Senior Portfolio Manager
3 weeks ago
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts. Primary functions include investment management, client service and support of new business efforts. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop satisfied clients and new sources of asset management revenue through frequent contact, usually for portfolios/relationships of a substantial size and complexity. + Consult with major client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship. + Working with client advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management. + Interpret the intentions of the trust or agency agreement and build an investment policy to accomplish those objectives. + Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk. + Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes. + Mentor more junior Portfolio Managers. + 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 client's investment portfolios. + Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed. + Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree required in a related field, and the successful candidate is likely to have an advanced degree, such as an MBA or CFA. + 8 to 10 years experience involving money management, including investment decision-making. + Solid communication and presentation skills are required for this position. Senior Portfolio Manager LOCATION -- Louisville, Kentucky 40202 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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Senior Portfolio Manager
3 weeks ago
Louisville, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and...
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Senior Accountant
1 week ago
Louisville, Kentucky, United States Ventas Full timeJob Description The Senior Accountant will have the opportunity to join the property accounting team of a high-profile, growing portfolio of healthcare real estate assets within the Senior Housing group. The Senior Accountant will be primarily involved in various aspects of the accounting close cycle. This position is responsible for producing accurate and...
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Senior Accountant, Property Accounting
3 days ago
Louisville, United States Ventas Full timeJob Description: The Senior Accountant will have the opportunity to join the property accounting team of a high-profile, growing portfolio of healthcare real estate assets within the Senior Housing group. The Senior Accountant will be primarily involved in various aspects of the accounting close cycle. This position is responsible for producing accurate and...
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Senior Accountant
5 days ago
Louisville, United States Ventas Full timeJob Description The Senior Accountant will have the opportunity to join the property accounting team of a high-profile, growing portfolio of healthcare real estate assets within the Senior Housing group. The Senior Accountant will be primarily involved in various aspects of the accounting close cycle. This position is responsible for producing accurate and...
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Senior Accountant, Property Accounting
1 day ago
Louisville, United States Ventas Full timeJob Description: The Senior Accountant will have the opportunity to join the property accounting team of a high-profile, growing portfolio of healthcare real estate assets within the Senior Housing group. The Senior Accountant will be primarily involved in various aspects of the accounting close cycle. This position is responsible for producing accurate and...
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Senior Convention Services Manager
5 hours ago
Louisville, United States Omni Hotels Full timeCome join the Omni Louisville Family! Our Senior Convention Services Managers prepare all event documentation and coordinates with Sales, property departments and customer to ensure consistent, high level service throughout the planning, event and po Manager, Senior, Service, Forecasting, Omni, Hotel, Retail
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Assistant Property Manager
5 days ago
Louisville, United States Healthpeak Properties, Inc. Full timeJob DescriptionJob DescriptionPOSITION RESPONSIBILITIESResponsibilities include but are not limited to:Develop and maintain working relationships with tenants and decision-makers.Coordination and implementation of portfolio-specific tenant outreach programsAddress tenant concerns quickly, professionally, and economically.Attend regular meetings with Senior...
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Audit Senior Accountant
4 weeks ago
Louisville, United States LBMC Full timeJob DescriptionJob DescriptionLBMC has recently expanded our footprint through the addition of our Louisville office, and we are excited to continue to add new team members and further serve clients in the greater Kentucky market through our downtown Louisville office location. Our firm is aggressively opportunistic about adding top talent to our teams to...
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Audit Senior Accountant
3 weeks ago
Louisville, United States LBMC Full timeLBMC has recently expanded our footprint through the addition of our Louisville office, and we are excited to continue to add new team members and further serve clients in the greater Kentucky market through our downtown Louisville office location. Our firm is aggressively opportunistic about adding top talent to our teams to ensure we continue to evolve as...
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Louisville, Kentucky, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
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Louisville, United States Senior Helpers Full timeSenior Helpers is hiring caregivers and certified nursing assistants (CNAs) across the area! We are a locally-owned and operated franchise, and love to get to know our Caregivers! Come and join our team! We are growing quickly and are looking to add several caregivers to our roster. We pride ourselves on offering a variety of benefits, and also strive to...
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LPN Med Tech
7 days ago
Louisville, United States Sunrise Senior Living Full timeOverviewAt Sunrise, our LPN Medication Care Manager is responsible for providing the highest degree of quality care and services by administering medication and treatments in a safe organized manner.Responsibilities Responsibilities:- Administration of medications- Documentation of medication administration- Providing resident care while demonstrating the...
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LPN Med Tech
7 days ago
Louisville, United States Sunrise Senior Living Full timeOverviewAt Sunrise, our LPN Medication Care Manager is responsible for providing the highest degree of quality care and services by administering medication and treatments in a safe organized manner.Responsibilities Responsibilities:- Administration of medications- Documentation of medication administration- Providing resident care while demonstrating the...
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Tax Senior Manager | Nonprofit
3 weeks ago
Louisville, United States FORVIS Full timeDescription & Requirements As a FORVIS Tax Senior Manager, you will have the opportunity to lead and develop a team in tax, while providing an unmatched client experience. If you have experience with managing tax advisory services and tax compliance to a diversified client base, with a focus on Nonprofit organizations, this is the position for you! How...
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Construction Senior Project Manager
2 weeks ago
Louisville, Kentucky, United States The Walsh Group Full timeOverviewWalsh is currently seeking a Senior Project Manager for our project at the Morris Forman Water Quality Treatment Center in Louisville, KY .Do you want to invest in the growth and progress of the next generation of construction talent? Do you enjoy mobilizing people and resources to overcome challenges? Are you a leader that inspires others to do...
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Louisville, United States Stantec Full timeWe create the connections that get people and goods moving-whether by car, bus, train, plane, or their own two feet. Working within the context of the communities we serve, we provide planning, engineering, and infrastructure management services that fit the needs of our clients and improve the overall transportation experience. Join our team and help us...
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Senior IT Manager
1 week ago
Louisville, United States Linbar Solutions Full timeIf you have interest in this position please send resume in word with contact number. #2 Senior IT Manager, SecOps (#11133485) Pay Range: DOE Recruiter will discuss Position Type: Permanent Job Location: Louisville, KYInterview Type: Phone/Web with possible In Person Job Order Recruiter Name and Email Address: Barb Ensminger ...
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Sales Assistant
5 days ago
Louisville, United States Sunrise Senior Living Full timeOverview"Sunrise is the best place that I've ever worked, simply because of the people. We provide quality care in an environment that feels like home. Our focus is doing what’s right for the resident. For me, that’s a big breath of fresh air."- Sunrise Leader At Sunrise, our Sales Assistant is responsible for the marketing and sales planning and...
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Digital project coordinator
20 hours ago
Louisville, United States Apex Systems Full timeTitle Program Manager (Project Coordinator) Location: 100% remoteType: 6+ month Contract Apex's Pharmacy client is fast-growing, and is all about making positive changes in the lives of seniors, as well as in the lives of our associates. Offering Primary Care, Home Health, and Pharmacy services, we put customers at the center of everything we do—inspiring...
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Digital project coordinator
14 hours ago
Louisville, United States Apex Systems Full timeTitle Program Manager (Project Coordinator) Location: 100% remoteType: 6+ month Contract Apex's Pharmacy client is fast-growing, and is all about making positive changes in the lives of seniors, as well as in the lives of our associates. Offering Primary Care, Home Health, and Pharmacy services, we put customers at the center of everything we do—inspiring...