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 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 accountsInvests new accounts and codes systems appropriately for investment optionsInitiates trades for cash needs and other client and partner requestsCoordinates risk management report completion and follow-upOffers ideas and executes practices to increase portfolio manager book efficiency and best-thinking deliveryBuilds and maintains relationships with line of business partners to assist with collaborative execution of strategic prioritiesAnalyzes client/prospect statements and circumstances and propose portfoliosExecutes on all software systems and tools with a competent level of knowledgeMay train and mentor Portfolio Manager AssistantsMay participate in onboarding and training new Portfolio ManagersMay manage a small book of client accountsParticipates in group projects as assigned by managementMay support portfolio managers and/or conduct asset allocation reviews of accounts and other account review requirements on the automated review systemMay 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 dutiesThis 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 degreeOr High School Diploma or GED and one (1) year applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalentPreferences
Portfolio management experience (PM or Assistant)Skills and Competencies
Analytical and organizational skillsKnowledge of markets/investments/portfolio managementSkilled in applicable computer software programsVerbal and written communication skillsThis position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full timeCompensation 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:
$58,222.45 USDMedian:
$69,930.00 USDIncentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives 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 Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease 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.
https://www.regions.com/welcometour/benefits.rf
Bring Your Whole Self to Work
We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help 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 and thrive is the right thing to do.
OFCCP Disclosure: Equal Opportunity Employer/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.