Risk Manager jobs at City National Bank - 73 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

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

This is a remote role that may be hired in several markets across the United States. As Director, Business Risk and Controls, Enterprise Data & Analytics, you will be a member of the Enterprise Technology and Operations, Business Risk & Controls organization. This role is a first line of defense risk role that supports the bank's Enterprise Data & Analytics business unit. This position is responsible for support and execution of various risk programs and Business Unit (BU) risk activities in adherence with the Company's Risk Appetite and Corporate Strategy. The director manages associates and/or teams that engage with business risks and controls across all risk types. Additionally, this position, facilitates and/or monitors execution of risk policies, procedures and/or program requirements. Provides guidance to effectively manage risks. The role manages the communication of risk related information and serves as an effective communication channel between the Risk Management Department, regulators, and FCB business units. The director participates in strategy discussions and provides input to promote risk awareness and ownership across the organization. This position builds and develops collaborative partnerships with senior management across lines of business, internal departments, Risk Management program leaders, peer managers within first line of defense risk, and other stakeholders to enhance the BU's risk management capabilities. Lastly, the director manages the recruitment, training, and development process for staff. Responsibilities * Risk Strategic Activities - Works with Business Risk & Controls leader and senior management to create risk management strategies ensuring key risks are appropriately managed and are aligned. Provides BU risk considerations for business and/or strategic plans. Effectively challenges risk programs outputs, ensuring bank and regulatory alignment. Manages and recommends enhancements to internal controls, ensuring control testing is in place and results are in line with the Control Standards. * Risk Governance and Reporting - Oversees the development of BU risk reports that provide comprehensive view of risks that impact the BU and monitors BU risk and control performance. Identifies and summarizes Top and Emerging trends and actions needed to address impacts. Ensures established BU Risk Limits are appropriately incorporated into core processes and are aligned with the Bank's risk appetite. Advises BU senior leadership in relevant risk governance meetings, utilizing an understanding of the BU operations, risks, controls and related laws and regulatory guidance. Ensures timely communication around current and emerging issues and regulatory requirements. * Risk Program Implementation - Provides feedback and collaborates on relevant governance documents to support BU activities and manage risk. Supports the implementation of risk program policies, standards and procedures. Coordinates risk assessments to evaluate and manage key risks. Partners with BU and stakeholders to develop action plans and mitigation strategies to address root causes and prevent issue recurrence. Coordinates with other functions (i.e. Compliance, 2LOD) to ensure alignment with broader risk management and governance objectives. Participates in regulatory inquiries, examinations, and audits in collaboration with internal stakeholders along with regulatory submissions, response and reporting requirements, ensuring accuracy, completeness, and timely submission. Monitor regulatory developments and findings and assesses their potential impact on the organization's risk profile and regulatory compliance. * Managerial Functions - Makes appropriate changes to team processes, procedures and efficiencies to meet objectives. Manages the performance training and evaluation of staff. Maximizes department achievements by providing professional development. Participates in mandatory risk training and educates BU personnel on key risk programs and topics. Develops and manages short- and long-term staffing needs. Qualifications Bachelor's Degree and 10 years of experience in Financial Services, First Line Risk Management, Enterprise Risk or Operational Risk. OR High School Diploma or GED and 14 years of experience in Financial Services, First Line Risk Management, Enterprise Risk or Operational Risk. Area of Study: Finance or Risk Management Certifications: CRCM, PMP, CERP, CAMS, ISACA CISA, ISACA or CRISC preferred Preferred Qualifications: * Experience in developing and implementing Data Governance controls. * Familiar with relevant regulations and compliance requirements related to Enterprise Data. * Knowledge of operational and enterprise risk management, including identification, assessment, and escalation of risk issues. * Ability to track and coordinate large complex processes. * Knowledge of regulatory guidance pertaining to enterprise and operational risk as well as risk control frameworks. * Prior people and process management experience * Large Financial Institution experience * Privacy experience. This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. If hired in North Carolina, the base pay for