures....
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...
Job Type Full-time Description CREA, LLC is a full-service low-income housing tax credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and...
Join our team! We are hiring for the role of Capital Asset Manager in the Engineering Department. Essential Job Functions Oversees budgeting, forecasting, and financial planning related to asset...
Senior Commercial Banking Portfolio Manager
- Indianapolis, IN
- 30+ days ago
- Indianapolis, IN
- 30+ days ago
About this role: Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager to support our Middle Market banking teams in Chicago, Detroit, and Milwaukee....
Associate Director, Portfolio Management - Lender Finance
- Indianapolis, IN
- 30+ days ago
- Indianapolis, IN
- 30+ days ago
Portfolio Managers balance supporting the Commercial Bank's growth while ensuring a scalable, well-managed business....
Remote Work5/1/2025 Construction Risk Management Analyst Tracking Code 1456-356 Job Description Risk Management Analyst Opportunity with Traylor Bros., Inc.! Traylor Bros., Inc. is a highly-respected heavy...
Demographic Data for Indiana
Moving to Indiana? Find some basic demographic data about Indiana below.
Portfolio Manager Online Courses and Training Opportunities
Title Synonyms
Users interested in this job title also searched for the following job titles
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
- Comprehensive Capital Analysis and Review
- Treasury
- Credit Underwriting
- Commercial Lending
- Financial Statement Analysis
- Financial Statements
- Treasury Management
- Financial Modeling
- Derivatives
- Wealth Management
- Balance Sheets
- Cash Flow Analysis
- Fixed Income
- Commercial Real Estate
- Valuation
- Investment Banking
- Capital Markets
- Credit Analysis
- Investment Management
- Lending
- Financial Analysis
- Financial Services
- Client Relationships
- Underwriting
- Anti-Money Laundering
- Mortgage Processing
- Portfolio Management
- Risk Analysis
- Asset Management
- Due Diligence
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Decision Making
- Analytical Skills
- Implementation
- Consulting
- Auditing
- Negotiation
- Presentation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Budgets
- Regulations
- Policy Development
- Microsoft Office
- Project Management
- Problem Solving
- Sales
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Portfolio Manager Related Career Advice Articles
Impress Employers with These Finance Certifications
For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.
Read article »
Corporate Finance vs. Investment Banking: Which Career is Right for You?
Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.
Read article »
5 Types of Finance Jobs: Which Is the Best Fit?
Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.
Read article »