Asset Management Portfolio Management Assistant

Portfolio Management Assistant

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 in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description

At Regions, the Portfolio Management Assistant supports the Asset Management business segment in administering accounts and servicing customers.

Primary Responsibilities

Answers phones and assists the local Portfolio Manager with clients requests for information

Creates and binds mailing correspondence and presentations

Creates new business proposals and processes AUM reports

Creates ROADS performance reports, Investment Scorecard reports, benchmark maintenance and report format changes

Prepares APX reports for portfolio manager review

Assists with Portfolio deconstructions

Performs Oneview CRM system maintenance

May process service requests, cash raises, or other basic trades under the supervision of the PM

This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.

Requirements

Bachelor's degree in a related field or

High School Diploma and two (2) years of relevant Wealth Management or banking experience

Skills and Competencies

Ability to manage a calendar

Ability to request deconstructions, Morningstar reports, consolidated scoreboards, Fi360 reports

Ability to review AUM reports and highlight specifics for Portfolio Managers to review

Excellent verbal and written communication skills

High time management and organizational skills

Knowledgeable of graphical statements, gain / loss reports, schedule of maturities, and transaction reports

Knowledgeable of more specific functions on ADDVantage for client needs such as : Forms : MPF, IV, SCIP, CM (and SMAC SEL & BUY), ROADS Account Opening, Mutual Fund Reg Code Change, Models, and Advent Datafeed On & Off Cash Projection

Microsoft Word, Excel (including mail merge), and Powerpoint

Typing / 10 Key skills with attention to grammar and spelling

_This position may be filled at a higher level depending on the candidate's qualifications and relevant experience._

Position Type

Full Time

Compensation Details

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.

_Minimum : _ $42,075.00 USD

_Median : _ $51,543.00 USD

Incentive Pay Plans : This job is not incentive eligible.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.

• 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

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

Location Details

Shreveport - Tower

Location : Shreveport, Louisiana

Equal Opportunity Employer

/ including Disabled / Veterans