Investment Portfolio Manager

Regions Financial - Ridgeland, MS

Full-time - Mid Level

Ridgeland, MS

Credit Intermediation and Related Activities

About the position

The Investment Portfolio Manager at Regions Bank is responsible for managing a portfolio of either Private Wealth or Institutional Clients. This role involves developing investment objectives, implementing strategic initiatives, and ensuring effective communication with clients and partners. The position requires a strong focus on client relationships, risk management, and staying updated on market trends to provide the best investment strategies.

Responsibilities

• Manages a book of either Private Wealth or Institutional Clients as the Portfolio Manager.
• Works with clients and partners to develop investment objectives and goals.
• Implements and communicates investment-related changes based on guidelines.
• Effectively implements Portfolio Management Group Strategic Initiatives.
• Leverages resources to maintain and increase efficiency in client focus.
• Addresses and responds to all risk-related items in a timely manner.
• Executes the Regions Client Experience at an advanced level.
• Initiates and monitors required actions related to modeling and trading of client accounts.
• Builds relationships with partners to retain and grow revenue from existing clients.
• Participates and may lead the sales process to identify new business opportunities.
• Keeps abreast of trends and developments in the economy and markets.
• Participates in and may lead group projects as assigned by management.

Requirements

• Bachelor's Degree or International Equivalent.
• Five (5) years applicable knowledge or experience in investment/portfolio management, brokerage, finance, or equivalent.

Nice-to-haves

• Bachelor's degree in Business Administration, Finance or Economics.
• Technical Training in financial and economic markets.
• Progress towards 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