Reference Number: HRJ7703
Location: Indianapolis/Fort Wayne, Indiana

Judson Group has been exclusively retained by a highly respected, financially strong $7B Midwest-based financial institution in the search for an experienced Investment Portfolio Manager. This is an exciting opportunity for a seasoned investment professional to step directly into a client-facing, investment-centric role—driving portfolio strategy, conducting hands-on research, and contributing to the growth of a thriving investment division.

You’ll immediately take ownership of a book of sophisticated clients, working alongside seasoned Relationship Managers to deliver exceptional portfolio management and strategic guidance.

Why You’ll Love This Role:

• Step into a role with an established client base, where your investment decisions and insights will be seen and felt right away.
• Bring your expertise to the table—your voice matters in portfolio construction, research, and investment policy.
• Enjoy the best of both worlds—financial stability and strong infrastructure paired with a nimble, relationship-driven team.
• Work across asset classes including equities, fixed income, and alternative investments.
• Build real relationships with clients and help drive long-term outcomes, not just quarterly returns.

What You’ll Be Doing:

• Lead investment research and trading activity across complex client portfolios.
• Serve as the primary investment professional for assigned high-net-worth relationships—participating in client meetings and delivering strategic portfolio insights.
• Help shape and evolve investment policy guidelines, while researching and vetting a wide range of traditional and alternative investment options.
• Manage diversified portfolios including personal trust, employee benefit plans, and commingled funds—with a focus on delivering consistent, risk-aware returns.
• Execute trades, monitor performance, and ensure portfolios remain aligned with client objectives and market opportunities.
• Play a key role in new business development efforts and actively participate in trust and investment committee meetings.
• Serve as a trusted resource in the firm’s investment strategy, client communications, and long-term planning discussions.

What We’re Looking For:

• 5–8 years of investment management experience, ideally in portfolio construction and research.
• Bachelor’s degree required; Advanced degree (MBA), CFA®, or CFP® designation highly preferred.
• Proven ability to manage and grow high-value client relationships.
• Strong analytical background with deep understanding of equity and fixed income strategies.
• Familiarity with alternative investments is a plus.
• Confident communicator with strong presentation and technology skills.

Compensation & Benefits:

• Competitive base salary.
• Annual performance-based bonus.
• Full benefits package including health, retirement, and professional development support.

Reference Number: HRJ7703
Location: Indianapolis/Fort Wayne, Indiana