Regions Bank

Asset Management Portfolio Manager

Regions Bank

full-time

Posted on:

Location Type: Office

Location: Tampa • Florida • 🇺🇸 United States

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Salary

💰 $125,814 - $168,920 per year

Job Level

SeniorLead

About the role

  • Manages a book of either Private Wealth or Institutional Clients by serving as the Portfolio Manager
  • Works with clients and multiple partners to develop investment objectives and goals through discussion and identification of client priorities
  • Implements and communicates investment related changes based on Investment Working Group guidelines
  • Address and respond to all risk related items in a timely fashion
  • Initiates and monitors required actions related to modeling and trading of client accounts
  • Works with all partners at an advanced level by building relationships to retain and grow revenue from existing client relationships
  • Participates and may lead the sales process with partners and teammates to identify and solidify new business opportunities
  • Keeps abreast of trends and developments in the economy and markets to ensure effective communication to clients and partners

Requirements

  • Bachelor’s Degree or International Equivalent
  • Seven (7) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent
  • Bachelor’s degree in Business Administration, Finance or Economics
  • Technical Training in financial and economic markets
  • Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, or Certified Investment Management Analyst (CIMA)
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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
investment managementportfolio managementbrokeragefinancemodelingtrading
Soft skills
client relationship managementcommunicationsalesteam collaborationrisk management
Certifications
Chartered Financial Analyst (CFA)Certified Financial Planner (CFP)Certified Investment Management Analyst (CIMA)