Assistant Portfolio Manager

Job overview

The Assistant Portfolio Manager is an onsite, full-time role in Goshen, IN. Compensation is not specified. The position supports Everence’s equity and fixed-income portfolio managers and its mission of empowering financial well-being for faith-inspired living. The role contributes to portfolio management through index portfolio analysis, fixed-income credit research, performance attribution, and analytical tools. It supports investment decisions and communication by monitoring markets, evaluating issuers, and participating in investment discussions.

What you'll do

• Support domestic equity index fund construction, rebalancing, and optimization
• assist with performance attribution and tracking error analysis
• research bond issuers and assess financial statements, credit, and sustainability
• monitor market sectors and risks
• maintain investment software proficiency and Excel tools
• contribute to investment discussions and communicate strategy and performance.

What we're looking for

Skills & competencies

assistant portfolio manager

portfolio management

equity index funds

fixed income

credit research

sustainable investing

performance analysis

excel

bloomberg

goshen in

everence services

Work arrangement

• Weekend coverage required

Why this role

Provides exposure to equity and fixed-income disciplines with a pathway toward broader portfolio management responsibilities; occasional travel for conferences and software training is expected.

About the employer

EVERENCE SERVICES, is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.