Asset Management Internal Portfolio Manager
Regions Bank, Orlando, FL, United States
Job Description
At Regions, the Asset Management Internal Portfolio Manager works with Portfolio Managers (PMs) to handle trading assets, researching portfolios, and executing asset strategies. This role 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 the collaborative execution of strategic priorities
Analyzes client/prospect statements and circumstances and proposes portfolios
Executes on all software systems and tools with a competent level of knowledge
Participates in group projects as assigned by management
May train and mentor Portfolio Manager Assistants
May participate in the onboarding and training of new Portfolio Managers
May manage a small book of client accounts
May support Portfolio Managers and/or conduct asset allocation reviews of accounts and other account review requirements in the automated review system
May perform various administrative duties for Portfolio Managers, including but not limited to managing expenses and travel, generating client presentations, and other administrative duties
Requirements
Bachelor’s degree
Or High School Diploma or GED and one (1) year of experience in investment/portfolio management, brokerage, finance, or related experience
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Preferences
Portfolio Management experience (PM or Assistant)
Skills and Competencies
Ability to handle multiple priorities simultaneously
Knowledge of markets/investments/portfolio management
Proficiency in Microsoft Office Suite
Strong analytical and organizational skills
Strong verbal and written communication skills
Position Type Full time
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
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.
Job Range Target
Minimum: $58,979.80 USD
Median: $70,840.00 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.
Benefits Information
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Location Details Regions Center
Location Birmingham, Alabama
Equal Opportunity Employer/Including Disabled/Veterans Equal Opportunity Employer/including Disabled/Veterans
Application Acceptance Period 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.
EEO Statement Regions is an equal opportunity employer. Disabled and veteran applicants are encouraged to apply.
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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 the collaborative execution of strategic priorities
Analyzes client/prospect statements and circumstances and proposes portfolios
Executes on all software systems and tools with a competent level of knowledge
Participates in group projects as assigned by management
May train and mentor Portfolio Manager Assistants
May participate in the onboarding and training of new Portfolio Managers
May manage a small book of client accounts
May support Portfolio Managers and/or conduct asset allocation reviews of accounts and other account review requirements in the automated review system
May perform various administrative duties for Portfolio Managers, including but not limited to managing expenses and travel, generating client presentations, and other administrative duties
Requirements
Bachelor’s degree
Or High School Diploma or GED and one (1) year of experience in investment/portfolio management, brokerage, finance, or related experience
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Preferences
Portfolio Management experience (PM or Assistant)
Skills and Competencies
Ability to handle multiple priorities simultaneously
Knowledge of markets/investments/portfolio management
Proficiency in Microsoft Office Suite
Strong analytical and organizational skills
Strong verbal and written communication skills
Position Type Full time
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
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.
Job Range Target
Minimum: $58,979.80 USD
Median: $70,840.00 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.
Benefits Information
Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program
Location Details Regions Center
Location Birmingham, Alabama
Equal Opportunity Employer/Including Disabled/Veterans Equal Opportunity Employer/including Disabled/Veterans
Application Acceptance Period 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.
EEO Statement Regions is an equal opportunity employer. Disabled and veteran applicants are encouraged to apply.
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