Asset Management Investment Research Analyst – CFA, CAIA

Job title: Asset Management Investment Research Analyst – CFA, CAIA

Company: Regions Bank


Job 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
• 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

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.Position Type Full timeCompensation DetailsPay 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.Job Range Target:Minimum: $57,278.10 USDMedian: $78,680.00 USDIncentive Pay Plans: 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.Benefits InformationRegions offers a benefits package that is flexible, comprehensive and recognizes that “one size does not fit all” for 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 or copy the link below to your browser.Location Details Highland Associates – BirminghamLocation: Birmingham, AlabamaEqual Opportunity Employer/including Disabled/VeteransJob applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Expected salary:

Location: Birmingham, AL

Job date: Sun, 17 Aug 2025 02:21:15 GMT

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