IndianapolisINRecruiter Since 2001
the smart solution for Indianapolis jobs

Portfolio Manager and Analyst

Company: The National Bank of Indianapolis
Location: Indianapolis
Posted on: November 22, 2020

Job Description:

Purpose of Position: Analyze stocks, bonds and outside money managers to make recommendations to the investment committee. General portfolio management duties may include specific responsibilities in one or more of the following investment areas: municipal bond, taxable bond, mutual funds, and stocks. Meet with current clients and prospects to provide excellent customer service and attract new clients.

Essential Functions:


  • Conduct meetings with clients and prospects, facilitate risk assessments and discuss individual financial goals to ensure that proposals address investment priorities
  • Cultivate and maintain positive relationships with clients through regular, proactive contact, client events and Bank entertainment opportunities (during normal business hours as well as after hours), and routine follow up, ensuring adherence to the Bank's Culture of Excellence
  • Educate clients and prospects regarding asset allocation considerations and models that are available to achieve desired financial outcomes
  • Manage client investment portfolios to achieve client goals
  • Meet with prospects to attract new business and assist in achieving division financial goals
  • Participate in client meetings no less than annually to evaluate account performance against the client's financial goals
  • Maintain current knowledge of developments in portfolio management and the financial markets
  • Analyze stocks, bonds, and outside managers and contribute actively to the Investment Committee
  • Actively support compliance with all applicable laws, regulations, and internal policies of the Bank, the Wealth Management Division, and Diamond Capital Management
  • Promote the Bank's image in the community by participating in community activities, coordinating community development efforts, and promoting involvement and participation in community service organizations to present a favorable image in the community and establish contacts that could generate new business
  • Serve on Wealth Management committees, as assigned
  • Depending on area of specialization, Essential Functions may also include:
  • Coordinate equity analysis resulting in maintenance of the DCM working list
  • Initiate additions and deletions to the DCM equity working list resulting from careful and diligent equity analysis
  • Coordinate DCM mutual fund approved and working lists
  • Make recommendations regarding portfolio construction to the Investment Committee
  • Write or edit investment commentaries as needed

Keywords: The National Bank of Indianapolis, Indianapolis , Portfolio Manager and Analyst, Professions , Indianapolis, Indiana

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Professions Jobs


Class A CDL Team Drivers
Description: Compensation 1,500 per week GUARANTEED 1,500- 1700 Weekly Average br 6,000 Sign on Bonus paid out over 120 days Benefits Offered IRA Options, Dental, Life, Medical, Vision Employment Type (more...)
Company: ProDrivers
Location: Middletown
Posted on: 11/29/2020

CDL A Company Driver OTR & Regional
Description: CLASS A CDL OVER THE ROAD REGIONAL TRUCK DRIVERS Kreilkamp Trucking is looking for great Class A CDL Over the Road and Regional Truck Drivers to Join our Family Now Hiring OTR Regional CDL A Truck (more...)
Company: Kreilkamp Trucking
Location: Middletown
Posted on: 11/29/2020

Fulfillment Specialist, Night Shift
Description: br br br Fulfillment Specialist, Night Shift br br CHEWY OPEN HIRING EVENT START YOUR NEW CAREER IN AS LITTLE AS ONE WEEK br br The Chewy Team in Dayton is Hosting Open Hiring Events (more...)
Company: Chewy
Location: Middletown
Posted on: 11/29/2020


Fairfield, OH - Material Handler - 1st shift 6:00 AM to 2:30 PM
Description: br br Starting at 16.00/hour - GREAT WORK ENVIRONMENT br br 250 Sign-on bonus paid after 30 days w/good safety attendance br br Looking for REACH TRUCK/STAND FORKLIFT/FORKLIFT experience (more...)
Company: LeSaint Logistics
Location: Fairfield
Posted on: 11/29/2020

Class A Team Driver Jobs
Description: Job Description:LIMITED TIME Dedicated Openings for CDL A Team Drivers NEW 12,000 SIGN ON
Company: U.S.Xpress
Location: Middletown
Posted on: 11/29/2020

-"- - - CDL-A - COMPANY DRIVER - LOCAL WOODLAWN/MASON
Description: Titus Transport Holdings, LLC strives to build a reputation above reproach through sustained, safe,
Company: Titus Transport
Location: Middletown
Posted on: 11/29/2020

Dedicated Flatbed Driver - Weekly Pay!
Description: br br Dedicated Flatbed Drivers Guaranteed Weekly Pay Call Us At 866 990-5053 to learn more br Paul Transportation has a unique Dedicated Flatbed opportunity for YOU. Join Paul Dedicated fleet (more...)
Company: Paul Transportation
Location: Middletown
Posted on: 11/29/2020

CDL A Company Drivers - No touch Freight!
Description: Truck Driver Benefits br br NEW PAY INCREASE br Medical/Dental, and 401K br Paid vacation br Paid orientation br No forced dispatch br No-touch freight br No hazmat br (more...)
Company: Poly Trucking
Location: Middletown
Posted on: 11/29/2020

CDL-A Team Truck Driver - Home Weekly
Description: Pay:-- 0.60/mile if company or 1.05- 1.10/mile FSC if Lease Purchase -- br Route/Duties: br ul br Running from Evansville
Company: Riverside Transport
Location: Middletown
Posted on: 11/29/2020

Class A CDL Dry Van Truck Driver
Description: Now Hiring in the Columbus Area How will your W-2 look this year Action Resources is proud to discuss W-2 s Company Drivers have opportunities to earn between 68K and 85K and the benefits and incentives (more...)
Company: Action Resources
Location: Middletown
Posted on: 11/29/2020

Log In or Create An Account

Get the latest Indiana jobs by following @recnetIN on Twitter!

Indianapolis RSS job feeds