Portfolio Manager 1 (PCS)

Fifth Third Bank • Cincinnati, OH

1d

About The Position

The Portfolio Manager acts within established investment policy guidelines to recommend and execute investment programs for a significant volume of client accounts and/or relationships. The role focuses on investment management, client service, and support of new business efforts, delivering an exceptional client experience while achieving sales and retention goals. Client interactions are generally conducted by phone, video, and email.

The position develops client relationships and new asset-management revenue, consults with clients and advisors to establish investment objectives, implements suitable investment plans, and maintains an Investment Policy Statement for each relationship. It coordinates with Trust and/or Account Officers, collaborates with business partners on new business opportunities, and prepares and presents investment-management proposals.

The Portfolio Manager invests client assets according to applicable policy guidelines, monitors market trends and their effects on portfolios, stays informed about investment strategies and products, and follows investment policies and procedures, including annual account reviews and documentation of exceptions. The role is based in Cincinnati, Ohio.

Requirements

• Bachelor’s degree.
• Three or more years of professional experience.
• Strong interpersonal, written, verbal, and presentation skills.
• Strong analytical and problem-solving skills for evaluating investment options, addressing client challenges, and making data-informed decisions.
• General knowledge of the firm’s investment strategies, products, and portfolio construction methodologies.
• Proficiency with Microsoft Office software, including Word, Excel, PowerPoint, and CoPilot.

Nice To Haves

• A major in Finance, Accounting, Economics, or Business Administration.
• Experience in money management, investment research, or financial services.

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 meetings, pre-call planning, and post-call follow-up to pursue new business opportunities when applicable.
• Consult with clients and advisors to develop investment objectives and implement suitable investment plans, maintaining an Investment Policy Statement for each client relationship.
• Meet with prospects and clients and prepare and present investment-management proposals.
• Coordinate with Trust and/or Account Officers to understand trust, IRA, or agency agreement intentions and identify an appropriate investment policy for client objectives.
• Invest assets according to investment policy guidelines to achieve competitive returns within the given level of risk and in the client’s best interest.
• Engage regularly with peers and business partners to communicate client objectives and coordinate portfolio changes.
• Maintain awareness of investment strategies, techniques, and products through industry contacts and internal and external research.
• Monitor market trends and analyze their effects on clients’ investment portfolios.
• Follow established investment policies and procedures, including annual account reviews and minimizing or documenting exceptions.
• Perform other duties as assigned and adapt to new tasks or changing priorities.

Benefits

• Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.
• Eligible to participate in an incentive compensation plan, with payments based on company, line of business, and/or individual performance.

What This Job Offers

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