Associate II - Portfolio Management

Atlantic Union Bank•Richmond, VA

5d•$99,100 - $178,400

About The Position

Investment Portfolio Management is responsible for managing client investment portfolios to help achieve financial objectives while balancing risk and return. Responsibilities include asset allocation, security selection, portfolio implementation, cash management, and ongoing portfolio monitoring. Conducts regular client portfolio reviews, investment research, and provides investment guidance. Asset Investment Management is responsible for overseeing asset allocation, investment strategy implementation, and performance monitoring. Activities of supporting roles may include: Administration of investment transactions, Analysis of portfolio performance, Resolution of routine account discrepancies, Maintenance of regulatory compliance documentation, Client reporting support. Investment Portfolio Management work is accountable for investments portfolio management including asset selection to maximize return while appropriately balancing risk. Prepares reports on investment transactions and status for submission to management. Determines portfolio allocation and manages cash and securities including both debt and equities. Other duties as assigned. Applies practical knowledge of a job area typically obtain through advanced education and work experience. Responsibilities typically include: Working independently with general supervision. Problems faced are difficult but typically not complex. May influence others within the job area through explanation of facts, policies and practices.

Requirements

Bachelor's Degree required; equivalent combination of education and experience may be considered
Typically requires 3 - 5+ years prior experience, with practical knowledge of job area

Responsibilities

Asset allocation
Security selection
Portfolio implementation
Cash management
Ongoing portfolio monitoring
Conducts regular client portfolio reviews
Investment research
Provides investment guidance
Overseeing asset allocation
Investment strategy implementation
Performance monitoring
Administration of investment transactions
Analysis of portfolio performance
Resolution of routine account discrepancies
Maintenance of regulatory compliance documentation
Client reporting support
Prepares reports on investment transactions and status for submission to management
Determines portfolio allocation
Manages cash and securities including both debt and equities
Working independently with general supervision
May influence others within the job area through explanation of facts, policies and practices