Associate Portfolio Manager jobs in United States
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Fifth Third Bank · 8 hours ago

Associate Portfolio Manager

Fifth Third Bank is a leading financial institution focused on improving the lives of its customers and communities. The Associate Portfolio Manager will assist Senior Investment Advisors and Portfolio Managers in managing client accounts and executing investment programs to achieve client objectives while adhering to established policies and procedures.

BankingCommercial LendingFinanceFinancial ExchangesFinancial ServicesLendingMedia and EntertainmentMortgage
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H1B Sponsor Likelynote

Responsibilities

Assists SIAs and PMs in the development of satisfied clients and new sources of asset management revenue through frequent contact
Prepare sales and investment review materials for use in client presentations
Assist SIAs and PMs with larger, more complex relationships
Be a knowledge expert on our IMG systems, policies, and procedures
Work closely with the SIA/PM and Portfolio Implementation Team to execute investment programs utilizing models and mutual funds to accomplish client objectives
Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions

Qualification

Bachelor’s DegreeInvestment experienceMBAFinancial designationProficient in Excel

Required

Bachelor's Degree Required
0-2 years investment experience
Proficient in excel

Preferred

Working towards a MBA or Financial designation considered a plus

Benefits

Comprehensive benefits
Incentive compensation plan

Company

Fifth Third Bank

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Fifth Third Bancorp is a financial services company that specializes in small business, retail banking, and investments. It is a sub-organization of Fifth Third Bank.

H1B Sponsorship

Fifth Third Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
2020 (43)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

B
Bryan Preston
Chief Financial Officer
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Maria Holmes
VP, Senior Manager Corporate Sponsorship
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Company data provided by crunchbase