Senior Manager, Closely Held Assets Portfolio

Fifth Third Bank; Fort Lauderdale (FL); On-site; USD 97,000 - 208,000; Full time

Job summary

Fifth Third Bank in Farmington Hills, MI, seeks a Senior Manager, Closely Held Assets to lead a portfolio of private investments held in fiduciary structures. You will evaluate valuations, oversee corporate actions, and advise clients and advisors while ensuring regulatory and fiduciary standards across a national footprint.

You will mentor junior staff, collaborate with risk and compliance teams, and drive governance with internal partners to mitigate risk and maximize value.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• Minimum of 7 years of relevant work experience in commercial credit, business analysis or equivalent.
• Experience managing private investments and fiduciary portfolios.

Responsibilities

• Portfolio Leadership & Management: oversee private investments, perform reviews, develop recommendations and valuations.
• Portfolio Management & Valuation: evaluate private holdings for fiduciary and fee-related purposes.
• Financial Analysis: analyze statements, industry dynamics, and corporate structures to assess risk.
• Corporate Actions & Transactions: evaluate proxy votes, tender offers, reorganizations, and asset disposals.
• Client & Advisor Engagement: communicate investment performance and strategy with clients and advisors.
• Risk & Fiduciary Governance: partner with risk, legal, and compliance to align with governance documents and regs.

Skills

Financial Analysis

Portfolio Mgmt

Client Relationships

Decision Making

Org & Time Mgmt

Leadership

Analytical Thinking

Due Diligence

Communication

Client Focus

Education

Bachelor's in Finance/Accounting

Job description

Fifth Third Bank in Farmington Hills, MI, seeks a Senior Manager, Closely Held Assets to lead a portfolio of private investments held in fiduciary structures. You will evaluate valuations, oversee corporate actions, and advise clients and advisors while ensuring regulatory and fiduciary standards across a national footprint.

You will mentor junior staff, collaborate with risk and compliance teams, and drive governance with internal partners to mitigate risk and maximize value.