Home › Companies › B17a29ea Ad7a 45ce 9908 838adda23c79 19000101 000001 › Assistant Portfolio Manager
Assistant Portfolio Manager
B17a29ea Ad7a 45ce 9908 838adda23c79 19000101 000001 · Corporate office, Goshen, IN, US, Goshen, IN · Active · ADP Workforce Now Recruiting
Job facts
| Field | Value |
|---|---|
| Company | B17a29ea Ad7a 45ce 9908 838adda23c79 19000101 000001 |
| Title | Assistant Portfolio Manager |
| Normalized title | - |
| Department / team | - |
| Location | Corporate, IN, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | ADP Workforce Now Recruiting |
| Posted / first seen | 2026-03-27 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
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| Page | What it contains | Open |
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| Company jobs | Active postings from B17a29ea Ad7a 45ce 9908 838adda23c79 19000101 000001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through ADP Workforce Now Recruiting. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Corporate. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | B17a29ea Ad7a 45ce 9908 838adda23c79 19000101 000001 |
| Source | 3e83b0c7-bcdd-4ffc-92a5-2450a244a810 |
| ATS provider | ADP 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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| Org ID | 9b1af426-3ed5-4328-aacf-479a26e3dd4e |
| Source ID | 3e83b0c7-bcdd-4ffc-92a5-2450a244a810 |
| Board ID | 3e83b0c7-bcdd-4ffc-92a5-2450a244a810 |
| Provider | adp_workforcenow |
| Provider Job Key | 564639 |
| Title | Assistant Portfolio Manager |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Corporate office, Goshen, IN, US, Goshen, IN |
| Department | — |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | IN |
| City | Corporate |
| Salary Raw | — |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=b17a29ea-ad7a-45ce-9908-838adda23c79&ccId=19000101_000001&lang=en_US&type=JS&jobId=564639&jwId=9201406276696_1 |
| Apply URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=b17a29ea-ad7a-45ce-9908-838adda23c79&ccId=19000101_000001&lang=en_US&type=JS&jobId=564639&jwId=9201406276696_1 |
| First Seen At | 2026-05-31 18:28:03Z |
| Last Seen At | 2026-06-06 12:11:11Z |
| Last Checked At | 2026-06-06 12:11:11Z |
| Last Changed At | 2026-06-06 12:11:11Z |
| Inactive At | — |
| Source Posted At | 2026-03-27 20:24:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=b17a29ea-ad7a-45ce-9908-838adda23c79|19000101_000001/date=2026-06-06/2026-06-06T12-11-10-365Z-e591aeea24fb35e67b095811a8eae24e133c5756d5604a1c8ae39f78f4abb8ee.json |
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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 & 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 & 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'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 & 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>: </span><br><span style=\"font-family: verdana, sans-serif; font-size: 14px; color: rgb(40, 50, 78);\">A bachelor'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>: </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: </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 </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’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 </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: </strong>None<br><strong>SCHEDULE: </strong>Full-time</span></p></div>\n",
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