Senior Portfolio Manager
Fifth Third Bank
- Louisville, KY
- Permanent
- Full-time
- 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.
- 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.