Manager, Closely Held Assets

Responsibilities

• Manage a portfolio of closely held business interests, supporting investment reviews, valuations, and ongoing monitoring activities.
• Analyze financial statements, company performance, and industry trends to assist in assessing risk and determining asset value.
• Support the evaluation and execution of corporate actions, including proxy votes, reorganizations, and asset sale transactions.
• Communicate with clients, trust officers, and professional advisors regarding asset performance and administrative updates.
• Ensure adherence to governing documents, fiduciary standards, and regulatory requirements; escalate risks or issues as appropriate.
• Cross-functional Collaboration: Partner with internal teams including risk, legal, tax, and operations to support asset management and issue resolution.
• Operational Execution: Coordinate documentation, tracking, and reporting related to asset activities, ensuring accuracy and timeliness.
• Perform other duties as assigned, adapting to evolving business needs and priorities.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field, or equivalent work experience.
• Minimum of 5 years of relevant work experience in commercial credit, business analysis, trust administration, or similar field.

Skills

• Financial Analysis: Ability to interpret financial statements and assist in determining the value of privately held business interests.
• Portfolio Management: Experience supporting management of investment portfolios or financial assets.
• Client Communication: Ability to communicate effectively with internal partners and external stakeholders.
• Attention to Detail: Strong organizational skills with the ability to manage multiple priorities and deadlines.

For Success

• Analytical Thinking: Ability to assess moderately complex financial and operational data.
• Problem Solving: Ability to identify and escalate issues with sound judgment.
• Collaboration: Ability to work effectively across teams and functions.
• Communication: Strong written and verbal communication skills.
• Client Focus: Commitment to delivering high-quality service and maintaining strong relationships.

Pay

Total Base Pay Range: $71,100.00 - $145,900.00 USD Annual

Schedule

N/A

Benefits

You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

Location

Rosemont, Illinois 60018