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 Internal Portfolio Manager works with Portfolio Managers (PM) to handle trading assets, researching portfolios, and execution of asset strategies. Works independently, with guidance in only the most complex situations

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
• Trains and mentor Portfolio Manager Assistants
• Executes on all software systems and tools with an advanced level of knowledge
• Manages a book of client accounts
• Participates in group projects as assigned by management
• May serve as ad-hoc portfolio manager in markets where turnover has occurred
• May participate in onboarding and training new Portfolio Managers
• May support portfolio managers and/or conduct asset allocation reviews of accounts and other account review requirements on the automated review system
• Assists with moderately complex projects

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 and one (1) year applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
• Or High School Diploma/GED and three (3) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent

Preferences

• Bachelor’s degree
• Three (3) years portfolio management experience (PM or Assistant)

Skills and Competencies

• Highly analytical and organizational skills
• Knowledge of markets/investments/portfolio management
• Skilled in applicable computer software programs
• Strong 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:

$61,279.90 USD

50th Percentile:

$73,610.00 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:

Atlanta, Georgia

Equal Opportunity Employer/including 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.