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Asset Management Investment Research Analyst - CFA, CAIA

Asset Management Investment Research Analyst - CFA, CAIA

Regions FinancialBirmingham, AL, US
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Asset Management Investment Research Analyst

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
  • CAIA, CMT, FRM
  • PitchBook
  • Quantitative acumen
  • Skills and Competencies

  • Experience using Bloomberg and / or Factset
  • Proficient in Excel
  • Proficient verbal and written communication skills
  • Proficient analytical and quantitative skills
  • Proactive with a drive for knowledge regarding investments of all types
  • 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.

    Job Range Target : Minimum : $57,278.10 USD Median : $78,680.00 USD

    This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

    Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • 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. To learn more about Regions' benefits, please click the link below.

    Highland Associates - Birmingham

    Equal Opportunity Employer / including Disabled / Veterans

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    Asset Management Analyst • Birmingham, AL, US

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