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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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
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.
High School Diploma or GED
One (1) year applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
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
One Nashville Place
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
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.