PCS Portfolio Manager

Fifth Third Bank • Cincinnati, OH

1d • Onsite

About The Position

Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships. Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone, video and e-mail interactions.

Requirements

• Bachelor’s degree; a major in Finance, Accounting, Economics, or Business Administration preferred.
• Three or more years of professional experience; money management, investment research or financial services experience preferred.
• Strong interpersonal, written and verbal communication skills, and presentation skills.
• Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions.
• General knowledge of the firm’s investment strategies, products, and portfolio construction methodologies.
• Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot.

Nice To Haves

• Delivers an exceptional client experience while achieving sales and retention goals.
• Works effectively with internal and external partners to achieve shared goals and support client needs.
• Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently.
• Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach.

Responsibilities

• Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size.
• Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities, when applicable.
• Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship.
• Meet with prospects and clients, preparing and presenting proposals for investment management.
• Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives.
• Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client.
• Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordination of portfolio changes.
• Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.
• Keep informed of market trends and analyze the effect of these trends on clients’ investment portfolios.
• Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.
• Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Benefits

• Comprehensive benefits and differentiated compensation offerings
• Eligible to participate in an incentive compensation plan
• Extensive benefits programs designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level