Institutional Associate Portfolio Manager

Fifth Third Bank, N.A. • Cincinnati, OH • 18h 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:

Proactively partner with Institutional Senior Portfolio Managers (ISPMs) in handling investment management and reporting requirements for institutional clients. Review institutional client Investment Policy Statements for proper investment management solutions within the Fifth Third Institutional Investment Management Platform. Responsible for being fluent in the implementation and management of each component of the Institutional Investment Management Platform and reporting requirements.

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:

Deliver a positive client experience through the production of timely and accurate client reporting, fully utilizing and understanding the Investment Management Group's comprehensive platform of software systems, including but are not limited to Wealthstation and FirstRate.

Assist ISPMs in the development of satisfied clients and new sources of investment management revenue.

Develop a working rhythm with assigned ISPMs to prudently handle projects, tasks and client requirements.

Develop a collaborative partnership with Fifth Third Institutional Services team members in delivering a positive client experience.

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

Provide research and analysis on client portfolios using complex data services (Bloomberg, Morningstar, etc.).

Under the direction of the ISPM, 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.

Partner with assigned ISPMs to maintain all compliance documentation, maintaining green status on monthly compliance reporting. Develop and maintain strong relationships with IMG Administrative Team.

KNOWLEDGE AND SKILLS REQUIRED:

-Bachelor's Degree required. A major in Finance, Accounting, Economics, or Business Administration preferred.

-Prior investment experience strongly preferred:

Zero - two years' investment experience with MBA or CFA desired

One - four years' investment experience with Bachelor's degree desired

-Proficient in the use of Microsoft Office software, including Word, Excel, and PowerPoint. Demonstrated ability to learn additional software systems.

-Good communication (interpersonal, written, and verbal) skills.

-Effective problem solving and analytical skills.

WORKING CONDITIONS:

Normal office environment with little exposure to dust, noise, temperature and the like.

Extended viewing of a CRT screen.

Institutional 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.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Cincinnati, Ohio 45202

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

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.

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