Senior Manager, Closely Held
Fifth Third Bank • Austin, TX16d • $96,500 - $207,500 • Onsite
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Senior Manager, Closely Held
Fifth Third Bank•Austin, TX
•$96,500 - $207,500•Onsite
About The Position
The Senior Manager, Closely Held Assets, leads complex engagements involving operating companies, holding companies, family enterprises, and private investments held within fiduciary structures, including trusts, estates, and foundations. The role ensures adherence to regulatory, risk, and fiduciary standards while overseeing a portfolio of moderate- to high-complexity nonmarketable assets, primarily higher-profile and higher-value assets across a national footprint. The portfolio includes minority and controlling interests in limited partnerships, limited liability companies, closely held corporations, and other private investments. The Senior Manager evaluates, monitors, and strategically manages these assets, applying sound fiduciary judgment and established governance practices. The role also serves as a subject matter expert and supports development of junior team members.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field.
- At least 7 years of relevant work experience in commercial credit, business analysis, or equivalent experience.
- Ability to evaluate complex financial statements and determine the value of privately held business interests.
- Experience managing complex, nonmarketable, or illiquid investment portfolios.
- Ability to communicate effectively with clients and professional advisors on complex investment matters.
- Strong judgment in evaluating transactions, corporate actions, and asset disposition opportunities.
- Ability to prioritize work, manage multiple assignments, and meet deadlines in a dynamic environment.
- Demonstrated ability to lead through expertise, influence stakeholders, and guide team members in a complex environment.
- Ability to identify, analyze, and resolve complex and ambiguous issues.
- Strong investigative skills to support investment recommendations and risk assessments.
- Strong written and verbal communication skills for technical and non-technical audiences.
- Commitment to delivering strong client service and maintaining effective relationships.
Responsibilities
- Manage a portfolio of private business investments, including partnerships, LLCs, and corporations; perform investment reviews, develop recommendations, and determine valuations for fiduciary and fee-related purposes.
- Analyze financial statements, industry dynamics, and corporate structures to assess risk and determine the value of closely held business interests.
- Evaluate and make determinations on proxy votes, tender offers, and reorganizations; lead asset-sale decisions, including transaction execution and documentation.
- Communicate with clients and their professional advisors regarding investment performance, strategy, and recommendations.
- Partner with risk, legal, and compliance teams to ensure fiduciary decisions align with governing documents, client objectives, and regulatory requirements; escalate complex matters through established governance channels.
- Serve as a subject matter expert on closely held assets while training and mentoring junior team members.
- Collaborate with internal partners to address complex or sensitive investment matters and ensure appropriate risk mitigation.
- Perform other duties as assigned and adapt to tasks or shifts in priorities to support the team and company mission.
Benefits
- Comprehensive benefits 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
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