this position is generally between $146,160 and $240,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. #LI-JM1 Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Overview This is a remote role that may be hired in several markets across the United States. This position is within First Citizens Bank's Model Risk Management (MRM) team and plays a critical role in ensuring the integrity, reliability, and regulatory compliance of the bank's credit risk models. The primary focus is on the independent validation of models used for CCAR (Comprehensive Capital Analysis and Review) stress testing and CECL (Current Expected Credit Loss) frameworks, both of which are essential components of the bank's risk management and capital planning processes. The models supported by this role span a broad range of lending portfolios, including Residential Mortgages, Credit Cards, Auto Loans, Home Equity Lines of Credit (HELOC), Commercial & Industrial (C&I) Loans, Commercial Real Estate (CRE), Equipment Finance, and Innovation Economy segments. The analyst will collaborate with validation manager and director to conduct independent model validations for one or more specific areas based on their background and expertise. This role provides an excellent opportunity for the analyst to rotate within the team, gaining a comprehensive and holistic understanding of CCAR stress testing and CECL frameworks. Responsibilities * Comprehensive Model Validation: Conduct thorough and comprehensive validations of various model components, ensuring that they are accurate, reliable, and aligned with the intended business objectives and regulatory requirements. This includes but is not limited to: * Model Inputs Analysis: Apply data analysis techniques to assess the quality, integrity, and appropriateness of data used in the models. Examine data extraction, cleaning, transformation processes, and evaluate data-related assumptions and limitations. * Model Framework Evaluation: Scrutinize the model design and construction, verifying the suitability of the modeling framework and theory for the intended use. Review model segmentation, variable selection, model testing procedures, and evaluation model assumptions, limitations, and risks. * Model Code Review: Review model code to ensure correctness, accuracy, and absence of material errors. Collaborate with model owners to address any identified issues. * Outcomes Analysis: Assess both in-sample and out-of-sample back test results; evaluate sensitivity and scenario testing, stress testing, and quantitative and business performance metrics. * Benchmark Model Development: Develop models using alternative approaches to assess the performance of the champion model against benchmark models. * Risk Identification and Mitigation: Provide effective challenges and identify potential model risks. Recommend appropriate mitigation measures and enhancements to improve model quality and compliance with regulatory standards. * Documentation and Reporting: Produce high-quality, comprehensive validation reports that clearly communicate findings, recommendations, and potential risks to both technical and non-technical stakeholders. Ensure that validation documentation adheres to internal standards. * Audit and Regulatory Review Support: Assist model validation manager in gathering and providing materials requested by internal audit and regulators, drafting responses to questions, and defending validations in exams. * Continuous Learning and Improvement: Stay up-to-date with emerging trends and best practices in model validation and regulatory requirements. Contribute to the enhancement of the model validation framework by suggesting process improvements and implementing industry-leading methodologies. * Qualifications Bachelor's Degree and 6 years of experience in OR High School Diploma or GED and 10 years of experience in model risk or data science. Preferred Qualifications: * Advanced degree (Master's or Ph.D.) in a quantitative field (e.g., Statistics, Data Science, Economics, Applied Mathematics, Engineering, or a related discipline). * This position is open to candidates at both junior and senior levels, depending on experience. Applicants with 2+ years of relevant experience may be considered for the Risk Analyst III role, while those with 5+ years of experience may qualify for the Senior Risk Analyst position. * Proficiency in modeling techniques (e.g., linear regression, logistic regression, survival analysis, time series model, machine learning) and programming languages (e.g., SAS, Python, R, SQL) * Strong understanding of regulatory requirements, particularly those related to stress testing and capital planning. * Excellent problem-solving skills, attention to detail * Excellent written and verbal communication skills. This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. The base pay for this position is generally between $125,000.00 and $185,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

