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Trustmark Investment Management 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 regulated State Bank. The responsibilities 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.

This position may be filled as a Level II or III. Additional responsibilities and qualifications apply.

Responsibilities:

• Investment Management & Research
  • 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
• Presentations and Communication
  • 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
• Associates are expected to perform all additional duties as assigned.

Responsibilities for Level III:

• Investment Management & Research
  • 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
• Presentations and Communication
  • Make presentations on behalf of Trustmark to professional groups, industry associations, or other venues
  • Contribute to communications, both written and verbal on behalf of Trustmark.
  • Meet with clients and prospective clients
  • Communicate complex market and economic issues
  • Craft investment proposals and recommendations for Institutional client RFPs.
• Lead the development of new investment management tools and solutions
• 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.
• Coordinate with other units of Trustmark on delivering investment services to common clients
• Manage and/or mentor Securities Analysts to support investment activities
• Manage and/or mentor Portfolio Manager I or II level positions
• Associates are expected to perform all additional duties as assigned.

• Bachelor's Degree in Business Administration
• 5 years as a securities analyst, portfolio manager, or similar industry related experience

Advanced knowledge of securities market/products behavior

Advanced knowledge of economics and finance

Advanced understanding of portfolio theory and its application

Advanced knowledge of analytical methods and valuation techniques

Solid understanding of fiduciary, Prudent Investor, and trust standards of care

Strong knowledge of Microsoft applications

Excellent written and oral communication skills, including the ability to communicate and present complex analysis

Advanced knowledge and application of Asset Allocation methods and analysis

Organization skills to manage large volume of data

This position subject to restrictions on personal political contributions and personal securities reporting as required by the Investment Management Code of Ethics.

• Familiarity with investment research and trading platforms. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)
• One of the following preferred:
  • MBA
  • CFA or CMT candidate
  • Professional training

Qualifications required for Level III:

• Bachelor's Degree in Business Administration
• SeCFP, CFA, or CMT Charterholder, or
• 7 years as a securities analyst, portfolio manager, or similar industry related experience

Extensive knowledge of securities market/products behavior

Extensive knowledge of economics and finance

Extensive understanding of portfolio theory and its application

Extensive knowledge of analytical methods and valuation techniques

Solid understanding of fiduciary, Prudent Investor, and trust standards of care

Strong knowledge of Microsoft applications

Excellent written and oral communication skills, including the ability to communicate and present complex analysis

Advanced knowledge and application of Asset Allocation methods and analysis

Organization skills to manage large volumes of data

Travel – Must be willing and able to travel including overnight stays frequently and as needed for meetings or presentations across the region.

This position subject to restrictions on personal political contributions and personal securities reporting as required by the Investment Management Code of Ethics.

• Familiarity with investment research and trading platforms. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)
• One of the following preferred:
  • MBA
  • CFA or CMT candidate
  • Professional training

Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.

Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.

Teamwork and the individual contributions of our associates are recognized as the drivers of our success. At Trustmark, we are committed to preserving and advancing a diverse and inclusive workplace, where each associate, customer and shareholder is respected, valued and encouraged to share in our commitment. We make significant investments in our associates so that they may enhance their personal and professional skills, because we want each associate to grow, flourish and fulfill their career aspirations. Come onboard and join our team!

Trustmark exemplifies the strength and possibilities that come with a diverse and inclusive team. 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, disability status, or any other characteristic protected under applicable law. Trustmark is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment.

Upon accepting a position with Trustmark, the following pre-employment screenings must be completed:

• Verification of employment, education and other data provided by you on your employment application
• Verification of eligibility to work in the US
• Criminal background check
• Fingerprinting (required for certain positions)