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Asset Management Systems and Operations Analyst
Regions Financial
Birmingham, AL, United States
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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.
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Job Description:
At Regions, the Asset Management Systems & Operations Analyst will support Asset Management operations strategic priorities. The Asset Management Systems & Operations Analyst coordinates activities supporting Asset Management administration, marketing, and sales & service support. Additionally, this position may serve as a subject matter expert for one or more asset management topics for the broader Wealth Management group.
Primary Responsibilities
• Provides operational support to senior management, portfolio managers, and analysts
• Prepares economic, market, product and strategy sales, marketing presentations, white papers, factsheets, and flyers including content development, data updates & design
• Manages one or more asset management systems or topics, including GIPS compliance, investment proposals, investment classification, management reporting, performance measurement, etc.
• Creates custom client presentations which include analysis of performance data
• Analyzes and develops Monte Carlo analysis, prospect portfolio deconstructions, growth projection analysis, spending policy analysis, and adhoc client requests
• Develops and manages content for Requests for Proposals (RFPs)
• Supports the Investment Committee and other working groups
• Liaisons with Private Wealth Management and Institutional Services associates, corporate marketing and media teams, compliance, legal, and other support teams
This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay.
Requirements
• Associate's degree
Preferences
• Bachelor's degree in an investment, asset management, business, finance, marketing or related field
• Three (3) years of investment, asset management, business, finance, marketing or related experience
Location:
Birmingham, Alabama
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