Portfolio Manager jobs at City National Bank - 33 jobs

WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership role and as technical resource for advisors. * Ensure that advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. * Prepare client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. * Facilitate and conduct individual meetings and presentations. * Operate and represent RBC Rochdale with the highest level of integrity and work ethic. * Account and Portfolio Management * Manage an assigned group of investment portfolios. * Work closely with clients and advisors, advising them on strategies to achieve investment goals. * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * Trade implementation and strategic rebalancing for new and existing client accounts. * Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. * Manage cash flow, reinvestment and liquidity requirements. * Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. * Attend client meetings. * Business Development * Work with advisors to acquire new business, work on bringing in additional assets from existing clients. * Investment Strategy/Trading and Research * Demonstrate expert knowledge of both internal and external investment solutions. * Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues. * Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets) * Risk Management and Compliance * Follow appropriate Regulation 9 process. * Accurately complete various compliance related reporting in a timely manner. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * CFA - Charter Financial Analyst * Master's Degree * A minimum of 10 years of investment management experience * FINRA Series 7 and 66 licenses (or ability to obtain) *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,548 - $208,711 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

WHAT IS THE OPPORTUNITY? Manage Royal Bank of Canada (RBC) Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals. WHAT WILL YOU DO? * Relationship Management * Expand and deepen relationships with financial advisors and clients. * Act in a leadership role and as technical resource for advisors. * Ensure that advisors are kept abreast of firm and industry developments. * Ensure that the transition from the sales process to portfolio management is smooth and accurate. * Handle advisor and client communication. Serve as the central point of the relationship. * Prepare client presentations. * Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications. * Facilitate and conduct individual meetings and presentations. * Operate and represent RBC Rochdale with the highest level of integrity and work ethic. * Account and Portfolio Management * Manage an assigned group of investment portfolios. * Work closely with clients and advisors, advising them on strategies to achieve investment goals. * Structure investment portfolios and rebalance asset allocation within client's investment objects and risk tolerance. * Trade implementation and strategic rebalancing for new and existing client accounts. * Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. * Manage cash flow, reinvestment and liquidity requirements. * Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed. * Attend client meetings. * Business Development * Work with advisors to acquire new business, work on bringing in additional assets from existing clients. * Investment Strategy/Trading and Research * Demonstrate expert knowledge of both internal and external investment solutions. * Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues. * Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets) * Risk Management and Compliance * Follow appropriate Regulation 9 process. * Accurately complete various compliance related reporting in a timely manner. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Master's Degree * A minimum of 10 years of investment management experience * CFA - Charter Financial Analyst * FINRA Series 7 and 66 securities *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,548 - $208,711 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1

Job Description EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Summary Description The Commercial Portfolio Manager assists the Commercial Relationship Managers with the initial underwriting of credit opportunities and relationships, and assists in the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the Commercial Relationship Managers to generate new business and maintain existing client relationships. Essential Functions Underwrites requests for credit extensions to new and existing clients Performs detailed financial analysis of credits as directed by the CRM Prepares loan requests for the CRM's presentation to appropriate approval authority, including loan modification requests, covenant waivers, annual reviews, etc. Monitors assigned portfolios for: Required financial reporting Covenant compliance Borrowing base availability Payment delinquencies Overdrafts Ensures initial set-up of credit facilities on the Loan Vantage system and any other internal system(s) necessary for proper booking of the credit facilities on the Bank's systems Ensures timely spreading of interim and annual client financial statements Accompanies CRM on prospect/client calls when appropriate Position Requirements Bachelor's Degree in Accounting, Finance or related field Minimum 1 year of credit analysis and underwriting experience Completion of Bank's commercial credit training program Work is generally performed indoors in environmentally controlled conditions Typically the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Critical Skills / Expertise Knowledge of accounting theory and its practical application for credit underwriting Strong analytical skills including ability to assess clients' financial statements, cash flow, industry and competition and projections Strong written and verbal communication skills Strong presentation skills Excellent organization skills with attention to detail Ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction Ability to work independently and within a team Proficiency in various spreadsheet applications

EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Summary Description The Commercial Portfolio Manager assists the Commercial Relationship Managers with the initial underwriting of credit opportunities and relationships, and assists in the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the Commercial Relationship Managers to generate new business and maintain existing client relationships. Essential Functions * Underwrites requests for credit extensions to new and existing clients * Performs detailed financial analysis of credits as directed by the CRM * Prepares loan requests for the CRM's presentation to appropriate approval authority, including loan modification requests, covenant waivers, annual reviews, etc. * Monitors assigned portfolios for: * Required financial reporting * Covenant compliance * Borrowing base availability * Payment delinquencies * Overdrafts * Ensures initial set-up of credit facilities on the Loan Vantage system and any other internal system(s) necessary for proper booking of the credit facilities on the Bank's systems * Ensures timely spreading of interim and annual client financial statements * Accompanies CRM on prospect/client calls when appropriate Position Requirements * Bachelor's Degree in Accounting, Finance or related field * Minimum 1 year of credit analysis and underwriting experience * Completion of Bank's commercial credit training program * Work is generally performed indoors in environmentally controlled conditions * Typically the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Critical Skills / Expertise * Knowledge of accounting theory and its practical application for credit underwriting * Strong analytical skills including ability to assess clients' financial statements, cash flow, industry and competition and projections * Strong written and verbal communication skills * Strong presentation skills * Excellent organization skills with attention to detail * Ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction * Ability to work independently and within a team * Proficiency in various spreadsheet applications

EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Summary Description The Commercial Portfolio Manager assists the Commercial Relationship Managers with the initial underwriting of credit opportunities and relationships, and assists in the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the Commercial Relationship Managers to generate new business and maintain existing client relationships. Essential Functions Underwrites requests for credit extensions to new and existing clients Performs detailed financial analysis of credits as directed by the CRM Prepares loan requests for the CRM's presentation to appropriate approval authority, including loan modification requests, covenant waivers, annual reviews, etc. Monitors assigned portfolios for: Required financial reporting Covenant compliance Borrowing base availability Payment delinquencies Overdrafts Ensures initial set-up of credit facilities on the Loan Vantage system and any other internal system(s) necessary for proper booking of the credit facilities on the Bank's systems Ensures timely spreading of interim and annual client financial statements Accompanies CRM on prospect/client calls when appropriate Position Requirements Bachelor's Degree in Accounting, Finance or related field Minimum 1 year of credit analysis and underwriting experience Completion of Bank's commercial credit training program Work is generally performed indoors in environmentally controlled conditions Typically the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Critical Skills / Expertise Knowledge of accounting theory and its practical application for credit underwriting Strong analytical skills including ability to assess clients' financial statements, cash flow, industry and competition and projections Strong written and verbal communication skills Strong presentation skills Excellent organization skills with attention to detail Ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction Ability to work independently and within a team Proficiency in various spreadsheet applications

EQUAL OPPORTUNITY EMPLOYER, INCLUDING DISABILITY/VETS Summary Description The Commercial Portfolio Manager assists the Commercial Relationship Managers with the initial underwriting of credit opportunities and relationships, and assists in the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the Commercial Relationship Managers to generate new business and maintain existing client relationships. Essential Functions Underwrites requests for credit extensions to new and existing clients Performs detailed financial analysis of credits as directed by the CRM Prepares loan requests for the CRM's presentation to appropriate approval authority, including loan modification requests, covenant waivers, annual reviews, etc. Monitors assigned portfolios for: Required financial reporting Covenant compliance Borrowing base availability Payment delinquencies Overdrafts Ensures initial set-up of credit facilities on the Loan Vantage system and any other internal system(s) necessary for proper booking of the credit facilities on the Bank's systems Ensures timely spreading of interim and annual client financial statements Accompanies CRM on prospect/client calls when appropriate Position Requirements Bachelor's Degree in Accounting, Finance or related field Minimum 1 year of credit analysis and underwriting experience Completion of Bank's commercial credit training program Work is generally performed indoors in environmentally controlled conditions Typically the employee may sit to perform the work. However, there may be some standing, walking, bending and carrying of light items in the course of the work Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Critical Skills / Expertise Knowledge of accounting theory and its practical application for credit underwriting Strong analytical skills including ability to assess clients' financial statements, cash flow, industry and competition and projections Strong written and verbal communication skills Strong presentation skills Excellent organization skills with attention to detail Ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction Ability to work independently and within a team Proficiency in various spreadsheet applications

