Director, Trust Investments

Hancock Whitney•New Orleans, LA

About The Position

Directors, Trust Investments develop, implement, and oversee processes for managing Hancock Whitney’s in-house investment strategies. They communicate the process and performance of managed strategies to consultants, advisors, business partners, clients, and other stakeholders, and contribute thought leadership on their area of expertise and general market and economic trends. The role includes investment decision-making, client portfolio strategy, market and economic analysis, investment process review, and compliance with applicable banking and industry regulations. The Director also provides guidance and oversight to an assigned team and coordinates and evaluates its work.

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, 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, trading of taxable and tax-free fixed-income securities, or high-level credit risk analysis of 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 areas of expertise and general market and economic trends.
Make security-selection and asset-allocation decisions for client portfolios.
Evaluate, study, and communicate current economic and market conditions.
Formulate and review investment processes, changing them as conditions warrant.
Provide written and oral communications about investment strategy and results to clients, consultants, Bank management, the Hancock Horizon Funds’ Board, and others.
Audit accounts, records, and certifications to ensure workers comply with Wealth Management standard procedures.
Compile and accurately report financial data required by government regulations.
Monitor financial-market developments and use fundamental and technical research to develop timely investment recommendations.
Keep abreast of 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.
Carry out supervisory responsibilities, which may include interviewing, hiring, training, assigning and directing work, performance management, associate compensation, approving expense reports, and addressing concerns and resolving problems.