Portfolio Manager II/III - Ridgeland, United States - Trustmark

Trustmark Ridgeland, United States

3 weeks ago

Description

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 & 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

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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