OverviewTrustmark Investment Management operates as a fiduciary in the management and advising on client assets and accounts, inclusive of asset allocation, security selection, trading implementation, and other activities as required of a regulated State Bank. The responsibilities of this position is to manage investment portfolios and advise clients in investment and related matters, which may be personal or institutional in nature, while acting in a fiduciary capacity at all times.
This position may be filled as a Level II or III. Additional responsibilities and qualifications apply.
Responsibilities- Investment Management & Research
- Develop and implement tailored investment strategies
- Monitor accounts for trading and compliance
- Participate in the development of new tools and methods for use across the firm
- Contribute to the investment research process
- Presentations and Communication
- Contribute to communications, both written and verbal on behalf of Trustmark.
- Meet with clients and prospective clients
- Communicate complex market and economic issues
- Collaborate with other members of the Wealth Management team (Private Banker, Relationship Mangers, etc.) in solving client needs and complex issues and developing new and existing business activities.
- Consult with other staff concerning investment issues
- Associates are expected to perform all additional duties as assigned.
Responsibilities for Level III:
- Investment Management & Research
- Develop and implement tailored investment strategies
- Monitor accounts for trading and compliance
- Participate in the development of new tools and methods for use across the firm
- Contribute to the investment research process
- Presentations and Communication
- Make presentations on behalf of Trustmark to professional groups, industry associations, or other venues
- Contribute to communications, both written and verbal on behalf of Trustmark.
- Meet with clients and prospective clients
- Communicate complex market and economic issues
- Craft investment proposals and recommendations for Institutional client RFPs.
- Lead the development of new investment management tools and solutions
- Collaborate with other members of the Wealth Management team (Private Banker, Relationship Mangers, etc.) in solving client needs and complex issues and developing new and existing business activities.
- Coordinate with other units of Trustmark on delivering investment services to common clients
- Manage and/or mentor Securities Analysts to support investment activities
- Manage and/or mentor Portfolio Manager I or II level positions
- Associates are expected to perform all additional duties as assigned.
Qualifications- Bachelor's Degree in Business Administration
- 5 years as a securities analyst, portfolio manager, or similar industry related experience
- Advanced knowledge of securities market/products behavior
- Advanced knowledge of economics and finance
- Advanced understanding of portfolio theory and its application
- Advanced knowledge of analytical methods and valuation techniques
- Solid understanding of fiduciary, Prudent Investor, and trust standards of care
- Strong knowledge of Microsoft applications
- Excellent written and oral communication skills, including the ability to communicate and present complex analysis
- Advanced knowledge and application of Asset Allocation methods and analysis
- Organization skills to manage large volume of data
- Travel required, including overnight stays.
- This position subject to restrictions on personal political contributions and personal securities reporting as required by the Investment Management Code of Ethics.
- Familiarity with investment research and trading platforms. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)
- One of the following preferred:
- MBA
- CFA or CMT candidate
- Professional training
Qualifications required for Level III:
- Bachelor's Degree in Business Administration
- SeCFP, CFA, or CMT Charterholder, or
- 7 years as a securities analyst, portfolio manager, or similar industry related experience
- Extensive knowledge of securities market/products behavior
- Extensive knowledge of economics and finance
- Extensive understanding of portfolio theory and its application
- Extensive knowledge of analytical methods and valuation techniques
- Solid understanding of fiduciary, Prudent Investor, and trust standards of care
- Strong knowledge of Microsoft applications
- Excellent written and oral communication skills, including the ability to communicate and present complex analysis
- Advanced knowledge and application of Asset Allocation methods and analysis
- Organization skills to manage large volumes of data
- Travel - Must be willing and able to travel including overnight stays frequently and as needed for meetings or presentations across the region.
- This position subject to restrictions on personal political contributions and personal securities reporting as required by the Investment Management Code of Ethics.
- Familiarity with investment research and trading platforms. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)
- One of the following preferred:
- MBA
- CFA or CMT candidate
- Professional training
Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.
Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.
