Senior Manager, Closely Held Assets

About the role

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

Responsibilities

• Portfolio Leadership & Management: Manage a portfolio of private business investments, including partnerships, LLCs, and corporations, performing investment reviews, developing recommendations, and determining valuations for fiduciary and fee-related purposes.
• Portfolio Management & Valuation: Manage a portfolio of private business investments, including partnerships, LLCs, and corporations; perform investment reviews, develop recommendations, and determine valuations for fiduciary and fee-related purposes.
• Financial Analysis: Analyze financial statements, industry dynamics, and corporate structures to assess risk and determine the value of closely held business interests.
• Corporate Actions & Transactions: Evaluate and make determinations on proxy votes, tender offers, reorganizations, and lead asset sale decisions, including execution and documentation of transactions.
• Client & Advisor Engagement: Communicate with clients and their professional advisors regarding investment performance, strategy, and recommendations.
• Risk & Fiduciary Governance: Partner with risk, legal, and compliance teams and ensure fiduciary decisions align with governing documents, client objectives, and regulatory requirements; escalate complex matters through established governance channels.
• Subject Matter Expertise & Team Development: Serve as a subject matter expert on closely held assets while training and mentoring junior team members.
• Cross-Functional Collaboration: Work with internal partners to address complex or sensitive investment matters and ensure appropriate risk mitigation.
• Other Duties: Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• Minimum of 7 years of relevant work experience in commercial credit, business analysis or equivalent experience.

Skills

• Financial Analysis & Valuation: Ability to evaluate complex financial statements and determine the value of privately held business interests.
• Portfolio & Investment Management: Experience managing complex, nonmarketable or illiquid investment portfolios.
• Client Relationship Management: Ability to communicate effectively with clients and professional advisors on complex investment matters.
• Decision Making & Judgment: Strong ability to evaluate transactions, corporate actions, and asset disposition opportunities.
• Organization & Time Management: Ability to prioritize work, manage multiple assignments, and meet deadlines in a dynamic environment.

For Success

• Leadership & Influence: Demonstrated ability to lead through expertise, influence stakeholders, and guide team members in a complex environment.
• Analytical Problem Solving: Ability to identify, analyze, and resolve complex and ambiguous issues.
• Research & Due Diligence: Strong investigative skills to support investment recommendations and risk assessments.
• Communication: Strong written and verbal communication skills tailored to both technical and non-technical audiences.
• Client Focus: Commitment to delivering strong client service and maintaining effective relationships.

Pay

Total Base Pay Range: $96,500.00 - $207,500.00 USD Annually

Schedule

Not specified

Benefits

See details on our 53.com Careers page: https://www.53.com/content/fifth-third/en/careers/benefits.html

Attention Search Firms and Staffing Agencies

Do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.