National Portfolio Manager (II)

Fifth Third Bancorp
Cincinnati
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Analytical thinking","Client experience","Team collaboration","Organization","Adaptability"]

Manage investment portfolios for a significant volume of client accounts within established investment policy guidelines. You’ll develop and retain clients, present and maintain investment plans (including an IPS per relationship), and coordinate with trust and account officers to align strategies to client objectives. The role also requires market awareness, trend analysis, policy compliance, and continuous process improvements, with opportunities to mentor junior portfolio managers.

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Fifth Third Bancorp
Fifth Third Bancorp
3 days ago

National Portfolio Manager (II)

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Last checked: 5 hours agoStatus: Live

Job Summary

Manage investment portfolios for a significant volume of client accounts within established investment policy guidelines. You’ll develop and retain clients, present and maintain investment plans (including an IPS per relationship), and coordinate with trust and account officers to align strategies to client objectives. The role also requires market awareness, trend analysis, policy compliance, and continuous process improvements, with opportunities to mentor junior portfolio managers.
Location: Cincinnati
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Develop satisfied clients and new sources of asset management revenue through frequent relationship contact.
  • •Consult with clients and advisors to define investment objectives and implement suitable investment plans, maintaining an Investment Policy Statement (IPS).
  • •Prepare and present proposals for investment management to prospects and clients.
  • •Invest assets according to investment policy guidelines to deliver competitive returns within risk levels and in the client’s best interest.
  • •Maintain market awareness, perform trend analysis, and ensure policy compliance through annual account reviews while supporting process improvements and mentoring junior portfolio managers.

Key Requirements

  • •Bachelor’s degree; major in Finance, Accounting, Economics, or Business Administration preferred.
  • •5+ years of professional experience in money management, investment research, or financial services.
  • •Additional credentials such as CFA, CFP or MBA are encouraged.
  • •Intermediate proficiency (typically 3+ years): strong interpersonal, written, verbal communication, and presentation skills.
  • •Intermediate proficiency across client experience, team collaboration, and the ability to organize and manage multiple client accounts and priorities.
Experience:5+ yearsFinancial servicesMoney managementInvestment research
Education:Bachelor's in Finance, Accounting, Economics, or Business Administration
Skills:CommunicationProblem-solvingAnalytical thinkingClient experienceTeam collaborationOrganizationAdaptability
Certifications:CFACFPMBA
Tech Stack:Microsoft OfficeWordExcelPowerPointCoPilot

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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