Asset Management Internal Portfolio Manager

Asset Management Internal Portfolio Manager

At Regions, the Asset Management Internal Portfolio Manager works with Portfolio Managers (PM) to handle trading assets, researching portfolios, and execution of asset strategies. Works within established procedures with a moderate degree of supervision.

Primary Responsibilities

• Trades and updates models for client accounts
• Invests new accounts and codes systems appropriately for investment options
• Initiates trades for cash needs and other client and partner requests
• Coordinates risk management report completion and follow-up
• Offers ideas and executes practices to increase portfolio manager book efficiency and best-thinking delivery
• Builds and maintains relationships with line of business partners to assist with collaborative execution of strategic priorities
• Analyzes client/prospect statements and circumstances and propose portfolios
• Executes on all software systems and tools with a competent level of knowledge
• May train and mentor Portfolio Manager Assistants
• May participate in onboarding and training new Portfolio Managers
• May manage a small book of client accounts
• Participates in group projects as assigned by management
• May support portfolio managers and/or conduct asset allocation reviews of accounts and other account review requirements on the automated review system
• May perform various administrative duties for Portfolio Managers including but not limited to the following: manage expense, manage travel, generation of client presentations, and other administrative duties

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

• Bachelor's degree
• Or High School Diploma or GED and one (1) year applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent

Preferences

• Portfolio management experience (PM or Assistant)

Skills and Competencies

• Analytical and organizational skills
• Knowledge of markets/investments/portfolio management
• Skilled in applicable computer software programs
• Verbal and written communication skills

This position may be filled at a higher level depending on the candidate's qualifications and relevant experience.

Position Type

Full time

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Location Details

Regions Center - Birmingham

Location:

Birmingham, Alabama

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans