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Assistant Portfolio Manager

B17a29ea Ad7a 45ce 9908 838adda23c79 19000101 000001 · Corporate office, Goshen, IN, US, Goshen, IN · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyB17a29ea Ad7a 45ce 9908 838adda23c79 19000101 000001
TitleAssistant Portfolio Manager
Normalized title-
Department / team-
LocationCorporate, IN, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-03-27 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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PageWhat it containsOpen
Company jobsActive postings from B17a29ea Ad7a 45ce 9908 838adda23c79 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Corporate.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyB17a29ea Ad7a 45ce 9908 838adda23c79 19000101 000001
Source3e83b0c7-bcdd-4ffc-92a5-2450a244a810
ATS providerADP Workforce Now Recruiting

Description

POSITION SUMMARY Supports the Equity Portfolio Manager with equity index portfolio management and assists the Fixed Income Portfolio Managers through credit research and quantitative analysis. This person should have a passion for investing and a strong desire to make investments that reflect the Everence values and have a positive impact on the world. Provides meaningful exposure across both equity and fixed income disciplines, with a pathway toward broader portfolio management responsibilities. RESPONSIBILITIES AND DUTIES Equity Portfolio Management Support the equity portfolio manager with managing the Praxis domestic equity index funds, including portfolio construction, rebalancing, and optimization analysis. Assist with performance attribution and tracking error analysis relative to benchmarks. Fixed Income Research & Portfolio Support Provide research on bond issuers, including analysis of financial statements, credit evaluation, sustainability assessment, and review of third-party credit and equity reports. Monitor assigned market sectors to inform the fixed income team about holdings, sector trends, and directional risks. Develop a working understanding of how macroeconomic conditions and monetary policy influence bond portfolios. Analytics, Technology & Process Improvement Achieve and sustain proficiency with investment software such as Northfield, Bloomberg, and BondEdge. Develop, improve, and maintain Excel-based tools to boost efficiency and analytical capabilities within the investment team. Explore opportunities to enhance the team's analytical skills through emerging technologies, including knowledge of AI tools and how they can be used in investment research and portfolio analysis. Experience with data tools such as Python or SQL is a plus but not required Collaboration & Professional Development Contribute actively to internal investment discussions and idea-sharing, and help communicate the portfolio strategy and performance to relevant stakeholders. Willing to travel occasionally for investment conferences and software training to continually improve investment skills. QUALIFICATIONS Education : A bachelor's degree is required, preferably in Finance, Economics, or a related field Experience : Three to five years of general investment experience Strongly prefer exposure to optimized equity index portfolio management Experience in fixed-income credit research is a plus A background in sustainable investing is helpful License/Credentials: CFA Charterholder strongly preferred, or currently enrolled in the CFA program with demonstrated progress towards the designation Skills and Abilities : Excellent written and verbal communication skills High proficiency in Excel; familiarity with Bloomberg is expected; experience with Northfield’s optimizer or similar platforms is a plus. Strong quantitative and analytical skills; familiarity with fixed income concepts (duration, convexity, credit spreads) preferred Collaborative team player who actively participates in investment discussions and debates Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living SUPERVISORY RESPONSIBILITIES: None SCHEDULE: Full-time

