![Fifth Third Bank, N.A.](https://media.trabajo.org/img/noimg.jpg)
Senior Portfolio Manager
3 weeks ago
Fifth Third Bank, N.A.
Senior Portfolio Manager
Louisville ,
Kentucky
Apply Now
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.
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.
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.
#J-18808-Ljbffr
-
Senior Manager, Portfolio Delivery
1 month ago
Tulsa, United States L.A. Care Health Plan Full timeLocation: Position Type: Full Time Requisition ID: 11233 Salary Range: $135,136.00 (Min.) - $165,000.00 (Mid.) - $195,000.00 (Max.) Established in 1997, L.A. Care Health Plan is an independent public agency created by the state of California to provide health coverage to low-income Los Angeles County residents. We are the nation’s largest publicly operated...
-
SIA Portfolio Manager I
2 weeks ago
Tulsa, United States Bank of Oklahoma Full timeReq ID: 75113 Location: Tulsa -TUL Areas of Interest: Investment Management; Portfolio Management; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/07/2024 BOK Financial Corporation Group includes BOKF, NA; BOK Portfolio Manager, Manager, Portfolio, Investment, Financial, Management, Banking
-
Commercial Portfolio Manager I
1 month ago
Tulsa, United States Simmons bank Full timeIt's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Job Description Commercial Portfolio Manager supports the portfolio growth by managing clients through the various stages of the lending process. Provides ongoing monitoring of assigned portfolios to...
-
TMRS - Portfolio Manager - Co-Investments
1 month ago
Tulsa, United States The Association of Asian American Investment Managers Full timeTMRS is currently hiring a talented Portfolio Manager to join TMRS’ Co-Investment team in Austin. The role will be sourcing, evaluating, executing, and managing a global co-investment portfolio principally across the private markets portfolios. TMRS’ strategic asset allocation includes a 48% target for private markets across private equity,...
-
TMRS - Portfolio Manager - Co-Investments
2 weeks ago
Tulsa, United States The Association of Asian American Investment Managers Full timeTMRS is currently hiring a talented Portfolio Manager to join TMRS Co-Investment team in Austin. The role will be sourcing, evaluating, executing, and managing a global co-investment portfolio principally across the private markets portfolios. TMRS strategic asset allocation includes a 48% target for private markets across private equity, infrastructure,...
-
TMRS - Portfolio Manager - Co-Investments
3 weeks ago
Tulsa, United States The Association of Asian American Investment Managers Full timeTMRS is currently hiring a talented Portfolio Manager to join TMRS’ Co-Investment team in Austin. The role will be sourcing, evaluating, executing, and managing a global co-investment portfolio principally across the private markets portfolios. TMRS’ strategic asset allocation includes a 48% target for private markets across private equity,...
-
TMRS - Portfolio Manager - Co-Investments
1 week ago
Tulsa, Oklahoma, United States The Association of Asian American Investment Managers Full timeTMRS is currently hiring a talented Portfolio Manager to join TMRS' Co-Investment team in Austin. The role will be sourcing, evaluating, executing, and managing a global co-investment portfolio principally across the private markets portfolios. TMRS' strategic asset allocation includes a 48% target for private markets across private equity, infrastructure,...
-
Director, Senior Living Asset Management
1 month ago
Tulsa, United States The RMR Group Full timePosition Title: Director, Asset ManagementDepartment: Asset Management (Senior Living)Reports To: Vice President, Senior Living Asset ManagementLocation: 255 Washington Street, Newton, MAFLSA Status: ExemptTravel: 10-15%Summary:Diversified Healthcare Trust (Nasdaq: DHC) is a real estate investment trust (REIT) thatowns approximately $7.2 billion of...
-
Director, Senior Living Asset Management
3 weeks ago
Tulsa, United States The RMR Group Full timePosition Title: Director, Asset ManagementDepartment: Asset Management (Senior Living)Reports To: Vice President, Senior Living Asset ManagementLocation: 255 Washington Street, Newton, MAFLSA Status: ExemptTravel: 10-15%Summary:Diversified Healthcare Trust (Nasdaq: DHC) is a real estate investment trust (REIT) thatowns approximately $7.2 billion of...
