Asset Management Internal Portfolio Manager

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.

• 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

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.

• Bachelor’s degree
• Or High School Diploma or GED and one (1) year of experience in investment/portfolio management, brokerage, finance, or related experience

• Portfolio Management experience (PM or Assistant)

• 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

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

Full time

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: $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.

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• 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

To learn more about Regions’ benefits, please see

Music Row

Nashville, Tennessee

Equal Opportunity Employer/including Disabled/Veterans