Senior Manager, Closely Held

Fifth Third Bancorp
Charlotte, Austin, Dallas, Naples, Chicago
Workplace: OnsiteFull timeUSD 96,500 - 207,500 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 7+ yearsEducation: bachelorsSkills: ["Leadership","Influence","Analytical problem solving","Due diligence","Client focus"]

Lead complex engagements for closely held assets held in fiduciary structures such as trusts, estates, and foundations. Manage and evaluate a national portfolio of nonmarketable investments, performing financial analysis, valuations, and recommendations. Oversee corporate actions and transaction decisions, collaborate with risk/legal/compliance to ensure regulatory and fiduciary alignment, and serve as a subject matter expert while training and mentoring junior team members.

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Fifth Third Bancorp
Fifth Third Bancorp
1 day ago

Senior Manager, Closely Held

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Last checked: 18 hours agoStatus: Live

Job Summary

Lead complex engagements for closely held assets held in fiduciary structures such as trusts, estates, and foundations. Manage and evaluate a national portfolio of nonmarketable investments, performing financial analysis, valuations, and recommendations. Oversee corporate actions and transaction decisions, collaborate with risk/legal/compliance to ensure regulatory and fiduciary alignment, and serve as a subject matter expert while training and mentoring junior team members.
Location: Charlotte, Austin, Dallas, Naples, Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Sr. Manager level

Key Responsibilities

  • •Manage a portfolio of private business investments, including partnerships, LLCs, and corporations, performing investment reviews, recommendations, and valuations for fiduciary and fee purposes.
  • •Analyze financial statements, industry dynamics, and corporate structures to assess risk and determine the value of closely held business interests.
  • •Evaluate corporate actions and transactions including proxy votes, tender offers, reorganizations, and lead asset sale decisions, including execution and documentation.
  • •Partner with risk, legal, and compliance teams to ensure fiduciary decisions align with governing documents, client objectives, and regulatory requirements; escalate complex matters as needed.
  • •Serve as a subject matter expert on closely held assets while training and mentoring junior team members, and collaborate cross-functionally on sensitive investment matters.

Pay and Benefits

Salary: USD 96,500 - 207,500 annually

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, or a related field.
  • •Minimum of 7 years of relevant work experience in commercial credit, business analysis, or equivalent experience.
  • •Ability to evaluate complex financial statements and determine the value of privately held business interests.
  • •Experience managing complex, nonmarketable or illiquid investment portfolios.
  • •Strong ability to evaluate transactions, corporate actions, and asset disposition opportunities while exercising fiduciary judgment.
Experience:7+ years
Education:Bachelor's in Finance, Accounting
Skills:LeadershipInfluenceAnalytical problem solvingDue diligenceClient focus

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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