Investment Portfolio Manager

2 days ago

Birmingham, Alabama, United States Regions Full time

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.

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 and may provide input
  • Leverage resources to maintain and increase 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
  • Execute the Regions Client Experience at an advanced level
  • Initiates and monitors required actions related to modeling and trading of client accounts
  • Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships
  • Participates and may lead 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 developments in the economy and markets to ensure effective communication to clients and partners
  • Participates in and may lead 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
  • Five (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent

Preferences

  • 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)

Skills and Competencies

  • Analytical, organization and presentation skills
  • Knowledgeable about sales techniques and possess sales aptitude
  • Skilled in applicable computer software programs
  • Verbal and written communication skills

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$99,967.20 USD

50th Percentile:

$137,600.00 USD

Incentive Pay Plans:

This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals.Location:Birmingham, Alabama

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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