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: Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of client accounts. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Assists SIAs and PMs in the development of satisfied clients and new sources of asset management revenue through frequent contact. Prepare sales and investment review materials for use in client presentations. Assist SIAs and PMs with larger, more complex relationships. Be a knowledge expert on our IMG systems, policies, and procedures. Work closely with the SIA/PM and Portfolio Implementation Team to execute investment programs utilizing models and mutual funds to accomplish client objectives. Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. KNOWLEDGE AND SKILLS REQUIRED: Bachelor's Degree Required 0-2 years investment experience Working towards a MBA or Financial designation considered a plus Proficient in excel Associate Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 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. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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. ABOUT THE ROLE: Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships. Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone, video and e-mail interactions. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size. Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities, when applicable. Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship. Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management. Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust, IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives. Portfolio Management: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client. Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordination of portfolio changes. Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research. Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios. Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. 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. MINIMUM REQUIREMENTS: Bachelor's degree; a major in Finance, Accounting, Economics, or Business Administration preferred. Three or more years of professional experience; money management, investment research or financial services experience preferred. REQUIRED SKILLS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in: Communication: Strong interpersonal, written and verbal communication skills, and presentation skills. Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions. Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies. Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint, and CoPilot. SKILLS FOR SUCCESS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to: Client Experience: Delivers an exceptional client experience while achieving sales and retention goals. Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs. Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently. Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you. PCS Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 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. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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: Assists Senior Investment Advisors (SIAs) and Portfolio Managers (PMs) in handling money management activities and client service for a group of clients and/or acting within established investment policy guidelines, uses funds and models to execute investment programs designed to achieve the objectives of client accounts. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Assists SIAs and PMs in the development of satisfied clients and new sources of asset management revenue through frequent contact. + Prepare sales and investment review materials for use in client presentations. + Assist SIAs and PMs with larger, more complex relationships. + Be a knowledge expert on our IMG systems, policies, and procedures. + Work closely with the SIA/PM and Portfolio Implementation Team to execute investment programs utilizing models and mutual funds to accomplish client objectives. + Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. KNOWLEDGE AND SKILLS REQUIRED: + Bachelor's Degree Required + 0-2 years investment experience + Working towards a MBA or Financial designation considered a plus + Proficient in excel Associate Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 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. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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. ABOUT THE ROLE: Acts within established investment policy guidelines to recommend and execute investment programs designed to achieve the objectives of a significant volume of client accounts and/or relationships . Delivers an exceptional client experience while achieving sales and retention goals. As the Portfolio Manager, primary functions include investment management, client service and support of new business efforts. Client interactions are generally limited to phone , video and e-mail interactions. YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities. + Client Development: Develop satisfied clients and new sources of asset management revenue through frequent contact with relationships, generally of low to medium complexity and size. + Business Collaboration: Work with business partners and participate in One Bank activities, including One Bank meetings, pre-call planning, and post call follow-up to win new business opportunities , when applicable. + Investment Planning: Consult with clients and advisors to develop investment objectives and implement a suitable investment plan, maintaining an Investment Policy Statement (IPS) for each client relationship. + Proposal Presentation: Meet with prospects and clients, preparing and presenting proposals for investment management. + Account Administration Coordination: Work with Trust and/or Account Officers to learn the intentions of the trust , IRA, or agency agreement and identify the most appropriate investment policy to accomplish client objectives . + Portfolio Management: Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk and best interest of the client. + Team Engagement: Regularly engage with peers and business partners to ensure effective communication regarding client objectives and coordinat ion of portfolio changes. + Market Awareness: Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research. + Trend Analysis: Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios. + Policy Compliance: Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions. + 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. MINIMUM REQUIREMENTS: + Bachelor's degree ; a major in Finance, Accounting, Economics, or Business Administration preferred. + Three or more years of professional experience ; money management, investment research or financial services experience preferred. REQUIRED SKILLS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), in: + Communication: Strong interpersonal, written and verbal communication skills, and presentation skills. + Problem Solving & Analytical Thinking: Applies strong analytical skills to evaluate investment options, solve complex client challenges, and make data-informed decisions. + Strategy Knowledge: General knowledge of the firm's investment strategies, products, and portfolio construction methodologies. + Software Proficiency: Proficient in the use of Microsoft Office software including Word, Excel PowerPoint , and CoPilot . SKILLS FOR SUCCESS: Qualified candidates will possess a moderate degree of proficiency (typically from 3+ years of work or practical experience), across a suite of skills including, but not limited to: + Client Experience: Delivers an exceptional client experience while achieving sales and retention goals. + Team Collaboration: Works effectively with internal and external partners to achieve shared goals and support client needs. + Organization: Demonstrates exceptional organizational skills to manage multiple client accounts and priorities efficiently. + Adaptability: Adapts quickly to changing priorities, market conditions, and client needs with a flexible and proactive approach. DOING THE RIGHT THING: Our employees take pride in doing the right thing for customers and colleagues as well as being accountable for risk by openly exchanging ideas and opinions, elevating concerns, and following policies and procedures that protect all our valuable assets - including you. PCS Portfolio Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 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. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Accountable for managing a portfolio of accounts. * Review and recommend credit decisions. * Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. * Generate commitment letters. * Responsible for providing business partners credit lending policy interpretation. * Perform final risk rating analysis. * Capture and document credit decisions, conditions, and modifications. * Collaborates with the Credit Analyst to perform Portfolio management duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals. * Communicate directly with clients regarding credit events and actions as needed. * Works independently to pitch the most complex deal structures. * A focus on continuous learning to keep up with ever-changing market dynamics. * Subject-matter-expert, mentor to more junior PMs and Credit Analysts. * Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics. * Ideal candidate will have experience in Insurance and/or Non-Bank Finance companies SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). * At least 8 years credit analysis and/or loan review experience in Commercial Banking, that ideally includes Insurance. * Financial Institutions, primarily Insurance, experience preferred. * Highly proficient analytical skills, critical thinking and communication skills. * Professional presence (client-facing). * Experience managing an advanced commercial client portfolio with a great deal of complexity. * Ability to partner with all deal stakeholders including clients, relationship manager and credit teams. * Expertise in financial and risk analysis, including financial modeling. * Demonstrated expertise in using effective problem solving. * Proficient with technology and ability to learn new applications. * Normal office environment with little exposure to dust, noise, temperature and the like. * Extended viewing of a CRT screen. * Some travel required. Senior Portfolio Manager - Financial Institutions Group Total Base Pay Range 94,500.00 - 203,200.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Dallas, Texas 75240 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. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Accountable for managing a portfolio of accounts. + Review and recommend credit decisions. + Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. + Generate commitment letters. + Responsible for providing business partners credit lending policy interpretation. + Perform final risk rating analysis. + Capture and document credit decisions, conditions, and modifications. + Collaborates with the Credit Analyst to perform Portfolio management duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals. + Communicate directly with clients regarding credit events and actions as needed. + Works independently to pitch the most complex deal structures. + A focus on continuous learning to keep up with ever-changing market dynamics. + Subject-matter-expert, mentor to more junior PMs and Credit Analysts. + Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics. + Ideal candidate will have experience in Insurance and/or Non-Bank Finance companies SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). + At least 8 years credit analysis and/or loan review experience in Commercial Banking, that ideally includes Insurance. + Financial Institutions, primarily Insurance, experience preferred. + Highly proficient analytical skills, critical thinking and communication skills. + Professional presence (client-facing). + Experience managing an advanced commercial client portfolio with a great deal of complexity. + Ability to partner with all deal stakeholders including clients, relationship manager and credit teams. + Expertise in financial and risk analysis, including financial modeling. + Demonstrated expertise in using effective problem solving. + Proficient with technology and ability to learn new applications. + Normal office environment with little exposure to dust, noise, temperature and the like. + Extended viewing of a CRT screen. + Some travel required. Senior Portfolio Manager - Financial Institutions Group Total Base Pay Range 94,500.00 - 203,200.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Dallas, Texas 75240 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. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Accountable for managing a portfolio of accounts. + Review and recommend credit decisions. + Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. + Generate commitment letters. + Responsible for providing business partners credit lending policy interpretation. + Perform final risk rating analysis. + Capture and document credit decisions, conditions, and modifications. + Collaborates with the Credit Analyst to perform Portfolio management duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals. + Communicate directly with clients regarding credit events and actions as needed. + Works independently to pitch the most complex deal structures. + A focus on continuous learning to keep up with ever-changing market dynamics. + Subject-matter-expert, mentor to more junior PMs and Credit Analysts. + Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics. + Ideal candidate will have experience in Insurance and/or Non-Bank Finance companies SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: + Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). + At least 8 years credit analysis and/or loan review experience in Commercial Banking, that ideally includes Insurance. + Financial Institutions, primarily Insurance, experience preferred. + Highly proficient analytical skills, critical thinking and communication skills. + Professional presence (client-facing). + Experience managing an advanced commercial client portfolio with a great deal of complexity. + Ability to partner with all deal stakeholders including clients, relationship manager and credit teams. + Expertise in financial and risk analysis, including financial modeling. + Demonstrated expertise in using effective problem solving. + Proficient with technology and ability to learn new applications. + Normal office environment with little exposure to dust, noise, temperature and the like. + Extended viewing of a CRT screen. + Some travel required. Senior Portfolio Manager - Financial Institutions Group Total Base Pay Range 94,500.00 - 203,200.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Dallas, Texas 75240 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. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

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: The Portfolio Manager is key member of the "coverage team", managing transactions and business portfolio tasks. PMs are expected to be intimately involved in in the deal process, making recommendations on appropriate credit structures, pricing, etc. PMs are directly accountable for managing a portfolio of accounts through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analyst. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Accountable for managing a portfolio of accounts. * Review and recommend credit decisions. * Partners with the Relationship Manager, forming the "coverage team" to: Meet with clients and Participate in business Development calls, Assess prospective client's viability for credit, Define borrowers and guarantors, deal structure, credit terms and conditions, and financial covenants value collateral. * Generate commitment letters. * Responsible for providing business partners credit lending policy interpretation. * Perform final risk rating analysis. * Capture and document credit decisions, conditions, and modifications. * Collaborates with the Credit Analyst to perform Portfolio management duties such as: Establish and maintain Investor Group on lender Portal, perform Monitoring action and Conduct periodic deal Review and execute decisions to renew or modify deals. * Communicate directly with clients regarding credit events and actions as needed. * Works independently to pitch the most complex deal structures. * A focus on continuous learning to keep up with ever-changing market dynamics. * Subject-matter-expert, mentor to more junior PMs and Credit Analysts. * Leverages expertise to provide partners insights into the Bank's different lines of business and the related economics. * Ideal candidate will have experience in Insurance and/or Non-Bank Finance companies SUPERVISORY RESPONSIBILITIES: Responsible for providing employees timely, candid and constructive performance feedback. Developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: * Bachelor's degree in Business (e.g. Business Administration, Finance, or Accounting). * At least 8 years credit analysis and/or loan review experience in Commercial Banking, that ideally includes Insurance. * Financial Institutions, primarily Insurance, experience preferred. * Highly proficient analytical skills, critical thinking and communication skills. * Professional presence (client-facing). * Experience managing an advanced commercial client portfolio with a great deal of complexity. * Ability to partner with all deal stakeholders including clients, relationship manager and credit teams. * Expertise in financial and risk analysis, including financial modeling. * Demonstrated expertise in using effective problem solving. * Proficient with technology and ability to learn new applications. * Normal office environment with little exposure to dust, noise, temperature and the like. * Extended viewing of a CRT screen. * Some travel required. Senior Portfolio Manager - Financial Institutions Group Total Base Pay Range 94,500.00 - 203,200.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Dallas, Texas 75240 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. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

