Associate Portfolio Manager

Fifth Third; Cincinnati (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Incentive compensation plan

Comprehensive benefits

Job summary

Fifth Third seeks an Analyst who will assist Senior Investment Advisors and Portfolio Managers with client money management, preparing reviews and investment reports, and supporting complex client relationships.

You will collaborate across teams to implement investment programs, monitor client accounts for regulatory adherence, and proactively address compliance items while contributing to a positive client experience.

Qualifications

• Bachelor’s degree required.
• 0-2 years investment experience.
• MBA or financial designation considered a plus.
• Proficient in Excel.
• Associate Portfolio Manager experience is a plus.

Responsibilities

• Assist Senior Investment Advisors and Portfolio Managers with client money management activities.
• Prepare investment reviews, portfolio analyses, and investment reports for clients.
• Support servicing larger and more complex client relationships.
• Serve as resource on IMG systems, policies, procedures and compliance.
• Collaborate to implement investment programs within policy guidelines.
• Identify, monitor and resolve compliance-related items with SIAs and PMs.

Skills

Proficient in Excel

Associate Portfolio Manager

Education

Bachelor’s Degree

Tools

IMG systems

Job description

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

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.

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.