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Senior Portfolio Manager
Fifth Third Bank. Develop and recommend investment programs for complex clients .
About the role
Key responsibilities & impact- Develop and recommend investment programs for complex clients
- Manage client relationships and present at meetings
- Consult with clients to develop investment objectives and plans
- Mentor junior Portfolio Managers
- Keep informed of market trends and investment strategies
Requirements
What you’ll need- Bachelor's degree in related field
- Advanced degree (MBA/CFA) preferred
- 7-10 years of money management experience
- Solid communication and presentation skills
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
- Demonstrated problem solving and analytical skills
Benefits
Comp & perks- Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
- Incentive compensation plan based on performance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
money managementinvestment programsinvestment objectivesinvestment strategiesanalytical skillsproblem solving
Soft Skills
communication skillspresentation skillsclient relationship managementmentoring
Certifications
Bachelor's degreeMBACFA