This is a remote role that may be hired in several markets across the United States. This Second Line of Defense role is responsible for assessment and oversight of risks taken by the Bank at an advanced level of ability. Oversees First Line of Defense activities through objective risk assessment, effective challenge, monitoring, and reporting of the Bank's Risk Profile, including top and emerging risks. Provides leadership, consultation, and support for risk management techniques, practices, and procedures that protect the Bank from loss or exposure. Facilitates the development of analyses and reports to support the appropriate identification, assessment, monitoring, and reporting of new or existing risks. Assists in the review and enhancement of internal controls. Maintains a strong knowledge of new or emerging risk management techniques and trends through professional networking and industry involvement. Develops collaborative partnerships with internal departments, external auditors, regulatory agencies, and other stakeholders to support the company's Risk Management Framework. May provide guidance to less experienced associates in the department. Responsibilities * You will be a part of FCB's Model Governance team within the Model Risk Management (MRM) department and will be responsible for leading a variety of activities around the life cycle of Non-Model Quantitative Tools lifecycle. The specific responsibilities will include: * Design and develop improvements to MRM's processes to improve overall efficiency of Non-Model Quantitative Tool lifecycle activities. * Support cross functional initiatives. * Collaborate with colleagues, industry peers, and functional teams to continually improve operational and project management capabilities. * Manage execution of a broad range of tool lifecycle stages, including: * Identification and risk tiering of Non-Model Quantitative Tools across the Bank, * Vendor or new products due diligence and onboarding * Communications between MRM Leadership Team and relevant stakeholders to define applicable monitoring, efficiency metrics, and escalatory processes. * Inventory Attestation, Changes, and * Quality Assurance Reviews * Supporting regulatory and audit requests including write ups when necessary * Control design and control testing * Drive MRM tool review working group meetings. Create clear and concise status summaries with action items. * Support maintenance of MRM Policy, Standards, Procedures, Templates, and system workflows. * Manage and implement changes to model risk management controls including design and execution. * Create and maintain internal and Executive Level dashboards and metrics for reporting across project deliverables. * Interface with stakeholders outside of MRM including Regulatory Relations, Internal Audit and Project Management Office. * Develop training materials and conduct stakeholder training and support. * Facilitates communication and builds effective working relationships with key business stakeholders and risk owners * Provide reporting and drive organizational tool identification projects. Qualifications Bachelor's Degree and 4 years of experience in Risk management, or financial analysis, or statistical modeling OR High School Diploma or GED and 8 years of experience in Risk management, or financial analysis, or statistical modeling PREFERRED * Master's degree or Advanced Degree in Financial Services, Enterprise Risk Management, Operational Risk Management, Compliance, Audit, Finance, or Accounting * Exceptional communication skills, both written and verbal. * Experience working at a Large Financial Institution * Expertise in broad range of tool lifecycle stages * Advanced control design and control testing experience This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. The base pay for this position is generally between $110,000.00 and $160,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Overview This is a remote role that may be hired in several markets across the United States. This position is within First Citizens Bank's Model Risk Management (MRM) team and plays a critical role in ensuring the integrity, reliability, and regulatory compliance of the bank's credit risk models. The primary focus is on the independent validation of models used for CCAR (Comprehensive Capital Analysis and Review) stress testing and CECL (Current Expected Credit Loss) frameworks, both of which are essential components of the bank's risk management and capital planning processes. The models supported by this role span a broad range of lending portfolios, including Residential Mortgages, Credit Cards, Auto Loans, Home Equity Lines of Credit (HELOC), Commercial & Industrial (C&I) Loans, Commercial Real Estate (CRE), Equipment Finance, and Innovation Economy segments. The analyst will collaborate with validation manager and director to conduct independent model validations for one or more specific areas based on their background and expertise. This role provides an excellent opportunity for the analyst to rotate within the team, gaining a comprehensive and holistic understanding of CCAR stress testing and CECL frameworks. Responsibilities * Comprehensive Model Validation: Conduct thorough and comprehensive validations of various model components, ensuring that they are accurate, reliable, and aligned with the intended business objectives and regulatory requirements. This includes but is not limited to: * Model Inputs Analysis: Apply data analysis techniques to assess the quality, integrity, and appropriateness of data used in the models. Examine data extraction, cleaning, transformation processes, and evaluate data-related