Asset Management Investment Research Analyst - CFA, CAIA at Regions
Birmingham, AL 35205, USA -
Full Time


Start Date

Immediate

Expiry Date

16 Nov, 25

Salary

78680.0

Posted On

16 Aug, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

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 Asset Management Investment Research Analyst assists in the selection, evaluation, and on-going monitoring of investment managers.
Primary Responsibilities
Identifies and recommends investment managers in assigned sub-asset class or classes
Performs ongoing due diligence and monitoring of assigned investment managers
Recommends managers for inclusion within Regions Asset Management model portfolios
Manages relationships with external third-party managers
Writes white papers on investment-related topics
Conduct research focused on individual securities/issuers when appropriate
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.
Requirements
Bachelor’s degree in Finance, Accounting, or a related field
Preferences
Master’s degree in Business Administration and/or CFA Charter

Responsibilities

Please refer the Job description for details

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