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Asset Management Investment Research Analyst CFA, CAIA
Asset Management Investment Research Analyst CFA, CAIARegions Bank • Birmingham, Michigan, USA
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Asset Management Investment Research Analyst CFA, CAIA

Asset Management Investment Research Analyst CFA, CAIA

Regions Bank • Birmingham, Michigan, USA
28 days ago
Job type
  • Full-time
Job description

Thank you for your interest in a career at Regions. At Regions we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career a place to expect more opportunities. If you are focused on results dedicated to quality strength and integrity and possess the drive to succeed then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates consultants and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes sold or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions Retention Schedule for a minimum of three years. You may review modify or update your information by visiting and logging into the careers section of the system.

Job Description :

At Regions the Asset Management Investment Research Analyst assists in the selection evaluation and on-going monitoring of investment managers.

Primary Responsibilities

  • Identifies and recommends investment managers in assigned sub-asset class or classes
  • Performs ongoing due diligence and monitoring of assigned investment managers
  • Recommends managers for inclusion within Regions Asset Management model portfolios
  • Manages relationships with external third-party managers
  • Writes white papers on investment-related topics
  • Conduct research focused on individual securities / issuers when appropriate

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

  • Bachelors degree in Finance Accounting or a related field
  • Preferences

  • Masters degree in Business Administration and / or CFA Charter
  • CAIA CMT FRM
  • PitchBook
  • Quantitative acumen
  • Skills and Competencies

  • Experience using Bloomberg and / or Factset
  • Proficient in Excel
  • Proficient verbal and written communication skills
  • Proficient analytical and quantitative skills
  • Proactive with a drive for knowledge regarding investments of all types
  • This position may be filled at a higher level depending on the candidates qualifications and relevant experience.

    Position Type

    Full time

    Compensation Details

    Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include : experience skills knowledge contribution job location and most importantly performance in the job role. As these factors vary by individuals pay will also vary among individual associates within the same job.

    The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

    Job Range Target : Minimum :

    $57278.10 USD

    Median : $78680.00 USD

    Incentive Pay Plans :

    This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

    Benefits Information

    Regions offers a benefits package that is flexible comprehensive and recognizes that one size does not fit all for benefits-eligible 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
  • Please note benefits and plans may be changed amended or terminated with respect to all or any class of associate at any time. To learn more about Regions benefits please click or copy the link below to your browser.

    Details

    Highland Associates - Birmingham

    Location : Birmingham Alabama

    Equal Opportunity Employer / including Disabled / Veterans

    Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

    Required Experience :

    IC

    Key Skills

    Close Protection,Accounting And Auditing,C#,Agriculture,Civil Project Management,Import & Export

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Asset Management Analyst • Birmingham, Michigan, USA

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