assumptions and limitations. * Model Framework Evaluation: Scrutinize the model design and construction, verifying the suitability of the modeling framework and theory for the intended use. Review model segmentation, variable selection, model testing procedures, and evaluation model assumptions, limitations, and risks. * Model Code Review: Review model code to ensure correctness, accuracy, and absence of material errors. Collaborate with model owners to address any identified issues. * Outcomes Analysis: Assess both in-sample and out-of-sample back test results; evaluate sensitivity and scenario testing, stress testing, and quantitative and business performance metrics. * Benchmark Model Development: Develop models using alternative approaches to assess the performance of the champion model against benchmark models. * Risk Identification and Mitigation: Provide effective challenges and identify potential model risks. Recommend appropriate mitigation measures and enhancements to improve model quality and compliance with regulatory standards. * Documentation and Reporting: Produce high-quality, comprehensive validation reports that clearly communicate findings, recommendations, and potential risks to both technical and non-technical stakeholders. Ensure that validation documentation adheres to internal standards. * Audit and Regulatory Review Support: Assist model validation manager in gathering and providing materials requested by internal audit and regulators, drafting responses to questions, and defending validations in exams. * Continuous Learning and Improvement: Stay up-to-date with emerging trends and best practices in model validation and regulatory requirements. Contribute to the enhancement of the model validation framework by suggesting process improvements and implementing industry-leading methodologies. * Qualifications Bachelor's Degree and 2 years of experience in Risk Analytics or Analytics OR High School Diploma or GED and 6 years of experience in Risk Analytics or Analytics Preferred Qualifications: * Advanced degree (Master's or Ph.D.) in a quantitative field (e.g., Statistics, Data Science, Economics, Applied Mathematics, Engineering, or a related discipline). * This position is open to candidates at both junior and senior levels, depending on experience. Applicants with 2+ years of relevant experience may be considered for the Risk Analyst III role, while those with 5+ years of experience may qualify for the Senior Risk Analyst position. * Proficiency in modeling techniques (e.g., linear regression, logistic regression, survival analysis, time series model, machine learning) and programming languages (e.g., SAS, Python, R, SQL) * Strong understanding of regulatory requirements, particularly those related to stress testing and capital planning. * Excellent problem-solving skills, attention to detail * Excellent written and verbal communication skills. This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants. The base pay for this position is generally between $90,000.00 and $140,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************

Perform advanced data and statistical analysis in support of the creation and maintenance of statistical models, including Regression and Multivariate models. Support unit (dept.) in data analysis and model construction. Provide oversight and expertise in the model creation, testing and validation. Develop and integrate model strategy to support business initiatives and regulatory compliance. Primary Responsibilities: Lead Quantitative Analysts in establishing, monitoring, evaluating and interpreting data with a risk management focus with an understanding of business strategy. Mentor and supervise the work of junior team members and assist in the development of their statistical modeling acumen in areas such as segmentation analysis, logistic regression, decision trees and multivariate analysis. Demonstrated working knowledge of Credit Risk databases to provide data and analytical support to Senior Management. Perform data manipulation and analysis using SQL, SAS and Microsoft Excel and present results and recommendations to Credit Risk Management. Track portfolio performance and risk strategy results. Incorporate observations and data in to existing models to improve predictive results. Provide guidance and direction to lower level analysts regarding all aspects of data analysis and the construction of predictive statistical models. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. 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: Bachelor degree in Mathematics, Statistics, Quantitative Analysis or another technical discipline, OR in lieu of degree, A combined minimum of 9 years higher education and/or work experience to include a minimum of 5 years relevant experience. -OR- Master's degree in Mathematics, Statistics, Quantitative Analysis or another technical discipline, with minimum of 3 years relevant experience, OR in lieu of degree, A combined minimum of 9 years higher education and/or work experience to include a minimum of 3 years relevant experience Minimum of 5 years relevant 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 $103,000.00 - $171,600.00 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

