Associate Portfolio Manager

Fifth Third Bank - Cincinnati, OH

Full-time - Entry Level

Cincinnati, OH

1,001-5,000 employees

Credit Intermediation and Related Activities

About the position

The Associate Portfolio Manager role at Fifth Third Bank involves assisting senior Portfolio Managers in managing client accounts and executing investment programs. The position focuses on client service, risk management, and adherence to investment policies, while also providing research and analysis to support investment decisions.

Responsibilities

• Assist senior portfolio managers in developing satisfied clients and new asset management revenue sources through frequent contact.
• Prepare sales and investment review materials for client presentations.
• Support senior Portfolio Managers with larger, more complex client relationships.
• Conduct research and analysis on client portfolios using complex data services such as Bloomberg, Baseline, and Morningstar.
• Execute investment programs under the direction of the Senior PM, utilizing models and mutual funds to meet client objectives.
• Follow established investment policies and procedures, including annual account reviews and documentation of exceptions.

Requirements

• Bachelor's Degree Required
• 0-2 years of investment experience
• Working towards an MBA or Financial designation is considered a plus
• Proficient in Excel