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 Portfolio Management Assistant supports the Asset Management business segment in administering accounts and servicing customers.

Primary Responsibilities

• Answers phones and assists the local Portfolio Manager with clients requests for information
• Creates and binds mailing correspondence and presentations
• Creates new business proposals and processes AUM reports
• Creates ROADS performance reports, Investment Scorecard reports, benchmark maintenance and report format changes
• Prepares APX reports for portfolio manager review
• Assists with Portfolio deconstructions
• Performs Oneview CRM system maintenance
• May process service requests, cash raises, or other basic trades under the supervision of the PM

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

• Bachelor's degree in a related field or
• High School Diploma and two (2) years of relevant Wealth Management or banking experience

Skills and Competencies

• Ability to manage a calendar
• Ability to request deconstructions, Morningstar reports, consolidated scoreboards, Fi360 reports
• Ability to review AUM reports and highlight specifics for Portfolio Managers to review
• Excellent verbal and written communication skills
• High time management and organizational skills
• Knowledgeable of graphical statements, gain/loss reports, schedule of maturities, and transaction reports
• Knowledgeable of more specific functions on ADDVantage for client needs such as: Forms: MPF, IV, SCIP, CM (and SMAC SEL & BUY), ROADS Account Opening, Mutual Fund Reg Code Change, Models, and Advent Datafeed On & Off – Cash Projection
• Microsoft Word, Excel (including mail merge), and Powerpoint
• Typing / 10 Key skills with attention to grammar and spelling

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

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:

$42,075.00 USD

50th Percentile:

$51,543.00 USD

Incentive Pay Plans:

This job is not incentive eligible.

Location:

Shreveport, Louisiana

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.