-
Senior Director of Project Management
1 month ago
Tulsa, United States Cumming Group Full timeOverview At Cumming Group, you will work on some of the world's most exciting projects in a dynamic environment where your success is measured by the impact you make. We are one of the fastest-growing project and cost management consultancies in the United States, as reflected in our top 20 ranking in ENR . With over 50 offices globally, an extremely diverse...
-
Senior Director of Project Management
1 week ago
Tulsa, United States Cumming Group Full timeOverview At Cumming Group, you will work on some of the world's most exciting projects in a dynamic environment where your success is measured by the impact you make. We are one of the fastest-growing project and cost management consultancies in the United States, as reflected in our top 20 ranking in ENR . With over 50 offices globally, an extremely diverse...
-
Business Office Manager
4 days ago
Tulsa, United States Discovery Senior Living Full timeAbout Discovery Senior Living Discovery Senior Living ranks prominently among the 5 largestsenior housing providers in the US, and is nationally renowned for designing,developing, marketing, and operating a multi-brand portfolio of upscale, luxurysenior-living communities. With over 250 communities in nearly 40states, and 15,000 dedicated employees,...
-
TMRS - Portfolio Director - Buyouts
1 month ago
Tulsa, United States The Association of Asian American Investment Managers Full timeTMRS is currently hiring a talented Portfolio Director to lead TMRS’ Buyout team in Austin. The role will be sourcing, evaluating, executing, and managing a global buyout portfolio across funds and co-investments. TMRS’ portfolio is 11% invested in private equity (target of 13%), approximately 70% of which is comprised of buyout strategies. The Buyout...
-
Portfolio Operations Director
1 month ago
Tulsa, United States Hunt MH Shared Services LLC Full timeHunt MH Shared Services LLC Portfolio Operations Director (Remote) Seattle , Washington Apply Now DescriptionA Brief OverviewUnder the direction of the Vice President of Operations, the Portfolio Operations Director is responsible for the leadership, operational and financial oversight of their assigned property and team to achieve company goals. The...
-
Upskilling Product Senior Manager
3 weeks ago
Tulsa, United States The Boston Consulting Group Inc Full timeThe Boston Consulting Group Upskilling Product Senior Manager Denver , Colorado Apply Now BCG's purpose is to "Unlock the Potential of Those Who Advance theWorld". At BCG U, we contribute to that unlock through next generation,large-scale upskilling solutions that build an organization's capability totransform in a transforming world. Our focus is on...
-
Tulsa, Oklahoma, 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...
-
ADvantage Case Manager
1 week ago
Tulsa, United States LIFE Senior Services Full timeWith required certification and training, provide certified ADvantage Case Management services though collaborating with ADvantage Members and their support systems, including family members, caregivers, etc., by assessing, facilitating, planning, advocating and monitoring health and social needs, thus enabling members to remain in their home and in the...
-
ADvantage Case Manager
2 weeks ago
Tulsa, United States LIFE Senior Services Full timeWith required certification and training, provide certified ADvantage Case Management services though collaborating with ADvantage Members and their support systems, including family members, caregivers, etc., by assessing, facilitating, planning, advocating and monitoring health and social needs, thus enabling members to remain in their home and in the...
-
ADvantage Case Manager
1 week ago
Tulsa, United States LIFE Senior Services Full timeWith required certification and training, provide certified ADvantage Case Management services though collaborating with ADvantage Members and their support systems, including family members, caregivers, etc., by assessing, facilitating, planning, advocating and monitoring health and social needs, thus enabling members to remain in their home and in the...
-
Senior Sales Manager, National Accounts
4 weeks ago
Tulsa, United States Maxar Space LLC Full timeMaxar is seeking a Senior Sales Manager, National Accounts for a set of large national/global accounts based in the United States. This role will be responsible for generating growth with new and existing customers. This person can work remotely from various locations in the U.S. If you are interested in the booming Space and AI/ML technology a proven...