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. 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 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 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.
