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.
Commercial Portfolio Manager - Equipment Finance
- Indianapolis, IN
- moments ago
- Indianapolis, IN
- moments ago
Description Summary: The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated...
Remote WorkLeasing Portfolio Manager-Commercial Real Estate (Retail)
- Indianapolis, IN
- 4 days ago
- Indianapolis, IN
- 4 days ago
We currently have an exciting opportunity for a Leasing Portfolio Manager to join our team in Indianapolis, IN Corporate Headquarters....
About Us 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. About the...
Job Title: Portfolio Manager Overview As our Portfolio Manager in Evansville, you will manage investment portfolios to meet the goals of high net worth clients....
Job Description At Strategy & Consulting, we work closely with C-suite executives and industry leaders to drive transformation across all areas of their businesses. Our mission is to help...
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...
Job Description The Commercial Portfolio Manager I is responsible for the ongoing monitoring process for the Bank's commercial loans to ensure timely and accurate risk ratings and compliance with credit...
Team Lead, Credit & Portfolio Management (Emerging Middle Market)
- Indianapolis, IN
- 11 days ago
- Indianapolis, IN
- 11 days ago
Application Deadline: 04/29/2025 Address: 50 S 6th Street Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with...
Investment Manager/Portfolio Research Specialist - Defined Contribution Plans
- Indianapolis, IN
- 19 days ago
- Indianapolis, IN
- 19 days ago
Preferred experience/skills: Investment due diligence Attribution analysis and writing client-facing fund commentary Leadership & training of co-workers Experience with mutual funds, CIT's or other...
Apply Job Type Full-time Description The Asset Manager will assist a team in managing the portfolio of multifamily properties syndicated through the Low-Income Housing Tax Credit "LIHTC" program....
Asset Manager/Device Support Engineer 25/26 SY
- Indianapolis, IN
- 26 days ago
- Indianapolis, IN
- 26 days ago
WELCOME TO INDIANAPOLIS PUBLIC SCHOOLS! At IPS, we believe in the transformative power of education. We work collectively every day to prepare our students for success in the classroom and in life...
Nomura Overview: Nomura is an Asia-based financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of...
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...
Business Banking Portfolio Manager, Fort Wayne, IN
- Fort Wayne, IN
- 45+ days ago
- Fort Wayne, IN
- 45+ days ago
POSITION SUMMARY Responsible for assisting one or more RMs, who have large/complex loan portfolios (either by dollar size, number of relationships, or a combination of both) manage key aspects of...
Company overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the...
Demographic Data for Indiana
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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
- Loss Control
- Asset Allocation
- Treasury
- Financial Modeling
- Financial Statements
- Commercial Lending
- Derivatives
- BSA
- Wealth Management
- Cash Flow Analysis
- Credit Underwriting
- Balance Sheets
- Internal Control
- Capital Markets
- Fixed Income
- Valuation
- Credit Analysis
- Commercial Real Estate
- Investment Banking
- Investment Management
- Lending
- Financial Analysis
- Anti-Money Laundering
- Financial Services
- Underwriting
- Portfolio Management
- Risk Analysis
- Due Diligence
- Asset Management
- Modeling
- Finance
- Real Estate
- Reimbursement
- Accounting
- Risk Management
- Strategy Development
- Analytical Skills
- Implementation
- Decision Making
- Negotiation
- Written Communication
- Auditing
- Presentation
- Documentation
- Reporting
- Collaboration
- Interpersonal Skills
- Budgets
- Bachelor's Degree
- Regulations
- Policy Development
- Project Management
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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