What are the responsibilities and job description for the Vice President & Senior Portfolio Manager - Diamond Capital Management position at nbofi?
Through Diamond Capital Management, the wealth management division of The National Bank of Indianapolis, we help individuals and institutions build and preserve wealth with customized portfolios, thoughtful strategies, and a culture of excellence. We’re seeking an experienced Vice President & Senior Portfolio Manager to join our team.
This role combines technical expertise with client engagement. You manage portfolios, engage with clients and prospects, and market insights deliver measurable outcomes.
What You’ll Do
- Manage investment portfolios tailored to client goals and financial plans
- Engage regularly with clients and prospects to cultivate relationships, assess needs, and provide recommendations
- Advise clients on asset allocation and investment strategies
- Attract new business in support of our growth objectives
- Collaborate with planners and portfolio managers to align investments with financial plans
- Contribute to investment strategy through the Investment Review Subcommittee
- Conduct research and analysis across equities, fixed income, mutual funds, and ETFs
- Write market commentaries and support client communications as needed
- Ensure full compliance with laws, regulations, and internal policies
- Represent DCM and the Bank in the community through professional and civic involvement
You May Also
- Lead municipal bond or taxable fixed income strategies
- Drive equity research and working list management
- Guide credit quality reviews and asset allocation processes
What We’re Looking For
- Bachelor’s degree required; advanced education or designation (CFA, CPA, CFP, CAIA, CMT) preferred
- 10 years of experience in wealth or portfolio management, or a strong combination of experience and professional designations
- Demonstrated expertise in analyzing and recommending investment strategies
- Proven ability to cultivate client relationships and develop new business opportunities
- Excellent interpersonal and communication skills
- Ability to organize, prioritize, and manage complex client needs with minimal supervision
- Strong technical proficiency in trust and banking systems, with solid Microsoft Office skills
You’ll Excel Here If You
- Thrive on connecting investment strategy with real client goals
- Value relationships as much as results
- Stay curious and current about financial markets and portfolio practices
- Balance independence with collaboration
- See community involvement as part of professional success