IMG Portfolio Implementation Trading Specialist

Fifth Third Bank; Cincinnati (OH); On-site; USD 65,000 - 95,000; Full time

Job summary

Join a forward-thinking financial institution where you can make a significant impact on high-net-worth client investment portfolios. This role focuses on trading, rebalancing, and managing workflows to ensure optimal performance. You will collaborate closely with Senior Portfolio Managers, enhancing your skills in a dynamic environment that values accountability and teamwork. With a commitment to a positive customer experience and risk management, this position offers an exciting opportunity to grow your career in the financial sector. If you thrive in a fast-paced setting and are driven by results, this is the perfect chance for you.

Qualifications

• 3+ years of experience with investment trading applications.
• Bachelor's degree in Finance, Accounting, Economics, or Business Administration.

Responsibilities

• Manage high-net-worth client investment portfolios focusing on trading and rebalancing.
• Monitor account dashboards, enter trade orders, and manage cash.

Skills

Investment Trading Applications

Data Analysis

Interpersonal Skills

Problem-Solving

Microsoft Office

Education

Bachelor's Degree in Finance

Bachelor's Degree in Accounting

Bachelor's Degree in Economics

Bachelor's Degree in Business Administration

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

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 with a primary focus on trading and rebalancing accounts. Oversees transitioning portfolios, tactical allocation and/or manager changes, tax loss harvesting, cash management activity, 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 by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Ensures actions and behaviors drive a positive customer experience and that risks are identified, assessed, managed, monitored, and reported within the Bank's risk appetite.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Account Configuration activities related to Portfolio Implementation, including setting up UMA sleeves, asset migration, documenting Investment Policy rules, 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; major in Finance, Accounting, Economics, or Business Administration preferred.

• At least 3 years of experience with investment trading applications.

• Proficiency in analyzing and manipulating data in software applications.

• Experience working in environments emphasizing individual accountability and team performance.

• A sense of urgency and drive for results, with the ability to partner effectively across organizational levels.

• Excellent interpersonal, verbal, written, and presentation skills.

• Strong problem-solving and analytical skills.

• Ability to make independent decisions successfully.

• Deep knowledge of the firm's strategies and a solid understanding of financial markets.

• Proficiency in Microsoft Office (Word, Excel, PowerPoint).

Location: Cincinnati, Ohio 45202

Fifth Third Bank, National Association, promotes an inclusive culture and is an equal opportunity employer, welcoming applicants regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military or veteran status, or any other protected status.