Associate Portfolio Manager

Make banking a Fifth Third better®

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GENERAL FUNCTION:

Assists more senior Portfolio Managers 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 small 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 more senior portfolio managers 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 more senior Portfolio Managers with larger, more complex relationships.

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

Under the direction of the Senior PM, 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

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.

Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step?

Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike.We employ about 18,000 people while offering:• A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs.• An environment where we win together by celebrating achievements and working collaboratively.• An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives.We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.