Portfolio Implementation Trading Specialist
Cincinnationsitemid
Posted today · via Workday
About this role
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: Works closely with Senior Portfolio Managers to manage the implementation of high-net-worth client investment portfolios with a primary focus on trading and rebalancing accounts. Oversees transitioning portfolios, tactical allocation and/or manager changes, tax loss harvesting, cash management activity, etc. for agency, trust, and charitable accounts. Responsible for management of Portfolio Implementation workflows including account groups, dashboards, and documented procedures. This person will have direct impact on system conversions.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Cincinnati. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
More at Fifththird
- View →Personal Banker Associate II - Rutherford CountyMurfreesboro, TN
- View →Repossession Specialist M-F 8am-5pmGrand Rapids, MI
- View →Financial Center Manager Associate - Coconut Creek Denovo FCCoconut Creek, FL
- View →Personal Banker Associate I - Valley Bend (Huntsville, AL)Huntsville, AL
- View →CSC Research, Resolution & Supp Mgr ICincinnati, OH
- View →Retail Personal Banker Associate II - Glyn EllynGlen Ellyn, IL