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ABOUT THE ROLE: The Senior Manager, Closely Held Assets, leads complex engagements involving operating companies, holding companies, family enterprises, and private investments held within fiduciary structures, including trusts, estates, and foundations.
This role ensures adherence to regulatory, risk, and fiduciary standards while overseeing a portfolio of moderate- to high-complexity, nonmarketable assets.
The portfolio includes minority and controlling interests in limited partnerships (LPs), limited liability companies (LLCs), closely held corporations, and other private investments.
The Senior Manager is responsible for the evaluation, monitoring, and strategic management of these assets, applying sound fiduciary judgment and established governance practices.




The assigned portfolio will primarily consist of higher profile, higher value assets across a national footprint.
Please see below for specific responsibilities and requirements for this role.
YOUR RESPONSIBILITIES: The responsibilities for this role are below; you may support projects of varying complexity based on skill and organizational priorities.
Portfolio Leadership perform investment reviews, develop recommendations, and determine valuations for fiduciary and fee-related purposes.
Financial Analysis: Analyze financial statements, industry dynamics, and corporate structures to assess risk and determine the value of closely held business interests.
Corporate Actions escalate complex matters through established governance channels.
Subject Matter Expertise

📌 Senior Manager, Closely Held Forster
🏢 Fifth Third Bank
📍 Forster