Asset Management Internal Portfolio Manager

Regions Bank•Tampa, AL

1d•Onsite

About The Position

At Regions, the Asset Management Internal Portfolio Manager works with Portfolio Managers (PMs) to handle trading assets, researching portfolios, and executing asset strategies. This role works within established procedures with a moderate degree of supervision.

Requirements

Bachelor’s degree Or High School Diploma or GED and one (1) year of experience in investment/portfolio management, brokerage, finance, or related experience
Knowledge of markets/investments/portfolio management
Proficiency in Microsoft Office Suite
Strong analytical and organizational skills
Strong verbal and written communication skills

Nice To Haves

Portfolio Management experience (PM or Assistant)

Responsibilities

Trades and updates models for client accounts
Invests new accounts and codes systems appropriately for investment options
Initiates trades for cash needs and other client and partner requests
Coordinates risk management report completion and follow-up
Offers ideas and executes practices to increase portfolio manager book efficiency and best-thinking delivery
Builds and maintains relationships with line of business partners to assist with the collaborative execution of strategic priorities
Analyzes client/prospect statements and circumstances and proposes portfolios
Executes on all software systems and tools with a competent level of knowledge
Participates in group projects as assigned by management
May train and mentor Portfolio Manager Assistants
May participate in the onboarding and training of new Portfolio Managers
May manage a small book of client accounts
May support Portfolio Managers and/or conduct asset allocation reviews of accounts and other account review requirements in the automated review system
May perform various administrative duties for Portfolio Managers, including but not limited to managing expenses and travel, generating client presentations, and other administrative duties