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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Job Description:

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.

Primary Responsibilities:

  • 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.

Requirements:

  • High school diploma or GED

  • One (1) year applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent

Preferences:

  • Bachelor’s degree

  • 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

Location:

Birmingham, Alabama

EEO/AA/Minorities/Females/Disabled/Veterans

About Regions

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

  • Reach higher

  • Enjoy life

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.

EEO/AA/Minorities/Females/Disabled/Veterans