Jobs
>
Louisville

    Senior Portfolio Manager - Louisville, United States - Fifth Third

    Fifth Third
    Fifth Third Louisville, United States

    1 week ago

    Default job background
    Description

    Make banking a Fifth Third better

    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.
    • 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.

    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.
    • 8to 10 years experience involving money management, including investment decision-making.
    • Solid communication and presentation skills are required for this position.
    Senior Portfolio Manager 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.

  • Beam Suntory

    On-Premise Portfolio Manager

    2 weeks ago

    Beam Suntory Louisville, United States

    At Suntory Global Spirits, we craft spirits of the highest quality and deliver brilliant experiences to people around the world. Suntory Global Spirits has evolved into the worlds third largest leading premium spirits company where each employee i Portfolio Manager, Manager, Port ...

  • Fifth Third Bank, N.A.

    Senior Portfolio Manager

    2 weeks ago

    Fifth Third Bank, N.A. Louisville, United States

    Make banking a Fifth Third better · 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, recommen ...

  • Fifth Third

    Senior Portfolio Manager

    2 weeks ago

    Fifth Third Louisville, United States

    Make banking a Fifth Third better · 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, recom ...

  • Suntory Global Spirits

    On-Premise Portfolio Manager

    6 days ago

    Suntory Global Spirits Louisville, United States

    At Suntory Global Spirits, we craft spirits of the highest quality and deliver brilliant experiences to people around the world. Suntory Global Spirits has evolved into the world's third largest leading premium spirits company ... where each employee is treated like family and tr ...

  • CFA Institute

    Wealth Advisor, Portfolio Manager

    1 week ago

    CFA Institute Louisville, United States

    Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our v ...

  • Bartlett Wealth Management

    Wealth Advisor, Portfolio Manager

    6 days ago

    Bartlett Wealth Management Louisville, United States

    Bartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clients. At Bartlett, we live by our v ...

  • Bartlett Wealth Management

    Wealth Advisor, Portfolio Manager

    4 days ago

    Bartlett Wealth Management Louisville, United States

    Job Description · Job DescriptionBartlett manages over $8 billion in assets and has offices in three cities, with a total of 78 employees. Wealth management at Bartlett is a team approach to providing customized investment management and financial planning solutions for our clien ...

  • Western Alliance Bank

    Senior PMO Portfolio Manager

    1 week ago

    Western Alliance Bank Jeffersonville, United States

    Senior PMO Portfolio Manager page is loaded · Senior PMO Portfolio Manager · Apply · locations · Phoenix, AZ · time type · Full time · posted on · Posted 18 Days Ago · job requisition id · R8347 · Job Title: · Senior PMO Portfolio Manager · Location: · CityScape · Wh ...

  • Western Alliance Bank

    VP - Portfolio Management- Hotel Franchise Finance

    1 week ago

    Western Alliance Bank Jeffersonville, United States

    VP - Portfolio Management- Hotel Franchise Finance page is loaded · VP - Portfolio Management- Hotel Franchise Finance · Apply · locations · Phoenix, AZ · time type · Full time · posted on · Posted 20 Days Ago · job requisition id · R8227 · Job Title: · VP - Portfolio ...

  • SilverTech

    Sales Support Employee

    1 week ago

    SilverTech Louisville, United States

    Herchenbach Industrial Buildings: Over 100 years of success, 120 Herchenbach employees in five European countries, a sustainably growing and owner-managed medium-sized company. Thanks to our ongoing innovation, we are one of the leading providers of modular lightweight storage so ...

  • Spectrum Innovations

    Employee (m/f/x) in Quality Management

    1 week ago

    Spectrum Innovations Strathmoor Manor, United States

    We are Brandenburg's largest media house. With our regional media brands, we are market leaders and cover approximately 80% of the area of Brandenburg. With our product portfolio, we enjoy great trust, credibility, and are an indispensable navigator. We distribute our journalisti ...

  • Golden Gate Group

    Commercial Customer Advisor

    2 weeks ago

    Golden Gate Group Kingsley, KY, United States Freelance

    Join our team in the Kingsley, KY region · **Responsibilities**: · - As a commercial customer advisor, you will secure the commercial customers of our partner banks in the area of personal and property insurance. · - To do this, you will use our strong product portfolio and innov ...

  • Eclipse Enterprises

    Investment Manager:in

    1 week ago

    Eclipse Enterprises Lynnview, United States

    Investment Manager (m/f/d) at Lynnview · About Lynnview · Lynnview is a professionally oriented management structure for the management of large assets. We offer strategic, tactical, and operational services to owners and responsible parties of respectable assets. For more inform ...

  • Sapphire Enterprises

    Real Estate Manager

    1 week ago

    Sapphire Enterprises West Buechel, United States

    About the Company · We are a family-owned company with over 30 years of experience in property management. Our long-standing and trusting relationships with our clients are based on our commitment to quality, tailored services, and the exceptional dedication of our employees. · W ...

  • Quantum Innovations

    Sales Manager

    1 week ago

    Quantum Innovations Thornhill, United States

    Are you passionate about online marketing and have a clear vision of your goals? Then join our field sales team as · SALES MANAGER (M/W/D) ONLINE MARKETING · SELLWERK accompanies companies nationwide in their digitalization process. · Based in Stuttgart and operating nationally, ...

  • SilverLinx

    A Country Manager is a person who oversees the operations and activities of a company or organization in a specific country

    1 week ago

    SilverLinx Broeck Pointe, United States

    Broeck Pointe - Country Manager for Germany (remote) · Broeck Pointe is seeking a Country Manager for Germany to join our team. We are a leading wholesale distributor of solar PV, energy storage systems, electric vehicle charging infrastructure, and related components. With over ...

  • Neptune Enterprises

    Head of AWS Cloud

    2 weeks ago

    Neptune Enterprises Sand Hill, OK, United States Freelance

    **Be smart - JOIN US** We are looking for a Head of AWS Cloud (m/f/d) to expand our Business Intelligence (BI) portfolio on the AWS Cloud platform in Sand Hill, OK. Do you want to develop innovative topics like GenAI into smart solutions for clients? Are you looking for more resp ...

  • Flexcon Company Inc.

    Specialty Tapes Director

    1 week ago

    Flexcon Company Inc. Spencer, United States

    **THE FLEXCON EXPERIENCE**: · **Imagine...working for a company that knows that its people are the key to its success in the marketplace. A company in which achieving extraordinary results and having a stimulating work experience are part of the same process. We recognize that pe ...

  • CrowdStrike, Inc.

    Manager, Program Manager, Engineering

    4 days ago

    CrowdStrike, Inc. Louisville, United States Full time

    About the Role: · We are CrowdStrike, a fast-growing security company that protects our wide range of customers from cybersecurity attacks. We're investing in program managers who are energetic, eager to learn, flexible and capable of managing large scale/complex engineering pro ...

  • Phoenix Innovations

    Civil Engineer

    1 week ago

    Phoenix Innovations Jeffersontown, United States

    About the Company · As a company group, we have been on a growth trajectory for some time, constantly developing for you and continuously expanding our expertise in the construction industry. Our portfolio now includes planning services according to HOAI, project management and s ...