The Fair Banking Qualitative Risk Manager is responsible for managing and overseeing a team of analytics professionals who perform modeling and qualitative assessments to identify, measure, and mitigate Fair Lending risk across the lending lifecycle. This role ensures compliance with regulatory expectations and internal risk management standards by providing credible challenge, analytical oversight, and governance of statistical methodologies used to evaluate underwriting, pricing, redlining and other aspects of Fair Banking performance. The manager collaborates with Compliance, Risk, and business partners to ensure results are accurately interpreted, communicated, and incorporated into fair and responsible banking practices. Primary Responsibilities: Manage and mentor a team of Fair Lending analysts performing regression modeling, matched-pair analysis, redlining analytics, and comparative file reviews. Exercise usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations. Establish priorities, assign projects, and monitor progress to ensure timely, high-quality deliverables aligned with department goals. Foster a culture of analytical integrity, professional development and cross-team collaboration between analytics, and business partners. Oversee model development and maintenance processes to ensure adherence to regulatory and model-risk expectations. Review and approve analytical frameworks, variable selection methodologies, segmentation strategies, and model documentation, to ensure transparency and reproducibility. Provide credible challenge to assumptions, controls, and outcomes produced by analysts; ensure the findings are fully supported, statistically valid and risk contextualized. Coordinate with Model Risk Management and Internal Audit during validation, periodic reviews, and model inventory updates. Oversee development of written analyses, memo, dashboards, and reporting materials for Senior Management, Internal Audit, and regulators. Act as a liaison for all Quantitative Risk Management projects for Senior Management related to a diverse portfolio of bank wide divisional areas, external consultants, vendors, and peer banks on facets of quantitative risk management. Understand and adhere to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Design, implement, maintain and enhance internal controls to mitigate risk on an ongoing basis. Identify risk-related issues needing escalation to management. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Education and Experience Required: Bachelors' degree, OR in lieu of a degree, A combined minimum of 14 years' higher education and/or work experience, including a minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience) -OR- Master's degree in mathematics, Statistics, Quantitative Analysis or another technical discipline and a minimum of 8 years' related experience (inclusive of 4 years supervisory/management experience), OR in lieu of a degree, A combined minimum of 14 years' higher education and/or work experience, including a minimum of 8 years' related experience and/or (inclusive of 4 years supervisory/management experience). Minimum of 10 years' related experience (inclusive of 4 years supervisory/management experience) Banking or Financial Services experience. Experience with SAS, SAS Enterprise Miner and other Statistical Software Packages. Advanced Knowledge of SQL and Microsoft Office. Ability to utilize analytics in a collaborative manner across business functions and product lines to derive optimum solutions. Demonstrated ability to communicate complex concepts. Demonstrated ability to manipulate and analyze data across large databases. Education and Experience Preferred: Credit Analysis experience. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $148,300.00 - $247,100.00 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation. The range listed above corresponds to our national pay range for this role. The specific pay range applicable to you may vary based on your location.LocationClanton, Alabama, United States of America

WHAT IS THE OPPORTUNITY? The Senior Audit Manager will lead a team of auditors to assess the design and operating effectiveness of internal controls, adherence to regulatory requirements and Bank policies, and the effectiveness of operations of the BSA/AML function. The Senior Manager will be responsible for all aspects of the audit, including the planning, execution, and reporting phases. The Senior Manager will also be involved in internal and external issue validation as well as audit continuous monitoring activities; along with Data Analytics to support continuous monitoring, leveraging the use of information analytics, business intelligence, data mining, and other technologies and tools. WHAT WILL YOU DO? * Providing independent and objective evaluation of the adequacy and effectiveness of Anti-Money Laundering (AML) and Office of Foreign Assets Control (OFAC) practices for City National Bank (CNB) * Championing a thorough understanding of the AML and BSA requirements, including but not limited to the Bank Secrecy Act and OFAC regulations, guidance, and regulatory expectations * Support the Director of Audit AML BSA by helping to lead and execute CNB BSA/AML and OFAC audits, including through the audit planning, execution, reporting, and issue remediation phases. * Assists with the development of audit budget estimates for respective area of focus * Assists with the development of the annual risk assessment and