Associate Portfolio Manager
Fifth Third Bank - Grand Rapids, MI

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Requirements

GENERAL FUNCTION:

Assists more senior Portfolio Managers in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of small client accounts.

DUTIES AND RESPONSIBILITIES:

· Assists more senior portfolio managers in the development of satisfied clients and new sources of asset management revenue through frequent contact

· Prepare sales and investment review materials for use in client presentations.

· Assist more senior Portfolio Managers with larger, more complex relationships.

· Provide research and analysis on client portfolios using complex data services (Bloomberg, Baseline, Morningstar, etc.)

· Under the direction of the Senior PM, execute investment programs utilizing models and mutual funds to accomplish account objectives.

· Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.

SUPERVISORY RESPONSIBILITIES:

None

KNOWLEDGE & SKILLS REQUIRED:

1-4 years of investment experience with Bachelor's degree

0-2 years of investment experience with an MBA or CFA .

Experience

KNOWLEDGE & SKILLS REQUIRED:

1-4 years of investment experience with Bachelor's degree

0-2 years of investment experience with an MBA or CFA .

Fifth Third Bank - 19 months ago - save job - block
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About this company
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Fifth Third Bank is The curious bank. We are one of the top-performing banks in the country with a more-than-150-year heritage of success...