IMG Portfolio Implementation Trading Specialist

Fifth Third Bank; Cincinnati (OH); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading banking institution is seeking a Portfolio Implementation Trading Specialist in Cincinnati to oversee high-net-worth client investment portfolios. This role involves managing trading and rebalancing accounts, ensuring accurate portfolio transitions, and maintaining accountable workflows while fostering a positive customer experience. Ideal candidates possess strong analytical skills alongside a degree in Finance or related fields, with at least three years of relevant experience.

Qualifications

• Minimum 3 years of experience in investment trading applications.
• Proficient in analyzing and manipulating data.
• Strong interpersonal and communication skills.

Responsibilities

• Manage account configuration activities related to Portfolio Implementation.
• Monitor ongoing account dashboards and execute trade order activities.
• Collaborate with portfolio managers and administer cash management duties.

Skills

Analytical Skills

Communication

Problem Solving

Education

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

Tools

Microsoft Office

Job description

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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 management of Portfolio Implementation workflows including account groups, dashboards, and documented procedures. This person will have 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. 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

• Responsible for Account Configuration activities related to Portfolio Implementation, including setup of UMA sleeves and asset migration, documenting Investment Policy rules, exceptions, etc., and determining and documenting standing instructions from Portfolio Advisors.
• Ongoing account dashboard monitoring and trade order entry activities, including interaction and communication with Senior Portfolio Managers and the Portfolio Administration Team, cash management, strategy change implementation, and transition management.

Knowledge And Skills Required

• Bachelor’s degree required. A major in Finance, Accounting, Economics, or Business Administration preferred.
• Minimum 3 years of experience involving investment trading applications.
• Proficiency for analyzing and manipulating data in software applications.
• Experience excelling in an environment that stresses both individual accountability and team-based performance.
• Exhibits a sense of urgency and a continual drive to results coupled with an ability to partner effectively with management at all organizational levels.
• Excellent interpersonal, verbal and written communication, and presentation skills.
• Superior problem solving and analytical skills.
• Demonstrated successful independent decision-making abilities.
• In-depth knowledge of the firm’s strategies. Solid understanding of the financial markets.
• Proficient in the use of Microsoft Office software including Word, Excel, and PowerPoint.

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.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

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