Regions Bank Jobs

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Regions Bank Asset Management Internal Investment Portfolio Manager in Nashville, Tennessee

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.

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Job Description:

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

Primary 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 collaborative execution of strategic priorities

  • Analyzes client/prospect statements and circumstances and propose portfolios

  • Executes on all software systems and tools with a competent level of knowledge

  • May train and mentor Portfolio Manager Assistants

  • May participate in onboarding and training new Portfolio Managers

  • May manage a small book of client accounts

  • Participates in group projects as assigned by management

  • May support portfolio managers and/or conduct asset allocation reviews of accounts and other account review requirements on the automated review system

  • May perform various administrative duties for Portfolio Managers including but not limited to the following: manage expense, manage travel, generation of client presentations, and other administrative duties

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:

  • High School Diploma or GED

  • One (1) year applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent

Preferences:

  • Bachelor’s degree

  • Portfolio management experience (PM or Assistant)

Skills and Competencies:

  • Analytical and organizational skills

  • Knowledge of markets/investments/portfolio management

  • Skilled in applicable computer software programs

  • Verbal and written communication skills

*This position may be filled at a higher level, depending on qualifications and experience

Position Type

Full time

Location Details

One Nashville Place

Location:

Nashville, Tennessee

EEO/AA/Minorities/Females/Disabled/Veterans

About Regions

At Regions, our culture focuses on five core values that are a commitment to how we will do business:

  • Put people first

  • Do what is right

  • Focus on your customer

  • Reach higher

  • Enjoy life

Through these values, our mission to make life better drives our desire to improve and make a positive difference in the communities where we work and live through financial investments and volunteering.

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