Associate Portfolio Manager

Associate Portfolio Manager

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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.

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.

Bachelor's Degree preferred, but equivalent experience considered.

1-4 years of investment experience with Bachelor's degree.

0-2 years of investment experience with an MBA or CFA.

Proficient in excel.

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.

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.