Securities Analyst I/II

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.

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

Level II Additional Responsibilities:

• Provide training, guidance, and mentorship to Securities Analyst I, particularly with respect to complex and/or unusual problems.
• Trade and manages accounts under the leadership and oversight of a Portfolio Manager.
• Participate in presentations to internal and external constituents.
• Participate in meetings, analysis, and presentations with the Tailored Wealth Team to current and prospective clients.
• Manage projects and improvements in the Investment Management group as needed, while balancing the other needs and requirements of the role.
• Prepare and/or assist in preparing financial plans with oversight from the Director of Financial Planning and CIO. Presentation of financial plans with clients and prospective clients.

• 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.

Level II Additional Qualifications:

• 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
• Rely on experience and judgment to plan and accomplish goals

Physical Requirements/Working Conditions:  Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Ability to travel for meetings or presentations as needed or required.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.