audit plan * Leads and performs continuous monitoring activities periodically for the area assigned * Maintains ongoing relationships with management of auditable units * Keeps informed of new services, products and events that have a significant business and technology impact * Keeps abreast of changes in the business, regulatory, and control environments in which City National Bank operates, especially for audit areas assigned * Tracks and manages audit resources to meet the audit budget and audit plan mandates * Supports a high-performance environment and implements a people strategy that attracts, retains, develops and motivates the team for continuous learning and improvement by fostering an inclusive work environment, communicating vison/ strategy, coaching, and supporting development goals. * Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 7+ years of audit experience in an internal audit role within the banking or financial services industry, or with an public accounting firm. * Minimum 3 years' experience managing direct reports and demonstrated ability to develop people *Additional Qualifications* * CPA or CIA preferred. Other certifications (e.g., CRMA, CFA, CFE, CAMS, Chartered Accountant) are favorable * A thorough understanding of regulatory and compliance policies and procedures. * Possess expert understanding of internal audit methodology and principles. * Ability to be resourceful, a self -starter, possessing a high degree of flexibility, creative thinking and confidence to carry out innovative solutions. * Well-developed judgment, management, decision-making and problem-solving skills are required in order to effectively deal with a rapidly changing, complex business environment. * Good time management skills in order to manage multi-functional accountabilities through prioritization, delegation, motivation, conflict resolution and the promotion of ideas. * Excellent written communication s skills are essential. In addition, should be skilled at verbal presentation, of a caliber suitable for direct exposure to executive management. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-KTB \#CA-KTB

WHAT IS THE OPPORTUNITY? Responsible for managing complex audits and supervising auditors assigned to the audit in one of the following areas:The bank's financial and operational audits to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and security sales and trading activities. IT audits including network, databases, operating systems, information security applications, security administration and business continuity planning. Compliance audits assessing the bank's compliance program to ensure processes are adequately designed and functioning effectively to meet regulatory requirements. Data Analytics supporting the continuous improvement of audit methodologies, audit approach and related practices with particular emphasis towards collaboration with key partners, leveraging the use of information analytics, business intelligence, data mining and other enabling approaches, technologies and tools. What you will do * Assists with the development of audit budget estimates for respective area of focus. * Assists with the development of the annual risk assessment and audit plan * Leads and performs continuous monitoring activities periodically for the area assigned * Maintains ongoing relationships with management of auditable units * Tracks and manages audit resources to meet the audit budget and audit plan mandates. * Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Completes all required training. * Acts as a role model/mentor to lower level Auditors * Enhances and maintains morale of the audit staff * Performs on-the-job training of lower level auditors * Evaluates and provides performance feedback to lower level auditors * Reviews work of others and provides technical training as necessary to enhance lower level auditors' performance * Participates in interviews and evaluations of new applicants. * Keeps informed of new services, products and events that have a significant business and technology affect. * Keeps abreast of changes in the business, regulatory, and accounting and control environments in which City National Bank operates, especially for audit areas assigned. *Must-Have** * Bachelor's Degree or equivalent * Minimum of 7 years of audit experience * CPA - Certified Public Accountant CPA, CIA, CISA, or CFA *Skills and Knowledge* * Must possess strong managerial, organizational, and verbal and written communication skills. * 6 + years of required experience in the Treasury space with Liquidity and/or IRRBB risk management coverage within a financial institution * Experience in a bank regulatory environment, handling regulatory issues (MRIAs/MRAs) and/or regulatory expectations * Experienced in managing and mentoring staff * Excellent writing and communication skills * Strong project management skills *Compensation* Starting base salary: $99,000 - $176,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-KTB \#CA-KTB

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. not available for immigration sponsorship. GENERAL FUNCTION: Responsible for establishing and maintaining Bancorp accounting policies and procedures, monitoring emerging accounting issues and standards, interpreting and overseeing the implementation of newly issued accounting standards, formally communicating significant policy or procedural changes across the Bancorp, consulting with Affiliate, centralized and LOB finance teams on technical accounting topics, as well as representing Accounting Risk/External Reporting on various Bancorp accounting/finance initiatives and special projects. