Trustmark Investment Management operates as a fiduciary in the management and advising of client assets and accounts, inclusive of asset allocation, security selection, trading implementation, and other activities as required of a regulated banking institution. The main responsibilities of this position are to conduct research and analysis on financial markets, securities, and investment opportunities; support the process and functions of financial planning; analyze and assist with the overall function of the investment management group, while acting in a fiduciary capacity at all times. Analysts cross train in multiple disciplines and can develop over time into Portfolio Management, Research, and/or Financial Planning tracks.
This position may be filled as a Level I or II. Additional responsibilities and qualifications apply.
Responsibilities Analyze and maintain monthly quantitative equity models, buy lists, asset allocation programs, performance monitoring, and related systems.Assist in monitoring and maintaining all investment, accounting, communication, and analytical research systems for consistency and accuracy.Analyze and monitor current and prospective securities holdings: individual equity, mutual funds, fixed income, ETFs, and investment strategies.Assist Portfolio Managers with account management, trading, and ad hoc analysis as needed.Support Portfolio Managers with research, reporting, and preparation for client meetings and presentations.Analyze robustness and effectiveness of current quantitative methods and make recommendations for improvements in inputs or factors.Write and/or assist in writing commentaries and market research for internal or external constituents.Construct data and visualization dashboards for Investment ManagementFinancial PlanningAssist in creating and customizing financial plans for both current and prospective clients.Perform additional duties as assigned.
Level II Additional Responsibilities:
Provide training, guidance, and mentorship to Securities Analyst I, particularly with respect to complex and/or unusual problems.Trade and manages accounts under the leadership and oversight of a Portfolio Manager.Participate in presentations to internal and external constituents.Participate in meetings, analysis, and presentations with the Tailored Wealth Team to current and prospective clients.Manage projects and improvements in the Investment Management group as needed, while balancing the other needs and requirements of the role.Prepare and/or assist in preparing financial plans with oversight from the Director of Financial Planning and CIO. Presentation of financial plans with clients and prospective clients.
Qualifications Bachelor’s degree in business, Finance, Economics, Accounting, Data Science, or related disciplineUnderstanding of or interest in financial marketsKnowledge and application of statistical and quantitative methodsStrong Knowledge of Microsoft Applications, including Excel, Word, and PowerPointAdept in analytical problem solvingStrong oral and written communication skillsStrong organizational and time management skillsBasic working knowledge of asset allocation, valuation methodologies, corporate metrics, technical analysis, and modeling preferred.Familiarity with Bloomberg, Factset, Morningstar, or comparable financial data platforms preferred.Knowledge of data analytics and visualization tools, methods, and languages (SQL, Python, R, etc.) preferred.One or more of the following preferred: MBACFP Designation or CandidateCFA Charterholder or CandidateCMT Charterholder or CandidateOne (1) year experience in investment management, securities analysis, data analysis or similar endeavor in business or finance.
Level II Additional Qualifications:
Two or more years of related experience in the financial industryDisplays an in-depth understanding of US financial marketsAble to communicate complex ideas and concepts clearly and concisely, both verbally and in writingApplication of statistical and quantitative methodsIn depth working knowledge of asset analytics: Valuation, corporate metrics, technical analysis, and modelingAdvanced knowledge of Microsoft applications, particularly Excel, Word, and PowerPointWillingness and ability to travel for presentations and meetings as needed or requiredOne or more of the following: MBACFP Designation or CandidateCFA Charterholder or CandidateCMT Charterholder or CandidateOne (1) year experience in investment management, securities analysis, data analysis or similar endeavor in business or finance.Or professional trainingRely on experience and judgment to plan and accomplish goals
Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Ability to travel for meetings or presentations as needed or required.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
Options Apply for this job onlineApplyShareRefer this job to a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Trustmark is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, genetic information, pregnancy, national origin, protected veteran or disability status, and any other status protected by law. Upon request, reasonable accommodations will be made for all qualified individuals with disabilities. If you need accommodation for any part of the application process because of a medical condition or disability please send an email to careers@trustmark.com or call 866-213-1418 to let us know the nature of your request.Equal Opportunity Employer/Females/Minorities/Individuals with Disabilities/Protected Veterans Application FAQs
Software Powered by iCIMS
www.icims.com