Portfolio Manager

Employment Type: Regular Full/Part Time: Full Time Division: Investment Advisors Location: FIFTH THIRD CENTER, CINCINNATI, OHGENERAL FUNCTION:
Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of small to medium client accounts. Primary functions include investment management, client service and support of new business efforts. May assist more senior Portfolio Mangers with major accounts.DUTIES AND RESPONSIBILITIES:

Develop satisfied clients and new sources of asset management revenue through frequent contact, for small to mid size relationships of low to medium complexity.

Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement for each relationship.

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

Working with client advisors, participate in the development of new business opportunities by meeting with prospects, preparing and presenting proposals for investment management.

Work with trust specialists to learn the intentions of the trust or agency agreement and identify the most appropriate 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.

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.SUPERVISORY RESPONSIBILITIES:
None
Job RequirementsKNOWLEDGE & SKILLS REQUIRED:
Prefer Bachelor's degree in a related field plus 3 to 4 years of investment experience or an advanced degree, such as an MBA or CFA, with 2 years of investment experience. Strong written and verbal communication skills are required for this position.
E.O.E., M/F/D/V