Portfolio Manager II/III

3 weeks ago

Ridgeland Mississippi, United States Trustmark Bank Full time
Overview:
Trustmark 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 National Bank. The purpose 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 & ResearchDevelop 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 CommunicationContribute 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

Perform additional duties as needed or assigned.

At least 3 years of experience 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, and trust standards of care

Extensive Analytical and computer skills

Excellent communication skills – both written and verbal

Advanced knowledge and application of Asset Allocation methods and analysis

Organization skills to manage large volume of data

Additional Responsibilities for Level III:

Manage and/or mentor Securities Analysts to support investment activities

Manage and/or mentor Portfolio Manager I or II level positions

Make presentations on behalf Trustmark to professional groups, industry associations, or other venues.

Lead the development of new investment management tools and solutions

Coordinate with other units of Trustmark on delivering investment services to common clients

Qualifications:
Bachelor of Science or Bachelor of Business Administration

At least 3 years of experience 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, and trust standards of care

Extensive Analytical and computer skills

Excellent communication skills – both written and verbal

Advanced knowledge and application of Asset Allocation methods and analysis

Organization skills to manage large volume of data

Familiarity with investment research and trading platforms perferred. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)

One of the following preferred:MBA

CFA or CMT candidate

Professional training

Additional Qualifications Required for Level III:

CFA or CMT Charterholder, or a minimum of 7 years of experience 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 man, and trust standards of care

Extensive Analytical and computer skills

Excellent communication skills – both written and verbal

Organization skills to manage large volume of data

Travel – Must be willing and able to travel frequently and as needed for meetings or presentations across the region.

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