Regions Bank · 1 month ago
Highland Associates Associate Investment Consultant
Birmingham, AL
Full-time
Onsite
New Grad, Entry Level
$68K/yr - $94K/yrRegions Bank is dedicated to offering performance-driven individuals a place where they can build a career. The Associate Investment Consultant at Highland Associates plays a key supporting role in delivering high standards of client service, developing customized investment solutions, and managing client relationships.
BankingInsurance
No H1B
Responsibilities
Supports Senior Consultants and Consultants with client relationships
Participates in routine dialogue with clients, as needed
Coordinates the efforts of Highland Associate’s Research, Portfolio Operations, and Performance Teams to ensure client needs are satisfied
Supports the asset allocation process including: performing strategic client evaluations, portfolio modeling and optimization, manager positioning, developing portfolio recommendations and monitoring the investment policy statement for relevance and updates to reflect any recommendations and rebalances portfolios accordingly
Supports the production of the quarterly client materials and special reports for client presentations such as: manager searches, asset allocation recommendations and education sessions
Executes client deliverables to high standards of quality and accuracy
Develops a general knowledge of recommended investment management firms, products, and strategies
Supports the production of client communications and client training materials about various investment topics
Participates in internal investment committee and/or subcommittee meetings, as needed
Supports request for proposal (RFP) production
Qualification
Required
Bachelor's degree in a relevant field
Demonstrable success in a team environment
Demonstrates high energy and strong drive for results
Excellent communication skills, both verbal and written
Strong organizational and presentation skills
Preferred
Previous experience working in the Investment Management and/or Financial Services industry
Progress toward professional designation(s) such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)
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
Company
Regions Bank
Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.
Founded in 1971
10001+ employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-04-06Acquired
Leadership Team
Brian Happel
Executive Vice President and Fort Worth Market CEO
Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
Recent News
2024-04-30
Business Journals
2024-04-28
Company data provided by crunchbase