Asset Management Internal Portfolio… at Regions Bank · Nashville

Summary: Regions Bank is dedicated to providing a supportive work environment where associates can thrive. The Asset Management Internal Portfolio Manager collaborates with Portfolio Managers to manage trading assets, research portfolios, and implement asset strategies while maintaining relationships with business partners. 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 Required Qualifications: - Bachelor's degree - Or High School Diploma or GED and one (1) year of experience in investment/portfolio management, brokerage, finance, or related experience - 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 Preferred Qualifications: - Portfolio Management experience (PM or Assistant) Required Skills: Portfolio Management, Investment Management, Risk Management Reporting, Microsoft Office Suite Benefits: 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