What are the responsibilities and job description for the Investment Portfolio Specialist position at Hancock Whitney?
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JOB FUNCTION / SUMMARY:
The Investment Portfolio Specialist will be responsible for strategy implementation, for managed investment accounts within the Trust Department, by deciding how client accounts are invested by selecting the appropriate investment model and platform. In addition, this role will engage in asset management functionalities such as, trading, rebalancing, performance reporting, marketing and compliance.
ESSENTIAL DUTIES & RESPONSIBILITIES:
This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Holding Company.
NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBLITIES TO THE JOB AT ANY TIME
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
JOB FUNCTION / SUMMARY:
The Investment Portfolio Specialist will be responsible for strategy implementation, for managed investment accounts within the Trust Department, by deciding how client accounts are invested by selecting the appropriate investment model and platform. In addition, this role will engage in asset management functionalities such as, trading, rebalancing, performance reporting, marketing and compliance.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Responsible for implementation and monitoring of investment strategies through various platforms utilizing SMA or UMA technology by deciding which model and investment platform should be utilized to most efficiently invest client accounts according to the investment strategy.
- Provides portfolio support by deciding which securities to buy and sell to fulfill requests, such as withdrawals, contributions, or tax harvesting
- This position will utilize Morningstar Direct and Factset portfolio analysis to analyze portfolio holdings through attribution and performance analysis. In addition this role will act as the backup performance analyst as well as lend support to marketing by maintaining databases with portfolio analytics and providing client or departmental presentation requests.
- Other duties and special projects as assigned by Senior Management
- Bachelor's Degree in Finance, Economics, or other related field
- 2-3 years related experience and/or training or equivalent combination of education and experience.
- Ability to write reports, business correspondence and procedure manuals
- Demonstrated ability to think critically and problem solve
- Excellent writing, communication, and interpersonal skills
- Basic knowledge of and exposure to the investment industry and investment concepts
- Basic knowledge of Microsoft Office Applications, including Excel, Power Point, and Office
- Ability to work under stress and meet deadlines
- Ability to operate related equipment to perform the essential job functions
- Ability to read and interpret a document if required to perform the essential job functions
- Ability to travel if required to perform the essential job functions
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Holding Company.
NOTHING IN THIS JOB DESCRIPTION RESTRICTS MANAGEMENT'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBLITIES TO THE JOB AT ANY TIME
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
