Investment Portfolio Manager

Regions Financial • Atlanta, GA

94d • $85,234 - $108,000

About The Position

At Regions, the Asset Management Portfolio Manager serves as a Portfolio Manager for assigned managed accounts. 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.

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 develop 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 implements Portfolio Management Group Strategic Initiatives.
• Leverages resources to maintain efficiency to focus on clients at an effective level.
• Addresses and responds to all risk related items in a timely fashion including but not limited to: Investment Reviews, Asset Allocation Flags, and other risk reports.
• Learns the Regions Client Experience and executes 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.

Benefits

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree