Portfolio Manager

Harbour Trust Company provided pay range

This range is provided by Harbour Trust Company. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Harbour Trust is seeking an experienced Portfolio Manager in Northwest Indiana with strong analytic and communications skills to manage investment portfolios. This full‑time position reports to the SVP & Chief Investment Officer.

• Based on prudent, time‑tested principles to generate competitive risk‑adjusted investment returns and to help our clients achieve their financial goals.
• Manage diversified, multi‑asset portfolios using individual core growth and investment‑grade fixed‑income securities.
• Execute tactical portfolio adjustment across our strategic asset allocation spectrum.

• Provide intellectual analysis of investment and account data to deliver above‑average investment returns.
• Apply best practices to ensure accuracy and mitigate risks to HTC and clients.
• Maintain and build trusting relationships by satisfying internal and external client requirements and requests with care and integrity.
• Represent the Company with great professionalism.

• Provide excellent client service.
• Collaborate with Financial Advisors and clients to develop investment objectives and construct appropriate investment portfolios.
• Perform investment reviews for trust, investment management and institutional clients.
• Invest assets according to Investment Policy guidelines to deliver a competitive risk‑adjusted return.
• Assist Advisors in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management.
• Present investment strategy and performance updates to clients and Advisors.
• Monitor global macroeconomic conditions and financial market trends and analyze the potential impact on Company investment strategy and client investment portfolios.
• Monitor fundamentals of the Company’s equity and fixed‑income positions.
• Comply with legal and regulatory requirements and Company policies and procedures.

• Bachelor’s degree in Business, Economics, Accounting, or Finance.
• 3+ years’ experience as a Portfolio Manager in banking/securities industry.
• Experience analyzing individual equity and fixed‑income securities.
• Experience managing individual security large‑cap equity and investment‑grade fixed‑income portfolios.
• Experience working with and presenting to high‑net‑worth clients and prospects.
• CFA designation or candidate preferred.
• Ability to travel and work remotely (as needed).

• Sharp analytic and math skills.
• Strong Excel and Adobe skills.
• Excellent organizational skills, effectively managing time and priorities.
• Writes clearly and informatively, edits work for spelling and grammar.
• Openly and respectfully questions colleagues to gain clarity and understanding.
• Must professionally maintain confidential information.

Mid‑Senior level

Full‑time

Finance and Sales, Investment Management