Asset Management Investment Research Analyst - CFA, CAIA

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.

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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

• Bachelor's degree in Finance, Accounting, or a related field

Preferences

Master's 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 candidate's 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 :

$57,278.10 USD

Median : $78,680.00 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.

Location 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.