Director of Equity Investments Position Available In Jefferson, Alabama

Director of Equity Investments Director of Equity Investments locations
Birmingham, AL – Regions Center
time type
Full time
posted on
Posted Yesterday
job requisition id
R93072 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 Finance Senior Equity Investments Portfolio Manager is responsible for the deployment of capital and the management of the Bank and Holding Company’s equity investment strategies including Small Business Investment Portfolio (SBIC) Funds, Strategic Investment Funds and Direct Equity Investments. Aligns equity investment strategy with Regions’ Strategic Plan. Primary Responsibilities Manages $325mm+ equity investment portfolios including Small Business Investment Company (“SBIC”) Funds, Fintech Venture Funds, Direct Fintech Equity Investments, and other fund investments; includes 70+ investments Develops and executes equity investment strategies in line with Strategic Plan and equity investment frameworks
Holds the Regions’ Limited Partner Advisory Board seat for fund investments and participates in fund Limited Partner Advisory Committee matters as required
Participates in internal executive level committees and Boards (i.e. Regions Community Development Corporation, Regions Foundation, etc.) to advise on equity and investment strategies
Partners with internal stakeholders to ensure equity and investment strategies meet CRA and business level strategies
Provides regular updates to the Asset/Liability Committee and other working groups as needed
Participates in industry trade groups (SBIA) and liaises with bank peers
Oversees all aspects of the investment process from sourcing to closing including prospecting, pipeline management, due diligence document review, preparation of investment memos, management calls/meetings, investment approvals and legal structuring/execution
Oversees model process for portfolio management of investments as well as tools for valuations, financial forecasts and stress testing
Stays current on public and private equity markets and macro and micro factors that may impact future valuations
Manages all audit, credit, compliance, legal, regulatory, and accounting aspects of the investment portfolio Oversees management of financials and investment metrics on all investments and portfolio companies on a monthly and quarterly basis 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, Economics, or related field
Nine (9) years of experience in portfolio management, corporate treasury, corporate finance or capital markets related activities
Charted Financial Analyst (CFA) Charter holder or Chartered Alternative Investment Analyst (CAIA) Charter holder Preferences Master of Finance, Accounting, Economics, or related field Skills and Competencies Ability to interact with senior level management
Developed independent judgement and decision-making skills
Developed relationship-building skills
Excellent oral and written communication skills
Proficient in Excel, Power Point, Access, Financial Modeling
Skilled in applicable computer software programs
Strong analytical skills and detail-oriented
Strong work ethic and self-motivation
Strong problem-solving skills Additional Preferences Ability to manage direct reports This position is intended to be onsite, now or in the near future. Associates will have regular work hours, including full days in the office three or more days a week. The manager will set the work schedule for this position, including in-office expectations. Regions will not provide relocation assistance for this position, and relocation would be at your expense. Position Type 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. 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:

$139,978.85

USD Median:

$202,590.00

USD Incentive Pay Plans:

This role is eligible to participate in the annual discretionary incentive plan. Employees are eligible to receive a discretionary award based on individual, business, and/or company performance.

Opportunity to participate in the Long Term Incentive Plan. Benefits Information Regions 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, Location Details

Regions Center 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.