Highland Associates Associate Investment Consultant

Regions Bank; Birmingham (AL); On-site; USD 67,000 - 94,000; Full time

Job summary

A leading financial services firm seeks an Associate Investment Consultant in Birmingham, AL. The role involves supporting client relationships, managing investment solutions, and collaborating with senior consultants. Ideal candidates will have a Bachelor's degree and strong communication skills. This position is exempt from overtime and eligible for incentive pay based on performance.

Qualifications

• Bachelor's degree required.
• Experience in Investment Management or Financial Services preferred.

Responsibilities

• Supports Senior Consultants with client relationships.
• Coordinates research and portfolio operations.
• Executes client deliverables to high standards.

Skills

Teamwork

Communication

Organizational Skills

Presentation Skills

Education

Bachelor’s degree in a relevant field

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.

At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high standard of client service, developing customized investment solutions and managing client relationships, under the direction and guidance of Consultants and Senior Consultants. The Associate Consultant helps the firm develop and acquire new relationships through supporting the business development process.

Primary 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

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 a relevant field

Preferences

• 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)

Skills and Competencies

• 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

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis.

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.

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:

$67,694.00 USD

50th Percentile:

$93,740.00 USD

Incentive 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.

Location:

Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans

Job 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.