Associate Portfolio Manager

Fifth Third; Cincinnati (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits

Incentive compensation plan

Career opportunities

Job summary

Fifth Third Bank in Cincinnati seeks an Associate Investment role to support Senior Investment Advisors and Portfolio Managers in money management activities. You will prepare portfolio reviews and investment reports for existing and prospective clients and collaborate with internal partners to maintain accurate account administration.

You will assist in identifying, monitoring, and resolving compliance-related items, ensuring adherence to regulatory requirements and client investment guidelines

Qualifications

• Bachelor’s degree required.
• 0–2 years investment experience.
• MBA or financial designation considered a plus.
• Proficient in Excel.

Responsibilities

• Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) in developing satisfied clients and new sources of asset management revenue through frequent contact.
• Prepares investment reviews, portfolio analyses, proposals, and other presentation materials for client and prospective client meetings.
• Provides support to SIAs and PMs in servicing larger and more complex client relationships.
• Serves as a subject matter resource on IMG systems, policies, procedures, and compliance requirements.
• Works with SIAs, PMs, and the Portfolio Implementation Team to support investment programs within client objectives and policy guidelines.

Skills

Excel

Education

Bachelor’s Degree Required

MBA or Financial designation considered a plus

Job description

Make banking a Fifth Third better® We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) with money management activities for client accounts. Supports the implementation of investment decisions within established investment policy guidelines, prepares portfolio reviews, analyses, and investment reports for existing and prospective clients, and collaborates with internal partners to ensure accurate account administration. Assists SIAs and PMs in identifying, monitoring, and resolving compliance-related matters to help ensure adherence to regulatory requirements, internal policies, and client investment guidelines. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Assists SIAs and PMs in the development of satisfied clients and new sources of asset management revenue through frequent contact.
• Prepares investment reviews, portfolio analyses, proposals, and other presentation materials for use in client and prospective client meetings.
• Provides support to SIAs and PMs in servicing larger and more complex client relationships.
• Serves as a subject matter resource on IMG systems, policies, procedures, and compliance requirements.
• Works closely with SIAs, PMs, and the Portfolio Implementation Team to support the implementation of investment programs and strategies in accordance with client objectives and established investment policy guidelines.
• Assists SIAs and PMs in maintaining client accounts in accordance with regulatory requirements, internal policies, and investment guidelines.
• Proactively partners with SIAs and PMs to identify, monitor, and resolve compliance-related items.

KNOWLEDGE AND SKILLS REQUIRED:

• Bachelor’s Degree Required
• 0-2 years investment experience
• Working towards a MBA or Financial designation considered a plus
• Proficient in excel
• Associate Portfolio Manager
• At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other.
• Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
• The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S.
• Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
• In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
• Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.
• You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Cincinnati, Ohio 45202

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you.

Fifth Third is a bank that’s as long on innovation as it is on history. Since 1858, we’ve been helping individuals, families, businesses and communities grow through smart financial services that improve lives. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nation’s highest performing regional bank, but to be the bank people most value and trust.