Responsible for conducting day-to-day model validation activities. Will interact with model specific lines of business and support areas. Primary Responsibilities: Conduct the independent review and validation of select models used in the organization, focused on assessing risk and validating specific categories of models across the Bank, and ensure compliance with SR 11-07. 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. Scope of Responsibilities: Responsible for day-to-day model validation activities. Plan, organize, and produce results. Interact with internal and external stakeholders/vendors to manage Model Risk and maximize shareholder return. Supervisory/Managerial Responsibilities: Individual Contributor Education and Experience Required: Bachelor's Degree in Mathematics, Statistics, Business Engineering, Econometrics, or Science-based discipline, Plus 3 years experience in model development or validation, with a combined minimum of 5 years' higher education and relevant work experience. Technical knowledge of advanced software packages used in analytics. Education and Experience Preferred: Master's degree in Business Administration (MBA) or Advanced degree. Physical Requirements: Not applicable M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $85,800.00 - $143,000.00 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

We offer: - The chance to work in the Finance department of one of the world's top tier Financial Institutions and gain first-hand insight into our business - Work with and obtain in-depth knowledge of a wide range of financial products from plain vanilla products to the most exotic structured derivatives - Engagement with Morgan Stanley offices globally in an open minded and welcoming environment, including New York, London, Hong Kong and Tokyo - Professional development opportunities including access to Morgan Stanley's world-class internal trainings, financial and study-leave support for selected professional qualifications - Flexible working arrangements - core hours and opportunity to work from home - A competitive salary and benefits package, including eligibility for annual bonus, a fully funded sports package, healthcare plan, firm contribution to voluntary pension fund, and 16 weeks paternity leave You will: - Undertake Independent Price Verification (IPV) of a global portfolio of assets using external data sources and financial models - Debate IPV results and marking methodologies with front-office traders - Review valuation and risk models while working closely with model developers - Analyze pricing factors in complex financial products and comprehend market movements' impact on the portfolio and firm - Identify and eliminate control gaps within the pricing framework - Drive development on regulatory deliverables and automation projects using Agile You have: - Completed degree in Finance, Economics, Mathematics, Engineering, or Business related discipline - Deep knowledge of main financial products, their market context, and associated risks - Clear, structured communication and interpersonal skills - Willingness to adapt to new challenges in a dynamic environment with shifting priorities - Strong analytical, quantitative skills and proficient user of Excel - Knowledge of relevant pricing models and risk management techniques is an advantage - Ability to understand code in VBA/Python or another programming language commonly used in the financial industry is an advantage Team Profile: Morgan Stanley Valuation Control provide an independent valuation assessment across the entire spectrum of financial instruments, ranging from vanilla products to the most complex structured and derivative transactions. This process involves the certification of models and their valuation methodologies, testing for adherence to such methodologies, evaluating internal valuation marks against external benchmarks, identification and resolution of valuation discrepancies, and communicating a valuation assessment to senior trading and Finance management. The team is also involved in the continuous enhancements of the valuation control infrastructure with a view towards global and cross-product standardization. About us: Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. At Morgan Stanley, we are shaping the future of our global business and contributing to our local community. Our team works across numerous areas, including Technology, Mathematical Modeling, Finance, Risk Management, Operations and Data & Analytics from our new state-of-the-art offices near the Danube and our City Gate office in the heart of the city center. Interested in flexible working opportunities? Morgan Stanley empowers employees to have greater freedom of choice through flexible working arrangements. Speak to our recruitment team to find out more. Morgan Stanley is an equal opportunities employer. We work to provide a supportive and inclusive environment where all individuals can maximize their full potential. Our skilled and creative workforce is comprised of individuals drawn from a broad cross section of the global communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talents. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $80,000and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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? 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.