Trustmark

  • Securities Analyst I

    Location US-MS-Jackson
    Posted Date 1 week ago(7/11/2018 9:49 AM)
    Job ID
    2018-10910
    Category
    Wealth Management
    Type
    Regular Full-Time
    Job Grade
    8
    FLSA Status
    Exempt
    Working Hours
    8am - 5pm
    Job Location: Company
    TMK Investment Advisors, Inc. - 0193
  • Overview

    Contribute to maintaining and improving Trustmark’s investment management process and provide informational and analytical support to the portfolio management team and investment committee. 

    Responsibilities

    • Analyze and maintain monthly quantitative equity models, buylists, and asset allocation programs.
    • Assist in monitoring all investment, accounting, and communications systems for consistency in reflecting firm wide decisions
    • Review and monitor current and prospective securities holdings, and assist Portfolio Managers with account management & perform ad hoc analysis as needed
    • Assist Portfolio Managers with research, reports, and packages for use in client presentations
    • Analyze robustness and effectiveness of current models and make recommendations for improvements in methods or factors

    Qualifications

    • Understanding of or interest in US financial markets
    • Basic working knowledge of asset valuation, corporate metrics, and modeling preferred
    • Ability to comprehend and apply statistical and quantitative methods
    • Spreadsheet and presentation proficiency
    • Oral and written communication skills
    • Strong organizational & time management skills
    • Four-year college degree, preferably in Math, Science, or Business
    • One or more of the following:
      • MBA
      • Or minimum one (1) year experience in investment management, securities analysis, or similar endeavor

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