Project briefs · Finance & Accounting
Fifth Third Bank · Summer 2027 full-time co-op (May to August 2027)
Wealth & Asset Management Summer Co-op: a project built for this posting
A full-time summer co-op with Fifth Third's wealth and asset management group in Cincinnati, open to rising sophomores and juniors. Co-ops support advisors and investment teams on client and portfolio work.
- Company
- Fifth Third Bank
- Posting title
- Wealth and Asset Management Co-Op - FULL TIME May 2027-August 2027
- Location
- Cincinnati, OH
- Season
- Summer 2027 full-time co-op (May to August 2027)
- Majors named
- Finance, Business, Economics
Checked open on the employer's careers site on 2026-10-28. Read the full posting ↗
What this role is really testing
The project
Wealth Management Client Portfolio Snapshot Deck
A polished 6-slide PowerPoint deck that simulates a quarterly portfolio review a wealth management associate might prepare for a high-net-worth client, including an asset allocation summary, performance commentary, and a risk profile section built from a structured Excel workbook. This directly mirrors the communication, analytical, and Microsoft Office skills Fifth Third lists as requirements, and shows a recruiter the candidate can produce a professional client-ready deliverable independently.
- Build an Excel workbook with two tabs: one 'Holdings' table listing 8-10 fictional assets (stocks, bonds, cash, alternatives) with columns for asset class, current value, target allocation %, and actual allocation %, and one 'Summary' tab that uses formulas (SUM, simple variance calculations) to auto-calculate total portfolio value, how far each asset class drifts from its target, and a color-coded conditional formatting column flagging over- or under-weight positions.
- Use the Excel summary numbers to draft a 6-slide PowerPoint deck structured exactly like a real quarterly client report: slide 1 is a cover with a fictional client name and review date; slide 2 is a one-paragraph executive summary written in plain English; slide 3 is a pie chart of actual vs. target allocation pasted from Excel; slide 4 is a 3-row risk profile table (Conservative / Moderate / Aggressive) with the client's profile highlighted; slide 5 lists two recommended rebalancing actions with a one-sentence rationale each; slide 6 is a 'Next Steps' timeline table with three action items, owners, and due dates formatted as a simple project tracker.
- Apply consistent, professional formatting throughout both files: a single font family, a muted two-color scheme, no clip art, all numbers formatted as currency or percentages, and a footer on every slide showing 'Prepared by [Your Name] | Wealth & Asset Management Extern Simulation' so a recruiter opening either file immediately sees a candidate who understands client-facing presentation standards and Microsoft Office proficiency at the level the role requires.
Free account. Provieo walks you through it and turns it into a page with a link you can put on your application. This posting comes with you.
Questions
Do I need to know how to code?
No. For roles like this one, Provieo builds the project as a live case-study page: slides, tables and findings you fill in. You bring the thinking.
Where did this project come from?
Provieo read the Fifth Third Bank posting and generated it on 2026-10-28. If you paste the same posting yourself you may get a different project, so two applicants don't show up with the same one.
Is Provieo connected to Fifth Third Bank?
No. This is an independent project idea based on a public posting. It does not guarantee an interview.