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.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system.
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.
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 effeciency 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:
- Verbal and written communication skills
- Knowledge of markets/investments/portfolio management
- Analytical and organizational skills
- Skilled in applicable computer software programs
Position Type
Full time
Location Details
Downtown Clearwater
Location:
Clearwater, Florida
EEO/AA/Minorities/Females/Disabled/Veterans