Full job record

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Source ID3e83b0c7-bcdd-4ffc-92a5-2450a244a810
Board ID3e83b0c7-bcdd-4ffc-92a5-2450a244a810
Provideradp_workforcenow
Provider Job Key564639
TitleAssistant Portfolio Manager
Normalized Title
Statusactive
Activeyes
Location TextCorporate office, Goshen, IN, US, Goshen, IN
Department
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionIN
CityCorporate
Salary Raw
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First Seen At2026-05-31 18:28:03Z
Last Seen At2026-06-06 12:11:11Z
Last Checked At2026-06-06 12:11:11Z
Last Changed At2026-06-06 12:11:11Z
Inactive At
Source Posted At2026-03-27 20:24:00Z
Source Updated At
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    "requisitionDescription": "<div><p style=\"margin-left:0in;\" data-pasted=\"true\"><strong><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">POSITION SUMMARY</span></strong><span style=\"font-family: verdana,sans-serif;\"><span style=\"font-size: 14px; color: rgb(40, 50, 78);\"><br>Supports the Equity Portfolio Manager with equity index portfolio management and assists the Fixed Income Portfolio Managers through credit research and quantitative analysis. This person should have a passion for investing and a strong desire to make investments that reflect the Everence values and have a positive impact on the world. Provides meaningful exposure across both equity and fixed income disciplines, with a pathway toward broader portfolio management responsibilities. </span></span></p><p style=\"margin-left:0in;\"><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><strong>RESPONSIBILITIES AND DUTIES</strong></span></p><div style=\"margin-left:0in;\"><ol style=\"list-style-type: decimal;margin-left: -0.25in;\"><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><h3 style=\"margin-left:0in;\">Equity Portfolio Management</h3><ol style=\"list-style-type: lower-alpha; font-family: initial; font-size: initial; color: initial;\"><li style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Support the equity portfolio manager with managing the Praxis domestic equity index funds, including portfolio construction, rebalancing, and optimization analysis.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Assist with performance attribution and tracking error analysis relative to benchmarks.</li></ol></li><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><h3 style=\"margin-left:0in;\">Fixed Income Research &amp; Portfolio Support</h3><ol style=\"list-style-type: lower-alpha; font-family: initial; font-size: initial; color: initial;\"><li style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Provide research on bond issuers, including analysis of financial statements, credit evaluation, sustainability assessment, and review of third-party credit and equity reports.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Monitor assigned market sectors to inform the fixed income team about holdings, sector trends, and directional risks. Develop a working understanding of how macroeconomic conditions and monetary policy influence bond portfolios.</li></ol></li><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><h3 style=\"margin-left:0in;\">Analytics, Technology &amp; Process Improvement</h3><ol style=\"list-style-type: lower-alpha; font-family: initial; font-size: initial; color: initial;\"><li style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Achieve and sustain proficiency with investment software such as Northfield, Bloomberg, and BondEdge. Develop, improve, and maintain Excel-based tools to boost efficiency and analytical capabilities within the investment team.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Explore opportunities to enhance the team&#39;s analytical skills through emerging technologies, including knowledge of AI tools and how they can be used in investment research and portfolio analysis. Experience with data tools such as Python or SQL is a plus but not required</li></ol></li><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><h3 style=\"margin-left:0in;\">Collaboration &amp; Professional Development</h3><ol style=\"list-style-type: lower-alpha; font-family: initial; font-size: initial; color: initial;\"><li style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\" data-pasted=\"true\">Contribute actively to internal investment discussions and idea-sharing, and help communicate the portfolio strategy and performance to relevant stakeholders.</li><li style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\" data-pasted=\"true\">Willing to travel occasionally for investment conferences and software training to continually improve investment skills.</li></ol></li></ol></div><p style=\"margin-left:0in;\"><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><strong><br>QUALIFICATIONS</strong></span></p><p style=\"margin-left:0in;\"><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><u>Education</u>:&nbsp;</span><br><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">A bachelor&#39;s degree is required, preferably in Finance, Economics, or a related field</span></p><p style=\"margin-left:0in;\"><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><u>Experience</u>:&nbsp;</span></p><div style=\"margin-left:0in;\"><ol style=\"list-style-type: decimal;margin-left: -0.25in;\"><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Three to five years of general investment experience</li><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Strongly prefer exposure to optimized equity index portfolio management</li><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Experience in fixed-income credit research is a plus</li><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">A background in sustainable investing is helpful</li></ol></div><p style=\"margin-left:0in;\"><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><u>License/Credentials:&nbsp;</u></span><br><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">CFA Charterholder strongly preferred, or currently enrolled in the CFA program with demonstrated progress towards the designation</span></p><p style=\"margin-left:0in;\"><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><u>Skills and Abilities</u>:</span></p><div style=\"margin-left:0in;\"><ol style=\"list-style-type: decimal;margin-left: -0.25in;\"><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Excellent written and verbal communication skills&nbsp;</li><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">High proficiency in Excel; familiarity with Bloomberg is expected; experience with Northfield&rsquo;s optimizer or similar platforms is a plus.</li><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Strong quantitative and analytical skills; familiarity with fixed income concepts (duration, convexity, credit spreads) preferred&nbsp;</li><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Collaborative team player who actively participates in investment discussions and debates</li><li style=\"margin-left: 0in; font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living</li></ol></div><p><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\"><strong>SUPERVISORY RESPONSIBILITIES:&nbsp;</strong>None<br><strong>SCHEDULE:&nbsp;</strong>Full-time</span></p></div>\n",
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