Regions Bank Asset Management Internal Portfolio Manager in Birmingham, Alabama
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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At Regions, the Asset Management Internal Portfolio Manager works with Portfolio Managers (PM) to handle trading assets, researching on portfolios and execution of asset strategies.
Trades and models updates for client accounts
Invests new accounts and codes systems appropriately for investment options
Initiates trade for cash needs and other client requests
Participates in quarterly account reviews
Coordinates risk management report completion and follow-up
Offers ideas and executes practices to increase PM 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 purpose portfolios
May train and mentors Portfolio Manager Assistants
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.
High school diploma or GED
One (1) year applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
Portfolio management experience (PM or Assistant)
Skills and Competencies:
Verbal and written communication skills
Knowledge of markets/investments/portfolio management
Analytical and organizational skills
Skilled in applicable computer software programs
At Regions, our culture focuses on five core values that are a commitment to how we will do business:
Put people first
Do what is right
Focus on your customer
Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.