Senior Portfolio Manager (Trust)

Location: Fishers, Indiana, United States; full-time on-site work

Company

hirify.global provides banking and trust investment services.

What you will do

• Manage bond and equity investments for individual trust and advisory clients.
• Develop client investment objectives and strategies, recommend portfolio changes, and provide investment advice.
• Research securities and markets, analyze returns and risks, and make timely purchase and sale decisions.
• Meet with clients and prospects, communicate investment performance, and prepare client correspondence and presentations.
• Coordinate with traders, Trust Operations, administrators, and the Trust Investment Committee.
• Maintain accurate account documentation, ensure policy and regulatory compliance, and oversee account system coding.

Requirements

• Bachelor's degree in business, finance, or a related field.
• 8–12 years of investment experience within a trust department or registered investment adviser.
• Ability to analyze financial data and knowledge of economics, financial markets, and investment risks.
• Client relationship management, communication, presentation, judgment, and decision-making skills.
• Ability to use Microsoft Office, department-specific software, and on-site equipment.
• Ability to work on-site in Fishers, Indiana.

Nice to have

• CFA, CFP, or CIMA certification.

Culture & Benefits

• Collaborative work as part of a team and participation in problem-solving and decision-making.
• Regular client meetings and investment reviews.
• Work governed by Trust policies, procedures, and applicable federal and state regulations.
• Commitment to an inclusive environment and equal employment opportunity.