Portfolio Manager

About the RoleAs a Portfolio Manager at First Merchants Bank, you will be responsible for managing portfolios and providing analysis and selection of securities as appropriate fiduciary investments. This role requires strong analytical and communication skills to effectively manage client relationships.Key Responsibilities:Manage investments of assigned...

Job OverviewVestia Personal Wealth Advisors is seeking an experienced Investment Specialist to join their team. This role plays a critical part in the firm's service delivery, working closely with financial advisors to manage investment accounts and develop portfolio strategies.The ideal candidate will have 1-5 years of experience in the financial planning...

About the RoleMadison Management is seeking an experienced Compliance/Portfolio Property Manager to join our team in Alpena, MI. In this role, you will be responsible for managing our portfolio of rural development, Section 42, and HUD properties.Duties and ResponsibilitiesLead a team of five rental agents.Ensure compliance with affordable housing...

Job SummaryWe are seeking an experienced Compliance/Portfolio Property Manager to join our team at Madison Management. As a key member of our team, you will be responsible for overseeing properties, managing a team of rental agents, and ensuring compliance with affordable housing regulations.The company offers a competitive salary range of $70,000 - $90,000...

Company Overview:Madison Management, a leading provider of affordable property management services, is seeking a highly motivated and experienced Compliance/Portfolio Property Manager to join its team.The successful candidate will be responsible for overseeing five rental agents for rural development, Section 42 and HUD properties. With a strong focus on...

Company OverviewMadison Management is an exceptional Affordable Property Management Company headquartered in Alpena, MI. We are seeking a dynamic Compliance/Portfolio Property Manager to join our top-notch team.SalaryThe estimated salary for this position is $80,000 - $100,000 per year, depending on experience. This includes relocation assistance to Alpena,...

About the Role:We are seeking an experienced Portfolio Manager to join our team at First Merchants Bank. In this role, you will be responsible for managing portfolios and providing analysis and selection of securities as appropriate fiduciary investments.Key Accountabilities:Manage and administer client portfolios in accordance with company policies and...

Job SummaryWe are seeking an experienced Investment Portfolio Specialist to join our team at First Merchants Bank. The successful candidate will manage investment portfolios, analyze and select securities, and provide exceptional client service.

About the RoleVestia Personal Wealth Advisors is seeking a Wealth Management Assistant to support our team in managing investment portfolios and implementing strategic plans for clients.This role requires strong analytical skills, excellent communication, and the ability to work effectively in a fast-paced environment.Main Responsibilities:Assist in...

Are you a results-driven and motivated individual who is passionate about delivering exceptional customer service? Do you have 2-10 years of experience in investment management and/or financial planning, as well as some management experience?We're seeking a Financial Advisor to join our team at FORT FINANCIAL CREDIT UNION. This is a full-time opportunity...

Job OverviewWe are seeking an experienced Compliance/Portfolio Property Manager to join our team at Madison Management. This dynamic role involves overseeing five rental agents for rural development, Section 42 and Hud properties.This position requires a strong background in property management, with experience in affordable housing regulations and knowledge...

BenefitsAs a valued member of our team, you will receive a competitive salary range of $85,000 - $110,000 per year, depending on experience. In addition, you will enjoy a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) matching, health savings and flexible spending accounts, vacation/sick time, paid holidays, paid...

About the RoleThis is a key position within our Asset Management division, responsible for directing investments of assigned client portfolios. You will communicate with clients using multiple formats, direct purchases and sales in accordance with company policies and client directives, and administer asset mix in accordance with company policies and client...

About the PositionWe are seeking an experienced Portfolio Manager to join our team at First Merchants Bank. The successful candidate will have a strong background in investment analysis and portfolio management, with excellent communication and interpersonal skills.Main Responsibilities:Develop and implement investment strategies to meet client goals and...

Company OverviewVestia Personal Wealth Advisors oversees the financial well-being for nearly 500 of the nation's highest caliber professionals. We manage nearly $800 million in investment assets and have offices in multiple locations across the country.We are looking for a Investment Portfolio Coordinator to join our team and help us achieve our mission of...

Job SummaryWe are offering a dynamic full-time opportunity for a $60,000 - $80,000 per year salary plus relocation package for a highly motivated and organized individual to oversee five rental agents responsible for rural development, Section 42, and HUD properties. This position requires strong leadership skills, knowledge of affordable housing...

Job OverviewThe successful Construction Superintendent will be responsible for overseeing a portfolio of commercial and industrial projects in the Fort Wayne area. This role requires a candidate with 5+ years' experience in construction management, supervising ground up and renovation projects, managing subcontractors, and ensuring quality control.We...

Company OverviewMadison Management is a reputable property management company based in Alpena, MI. We specialize in managing affordable housing properties and are seeking an experienced professional to join our team as a Portfolio Property Manager.Our mission is to provide exceptional property management services while maintaining the highest level of...

ResponsibilitiesDevelop and implement comprehensive financial plans for members, maximizing referral opportunities and promoting financial plan creation and the managed money program.Conduct annual meetings with each member to review past performance, set goals for the upcoming year, and develop strategies to enhance their portfolio.Attend board meetings and...

Job ResponsibilitiesThe successful candidate will be responsible for the following key tasks:Legal Document Preparation and Review:Draft, review, and finalize various legal documents, ensuring adherence to industry standards and regulatory requirements.Research and Consultation:Conduct comprehensive research on legal topics, providing expert analysis and...