Portfolio Manager I/II/III
About The Position
Trustmark Investment Advisors, Inc. is a wholly owned subsidiary of Trustmark National Bank and a Registered Investment Adviser (RIA) with the SEC. TIAI 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 SEC registered Adviser and OCC regulated 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.
Requirements
- At least 3 years of experience as an analyst, trader, portfolio manager, or similar industry related experience
- Bachelor's Degree
- Knowledge of securities market/products behavior
- Knowledge of economics and finance
- Understanding of portfolio theory and its application
- Knowledge of analytical methods and valuation techniques
- Knowledge of fiduciary, prudent, and trust standards of care
- Strong analytical skills with the ability to interpret data and make strategic recommendations
- Strong knowledge of Microsoft applications
- Good written and oral communication skills, including the ability to communicate and present complex analysis
- Asset allocation theory and practice
- Organization skills to manage large volume of data
- Familiarity with investment research and trading platforms. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)
Nice To Haves
- MBA
- CFA or CMT candidate
- Professional training
Responsibilities
- 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
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
