IMG Portfolio Implementation Trading Specialist

Fifth Third Bank, N.A.; Cincinnati (OH); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading financial institution seeks a Portfolio Implementation Manager in Cincinnati, focusing on high-net-worth client investment portfolios. The role includes managing workflows, overseeing trading and rebalancing accounts, and ensuring risk management. Ideal candidates should have a bachelor's degree and at least three years of relevant experience in investment applications, with strong analytical skills.

Qualifications

• Minimum 3 years of experience with investment trading applications.
• Excellent communication and presentation skills required.
• Proficient in analyzing and manipulating data.

Responsibilities

• Manage account configuration activities related to Portfolio Implementation.
• Monitor account dashboards and enter trade orders.
• Oversee the transition management of client portfolios.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Data analysis

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business Administration

Tools

Microsoft Office Suite

Job description

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION:

Works closely with Senior Portfolio Managers to manage the implementation of high-net-worth client investment portfolios, focusing on trading and rebalancing accounts. Oversees transitioning portfolios, tactical allocations, manager changes, tax loss harvesting, cash management, etc., for agency, trust, and charitable accounts. Responsible for managing Portfolio Implementation workflows, including account groups, dashboards, and documented procedures. This role will have a direct impact on system conversions.

Responsible and accountable for risk management by openly exchanging ideas, raising concerns, and adhering to policies and procedures. Ensures actions and behaviors promote a positive customer experience. Within the Bank’s risk appetite, results are achieved through continuous risk assessment, management, monitoring, and reporting.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Account Configuration activities related to Portfolio Implementation, including setting up UMA sleeves, asset migration, documenting Investment Policy rules and exceptions, and determining standing instructions from Portfolio Advisors.
• Monitoring account dashboards, entering trade orders, communicating with Senior Portfolio Managers and the Portfolio Administration Team, managing cash, implementing strategy changes, and transition management.

KNOWLEDGE AND SKILLS REQUIRED:

• Bachelor’s degree required; preferred majors include Finance, Accounting, Economics, or Business Administration.
• Minimum 3 years of experience with investment trading applications.
• Proficiency in analyzing and manipulating data using software applications.
• Experience thriving in environments emphasizing individual accountability and team performance.
• Sense of urgency with a drive for results; effective partnership with management at all levels.
• Excellent interpersonal, verbal, written communication, and presentation skills.
• Strong problem-solving and analytical skills.
• Proven ability to make independent decisions successfully.
• Deep understanding of the firm’s strategies and financial markets.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).

Location: Cincinnati, Ohio 45202

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