Fifth Third Bank

Strategy

• Monitor, organize and report research and analysis of industry and market trends
• Design and execute research, quantitative analysis, and modeling
• Support the development of the bank's Strategic Plan
• Communicate effectively with management and executives

Associate, Corporate Strategy

Financial Planning and Analysis

• Support the execution of complex financial transactions and strategic initiatives
• Conduct initial and ongoing due diligence, including market research and transaction analyses
• Prepare client-facing materials including pitch books and transaction summaries
• Analyze financial statements and market data to support corporate finance evaluations
• Communicate project status, timelines, deliverables effectively across deal teams

Investment Banking Analyst II

Manager

• Accountable for managing a portfolio of accounts
• Review and recommend credit decisions
• Partners with the Relationship Manager to meet with clients and participate in business Development calls
• Assess prospective client's viability for credit
• Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants
• Value collateral
• Generate commitment letters
• Assist in providing business partners credit lending policy interpretation
• Perform final risk rating analysis
• Capture and document credit decisions, conditions, and modifications
• Collaborates with the Credit Analyst to perform Portfolio management duties
• Establish and maintain Investor Group on lender Portal
• Perform Monitoring action and Conduct periodic deal Review
• Execute decisions to renew or modify deals
• Communicate directly with clients regarding credit events and actions as needed
• Works independently to pitch a more complex deal structure
• A focus on continuous learning to keep up with ever-changing market dynamics
• Mentor to more Junior PMs and Credit Analysts.

Commercial Portfolio Manager II

• 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

Senior Portfolio Manager

• The individual in this role will manage a portfolio of corporate healthcare borrowers across all the different subsectors (e.g. pharma, insurance, hospitals, medical equipment, home health).
• PMs are expected to be intimately involved in the deal process, making recommendations on appropriate credit structures, pricing, etc.
• PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst.
• 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.

Senior Portfolio Manager – National Healthcare

Analyst

• Handle securities processing tasks including independently processing transactions.
• Verify trade settlement information.
• Contact counter parties to follow-up on outstanding settlement issues.
• Promote teamwork and participate in the cross training of team members.

Associate, Corporate Strategy

Investment Banking Analyst II

Commercial Portfolio Manager II

Senior Portfolio Manager

Senior Portfolio Manager – National Healthcare

Securities Analyst I