Director, Trust Investments

Hancock Whitney Bank•New Orleans, LA

About The Position

Directors, Trust Investments develop, implement, and oversee the processes used to manage Hancock Whitney in-house investment strategies. They communicate the processes and performance of managed strategies to consultants, advisors, and business partners, and contribute thought leadership on their areas of expertise as well as general market and economic trends. The role also involves making investment decisions, advising high-net-worth and institutional clients, ensuring investment activities comply with Wealth Management procedures and applicable regulations, and providing oversight to an assigned team.

Requirements

At least 7 years of investment and financial analysis experience.
Advanced understanding of trusts, investment products, strategies, and markets.
Advanced understanding of banking and investment regulations.
Advanced skills with Microsoft Office products, Bloomberg Professional, and Morningstar Direct.
Ability to travel if required to perform essential job functions.
Ability to work under stress and meet deadlines.
Ability to operate related equipment, read and interpret documents, and lift, move, or carry approximately 10 pounds if required to perform essential job functions.

Nice To Haves

Chartered Financial Analyst (CFA) or CIMA designation.

Responsibilities

Oversee the development of investment-strategy methodologies and the ongoing review or modification of existing methodologies.
May oversee the integration and implementation of quantitative and qualitative equity analysis, the trading of taxable and tax-free fixed-income securities in compliance with policies and strategy, or high-level credit risk analysis on public corporate bond issuers.
Meet with current and prospective high-net-worth or institutional clients to discuss investment strategies.
Determine appropriate asset allocations and investment strategies for clients.
Execute strategies in accordance with Wealth Management processes, policies, and procedures.
Provide thought leadership on relevant areas of expertise and general market and economic trends.
Make security-selection and asset-allocation decisions for client portfolios.
Evaluate and communicate current economic and market conditions.
Formulate and review investment processes, changing them as conditions warrant.
Communicate investment strategies and results in writing and orally to clients, consultants, Bank management, the Hancock Horizon Funds' Board, and others.
Audit accounts, records, and certifications to ensure workers comply with Wealth Management procedures.
Compile and accurately report financial data required by government regulations.
Monitor financial-market developments and use fundamental and technical research to make sound, timely investment recommendations.
Stay informed about the legal and tax consequences of investment decisions.
Comply with applicable federal, state, and local banking and industry laws and regulations, including the Bank Secrecy Act.
Provide guidance and oversight to the assigned team and coordinate and evaluate its work.
May interview, hire, and train associates; plan, assign, and direct work; manage performance and compensation; approve expense reports; and address concerns and resolve problems.