Manager managing a small team of administrators providing efficient client service at Apex Group. Focus on investor queries, team collaboration, and maintaining relationships.
About the role
- Institutional Senior Portfolio Manager at Fifth Third Bank managing investment programs for complex clients. Responsible for client relationships, investment strategy, and team mentorship.
Responsibilities
- 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
Requirements
- Bachelor's degree in related field • Advanced degree (MBA/CFA) preferred • 7-10 years of money management experience • Solid communication and presentation skills • Proficient in Microsoft Office (Word, Excel, PowerPoint) • Demonstrated problem solving and analytical skills
Benefits
- Comprehensive benefits programs supporting physical, financial, emotional, and social well-being • Incentive compensation plan based on performance
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