Manager, Closely Held Assets

Fifth Third Bancorp
Illinois, Austin, Dallas, Chicago, Michigan, Florida, Naples, Charlotte
Workplace: OnsiteFull timeUSD 71,100 - 145,900 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsEducation: bachelorsSkills: ["Client communication","Attention to detail","Analytical thinking","Problem solving","Collaboration"]

Manage and oversee closely held and other nonmarketable assets within fiduciary structures, including trusts, estates, and foundations. Execute day-to-day portfolio management by evaluating, monitoring, and administering a portfolio of low- to moderate-complexity interests (e.g., LPs, LLCs, private corporations). Support valuations, investment reviews, and transactions, while ensuring fiduciary, regulatory, and risk compliance through cross-functional collaboration and accurate operational execution.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

Manager, Closely Held Assets

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Last checked: 5 hours agoStatus: Live

Job Summary

Manage and oversee closely held and other nonmarketable assets within fiduciary structures, including trusts, estates, and foundations. Execute day-to-day portfolio management by evaluating, monitoring, and administering a portfolio of low- to moderate-complexity interests (e.g., LPs, LLCs, private corporations). Support valuations, investment reviews, and transactions, while ensuring fiduciary, regulatory, and risk compliance through cross-functional collaboration and accurate operational execution.
Location: Illinois, Austin, Dallas, Chicago, Michigan, Florida, Naples, Charlotte
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Manager level

Key Responsibilities

  • •Manage a portfolio of closely held business interests, supporting investment reviews, valuations, and ongoing monitoring.
  • •Analyze financial statements, company performance, and industry trends to assess risk and determine asset value.
  • •Support corporate actions and transactions, including proxy votes, reorganizations, and asset sale transactions.
  • •Communicate with clients, trust officers, and professional advisors regarding asset performance and administrative updates.
  • •Ensure adherence to governing documents, fiduciary standards, and regulatory requirements; escalate risks or issues as appropriate.

Pay and Benefits

Salary: USD 71,100 - 145,900 annually

Key Requirements

  • •Bachelor's degree in Finance, Accounting, or a related field, or equivalent work experience.
  • •Minimum 5 years of relevant experience in commercial credit, business analysis, trust administration, or a similar field.
  • •Ability to interpret financial statements to support valuation of privately held business interests.
  • •Experience supporting management of investment portfolios or financial assets.
  • •Strong organizational skills to manage multiple priorities and deadlines.
Experience:5+ yearsCommercial creditBusiness analysisTrust administrationFiduciaryFinancial services
Education:Bachelor's in Finance, Accounting, or a related field
Skills:Client communicationAttention to detailAnalytical thinkingProblem solvingCollaboration

Company Brief

Fifth Third Bancorp
Fifth Third Bancorp is a diversified bank holding company offering consumer, commercial, and wealth management services. Through its banking subsidiaries, it provides deposits, lending, treasury management, payments, and investment solutions across the Midwest and Southeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cincinnati, United States
Founded: 1858
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