Portfolio Manager II/III

About the role

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. This position manages investment portfolios and advises clients—personal or institutional—while acting in a fiduciary capacity at all times. The role may be filled at Level II or III, with additional responsibilities and qualifications applicable to each level.

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.
• Prepare and deliver written and verbal communications on behalf of Trustmark.
• Meet with clients and prospective clients to communicate complex market and economic issues.
• Collaborate with other members of the Wealth Management team (Private Bankers, Relationship Managers, etc.) to solve client needs, address complex issues, and develop new and existing business activities.
• Perform all additional duties as assigned.

Responsibilities for Level III

• Make presentations on behalf of Trustmark to professional groups, industry associations, or other venues.
• Craft investment proposals and recommendations for Institutional client RFPs.
• Lead the development of new investment management tools and solutions.
• 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.

Requirements

• Bachelor’s Degree in Business Administration.
• 5 years of experience as a securities analyst, portfolio manager, or similar industry-related role (Level II) or 7 years for Level III, or a CFP, CFA, or CMT Charterholder.
• Advanced (Level II) or extensive (Level III) knowledge of securities market/products behavior, economics and finance, portfolio theory, and 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.
• Familiarity with investment research and trading platforms (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms).
• Travel required, including overnight stays (frequent for Level III).
• This position is subject to restrictions on personal political contributions and personal securities reporting as required by the Investment Management Code of Ethics.

Preferred Qualifications

• MBA, CFA, or CMT candidate.
• Professional training.

Physical Requirements & Working Conditions

Must be able to sit for long periods of time and use a computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.