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: Responsible for the development and maintenance of Bancorp accounting policies and procedures: Ensure that Bancorp accounting policies and procedures are developed, maintained and updated in accordance with GAAP. Ensure that policies and procedures are properly documented and maintained in a clear and concise manner. Ensure that policy/procedural changes are clearly communicated to appropriate areas of the Bancorp on a proactive and timely basis. Responsible for monitoring emerging accounting issues and standards: Proactive monitoring of all emerging issues and assessing the implications to the Bancorp. Discuss implications to the Bancorp with the Director of Accounting Risk and Policy, Accounting Risk and Policy Manager and Assistant Controller. Develop comment letters as appropriate. Responsible for interpreting newly issued standards and fully assessing their impact to the Bancorp: Coordinate implementation team ensuring that all relevant Bancorp departments are represented. Develop adoption implementation strategy and oversee its execution. Quantify current and expected financial statement impacts for communication to the Bancorp finance organization as well as the Audit Committee. Consult with Affiliate, centralized and LOB finance teams on technical accounting topics: Proactively engage finance teams to gain a full understanding of new/emerging business transactions. Develop and communicate technical accounting requirements and related financial statement impacts. Assist with transaction structures and drafting of contractual agreements in order to maximize the favorable economic impact to the Bancorp as well as ensure the alignment of transactional economics and GAAP requirements. Serve as the Bancorp's technical accounting subject-matter expert on various finance/accounting initiatives and special projects, including process improvements, merger and acquisition activity, etc. as well as serve differing roles on Bancorp committees. MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: Education: Bachelor's Degree in Accounting, Finance or Economics required. Certification: CPA, CRCM, or equivalent Required Experience: Years - Minimum of 5-7 years of accounting related experience; research experience preferred. Industry - Banking or accounting related experience required. Managerial - Supervisory experience preferred. Computer/Technical: Proficient in advanced spreadsheet applications such as Excel, Microsoft Word, etc. Other Skills: Excellent analytical, leadership, team building, communication and interpersonal skills. Experience with accounting topics and auditing standards, SEC reporting, and project management. #LI-BP1 Accounting Risk and Policy Manager At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- Cincinnati, Ohio 45202 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. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

WHAT IS THE OPPORTUNITY? This position is responsible for performing as a strategic financial business partner with one or more Lines of Business (LOBs) and defining, building, and leading the financial strategic direction of their respective LOBs consistent with the Bank's objectives. WHAT WILL YOU DO? * Prepare the annual budget for the LOBs, ensuring goals are in line with Bank objectives. Maintain budget models and ensure assumptions are reasonable, accurate, and have integrity. Prepare budget presentations and present results to executive management. * Prepare quarterly forecasts and participate in the quarterly review process with executive management. Review quantitative and qualitative details to ensure they are accurate and rational; ensure LOB forecasts and objectives are within acceptable guidelines to compliment the Bank's performance expectations. * Prepare and review monthly management reporting, including financials and any other analytics appropriate for the LOBs. Ensure financials are accurate and distributed in a timely manner. Provide analytics and commentary to the LOB executives, highlighting material trends, variances, and other pertinent findings. * Prepare business cases for talent acquisitions, office openings/closures, product introductions/eliminations, and other ad hoc purposes, and make recommendations based on the impact to the LOB's and Bank's profitability. * Meet with assigned division executive(s) regularly to keep current with challenges, opportunities, and potential changes. Continually look for ways to increase revenue and reduce expenses by reviewing division analytics regularly. * Conducts special financial projects and participates in various task forces and committees as required by senior management. * Develop and implement ideas and strategies to improve processes and communication. * Supervise workflow and provide expertise and direction to support staff as needed. * Complies fully with all Bank policies and procedures, as well as all regulatory requirements. * Completes all required training. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 2 years of experience working for a financial institution * Minimum 3 years of experience in a financial management role *Additional Qualifications* * A CFA, CPA, or MBA is highly desirable. * Excellent managerial, organizational, analytical, and project management skills required. * Excellent interpersonal, verbal, and written communication skills. * Ability to build positive relationships both within the Finance Division and throughout the Bank; work cooperatively with members of the Executive Committee and the Strategy and Planning Committee. * Must be capable of establishing professional expertise through integrity, dedication, and strategic counsel. * Must be capable of inspiring confidence and respect in staff and motivate colleagues to achieve Finance Division and company goals. * Must be able to manage and influence a large number of indirect reports without having authority. * Excellent Microsoft Office skills (e.g., Outlook, Excel, Word, PowerPoint, Access, OneNote) required. * Requires strong knowledge of financial analysis techniques and generally accepted accounting principles and procedures, as well as experience in the use of financial/accounting related reporting systems (e.g. CONTROL, Hyperion, Cognos, etc.) and the preparation and presentation of managerial reporting. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $77,000 - $143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.