Investment Portfolio Manager - CFA, CFP, CIMA

Regions Bank•Birmingham, AL

27d•$85,235•Onsite

About The Position

At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. Primary Responsibilities Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management Effectively Implement Portfolio Management Group Strategic Initiatives Leverage resources to maintain efficiency to focus on clients at an effective level Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports. Learn the Regions Client Experience and execute at a competent level Initiates and monitors required actions related to modeling and trading of client accounts. Works with all appropriate partners at an effective level to retain and grow revenue from existing client relationships Participates in the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management Keeps abreast of trends and development in the economy and markets to ensure effective communication to clients and partners Participates in group projects as assigned by management 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

Bachelor’s degree or International Equivalent
Three (3) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
Analytical, organization and presentation skills
Knowledgeable about sales techniques and possess sales aptitude
Skilled in applicable computer software programs
Verbal and written communication skills

Nice To Haves

Bachelor’s degree in Business Administration, Finance or Economics
Technical Training in financial and economic markets
Progress towards Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)

Responsibilities

Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager
Works with clients and multiple partners to development investment objectives and goals through discussion and identification of client priorities
Implements and communicates investment related changes based on Investment Working Group guidelines to ensure clients receive the Best Thinking of Regions Asset Management
Effectively Implement Portfolio Management Group Strategic Initiatives
Leverage resources to maintain efficiency to focus on clients at an effective level
Address and respond to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports.
Learn the Regions Client Experience and execute at a competent level
Initiates and monitors required actions related to modeling and trading of client accounts.
Works with all appropriate partners at an effective level to retain and grow revenue from existing client relationships
Participates in the sales process with partners and teammates to identify and solidify new business opportunities focused on trust and investment management
Keeps abreast of trends and development in the economy and markets to ensure effective communication to clients and partners
Participates in group projects as assigned by management