Securities Analyst I/II

Trustmark • Ridgeland, MS

339d

About The Position

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.

Requirements

• Bachelor's degree in business, Finance, Economics, Accounting, Data Science, or related discipline.
• Understanding of or interest in financial markets.
• Knowledge and application of statistical and quantitative methods.
• Strong Knowledge of Microsoft Applications, including Excel, Word, and PowerPoint.
• Adept in analytical problem solving.
• Strong oral and written communication skills.
• Strong organizational and time management skills.
• Basic 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: MBA, CFP Designation or Candidate, CFA Charterholder or Candidate, CMT Charterholder or Candidate.
• One (1) year experience in investment management, securities analysis, data analysis or similar endeavor in business or finance.

Nice To Haves

• Two or more years of related experience in the financial industry.
• Displays an in-depth understanding of US financial markets.
• Able to communicate complex ideas and concepts clearly and concisely, both verbally and in writing.
• Application of statistical and quantitative methods.
• In depth working knowledge of asset analytics: Valuation, corporate metrics, technical analysis, and modeling.
• Advanced knowledge of Microsoft applications, particularly Excel, Word, and PowerPoint.
• Willingness and ability to travel for presentations and meetings as needed or required.
• One or more of the following: MBA, CFP Designation or Candidate, CFA Charterholder or Candidate, CMT Charterholder or Candidate.
• One (1) year experience in investment management, securities analysis, data analysis or similar endeavor in business or finance.
• Or professional training.

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 Management.
• Assist in creating and customizing financial plans for both current and prospective clients.
• Perform additional duties as assigned.

What This Job Offers

• Career Level: Entry Level
• Industry: Real Estate
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees