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About the Role

The Manager, Closely Held Assets supports the management and oversight of closely held and other nonmarketable assets held within fiduciary structures, including trusts, estates, and foundations. This role focuses on executing day-to-day portfolio management activities while ensuring adherence to fiduciary, regulatory, and risk standards. The Manager is responsible for evaluating, monitoring, and administering a portfolio of low- to moderate-complexity closely held assets, including minority interests in limited partnerships (LPs), limited liability companies (LLCs), and privately held corporations. This role partners with senior team members and internal stakeholders to support asset management decisions, valuations, and transactions.

Responsibilities

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

Requirements

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

Skills

Ability to interpret financial statements and assist in determining the value of privately held business interests.
Experience supporting management of investment portfolios or financial assets.
Ability to communicate effectively with internal partners and external stakeholders.
Strong organizational skills with the ability to manage multiple priorities and deadlines.
Ability to assess moderately complex financial and operational data.
Ability to identify and escalate issues with sound judgment.
Ability to work effectively across teams and functions.
Strong written and verbal communication skills.
Commitment to delivering high-quality service and maintaining strong relationships.

Location

Rosemont, Illinois 60018

Work Type

Full-time

Experience Level

5 years of relevant work experience

Education Level

Bachelor's degree in Finance, Accounting, or a related field, or equivalent work experience.

Salary/Compensations

71,100.00 - 145,900.00 USD Annual

Benefits

Comprehensive benefits and differentiated compensation offerings
Eligible to participate in an incentive compensation plan
Extensive benefits programs designed to support the individual needs of employees and their families, encompassing physical, financial, emotional and social well-being.

About the Company

Make banking a Fifth Third better®
We connect great people to great opportunities.
Discover a career in banking at Fifth Third Bank.
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.
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.
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.

Equal Opportunity

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.