Position Details

Type Not Specified

Experience mid

Exp. Years 0-2 years

Education Bachelor's Degree required. A major in Finance, Accounting, Economics, or Business Administration preferred.

Category Finance & Accounting

About this role

Institutional Associate Portfolio Manager supports institutional portfolio management and reporting for institutional clients, leveraging Bloomberg and Morningstar data services and the Fifth Third investment platform.

Key Responsibilities

Deliver client reporting; assist ISPMs in client development and revenue; develop materials for client presentations; provide research/analysis with data services; execute investment programs using models and mutual funds

Technical Overview

Investment management workflow with Wealthstation & FirstRate; strong data analysis and reporting in Excel/PowerPoint; Bloomberg/Morningstar data services; client-facing materials

Ideal Candidate

The ideal candidate is a mid-level Institutional Associate Portfolio Manager with 0-2 years of investment experience (MBA or CFA desired), capable of supporting ISPMs and delivering client reporting using Bloomberg, Morningstar, and the Institutional Investment Management Platform.

Must-Have Skills

Bachelor's Degree in FinanceAccountingEconomicsor Business AdministrationStrong analytical and quantitative skillsProficient in Microsoft Office (WordExcelPowerPoint)Experience with Bloomberg or Morningstar (data services)

Nice-to-Have Skills

MBA (preferred)Chartered Financial Analyst (CFA) (preferred)

Tools & Platforms

BloombergMorningstarWealthstationFirstRateMicrosoft ExcelMicrosoft PowerPointTableau

Required Skills

Bachelor's Degree in FinanceAccountingEconomicsor Business Admin; Bloomberg; Morningstar; Wealthstation; FirstRate; Excel; PowerPoint; Tableau; data analysis; reporting

Hard Skills

BloombergMorningstarWealthstationFirstRateMicrosoft ExcelMicrosoft WordMicrosoft PowerPointTableaudata analysisfinancial reporting

Soft Skills

Analytical thinkingCommunicationProblem solvingTeam collaborationInterpersonal skills

Certifications

Preferred

Chartered Financial Analyst (CFA)Master of Business Administration (MBA)

Industry & Role

Industry Banking

Job Function Support institutional portfolio management and reporting for institutional clients

Role Subtype Portfolio Manager

Tech Domains Bloomberg, Morningstar, Wealthstation, FirstRate, Microsoft Excel, Microsoft PowerPoint, Tableau

Keywords for Your Resume

Institutional Associate Portfolio ManagerFifth Third BancorpCincinnatiInvestment ManagementWealth managementInstitutional ServicesPortfolio managementBloombergMorningstarWealthstationFirstRateExcelPowerPointTableauMBACFAData analysisReportingCompliancePolicy statementsPortfolio ManagerInstitutional ClientsMicrosoft ExcelMicrosoft PowerPoint

Deal Breakers

No Bachelor's degree in a relevant field, Lack of experience with key data services (Bloomberg, Morningstar)

Apply for this Position →

Get matched to jobs like this

Luna finds roles that fit your skills and career goals — no endless scrolling required.

Create a Free Profile