Associate Portfolio Manager

Fifth Third Bank, N.A. • Cincinnati, OH • 3h ago

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:

Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of client accounts.

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.

Prepare sales and investment review materials for use in client presentations.

Assist SIAs and PMs with larger, more complex relationships.

Be a knowledge expert on our IMG systems, policies, and procedures.

Work closely with the SIA/PM and Portfolio Implementation Team to execute investment programs utilizing models and mutual funds to accomplish client objectives.

Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.

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.

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