Associate Portfolio Manager

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & Quant0Education: bachelorsSkills: ["Risk awareness","Compliance focus","Client service orientation"]

Support Senior Investment Advisors and Portfolio Managers with client money management activities within investment policy guidelines. Assist in developing client revenue through regular client engagement, and prepare portfolio reviews, analyses, proposals, and presentation materials. Serve as a subject matter resource on IMG systems and compliance requirements, partnering with internal teams to implement investment programs and maintain client accounts in line with regulatory and policy standards.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Associate Portfolio Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 7 hours agoStatus: Live

Job Summary

Support Senior Investment Advisors and Portfolio Managers with client money management activities within investment policy guidelines. Assist in developing client revenue through regular client engagement, and prepare portfolio reviews, analyses, proposals, and presentation materials. Serve as a subject matter resource on IMG systems and compliance requirements, partnering with internal teams to implement investment programs and maintain client accounts in line with regulatory and policy standards.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Entry level

Key Responsibilities

  • •Assist SIAs and PMs with money management activities for client accounts.
  • •Support implementation of investment decisions and investment programs within established policy guidelines.
  • •Prepare investment reviews, portfolio analyses, proposals, and presentation materials for client meetings.
  • •Serve as a subject matter resource on IMG systems, policies, procedures, and compliance requirements.
  • •Help maintain client accounts and proactively partner to identify, monitor, and resolve compliance-related items.

Key Requirements

  • •Bachelor’s Degree
  • •0-2 years investment experience
  • •Working towards an MBA or a financial designation is a plus
  • •Proficiency in Excel
  • •Support compliance by helping identify, monitor, and resolve compliance-related matters
Experience:0Investments
Education:Bachelor's
Skills:Risk awarenessCompliance focusClient service orientation
Tech Stack:ExcelIMG systems

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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