IN0534 Fishers


Job Description

The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily investment decisions concerning investment portfolios, implementing stated strategies from the Chief Investment Officer, and executing investment decisions for the assigned investment portfolios.

Essential Functions• Meet with clients to discuss investment strategy• Recommend portfolio changes and review investment performance• Identify and analyze rates of return and risks associated with the various components of the investments and other potential investments• Monitor the financial condition of the securities which are held in investment portfolios• Keep informed of market trends and analyzing the effect of these trends on the investment portfolios• Maintain relationships with traders as well as with other members of the investment community to execute investment decisions in a timely manner• ...