Portfolio Manager I/II/III

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 Bank. The responsibilities of this position are 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 I, II, or III based on additional responsibilities and qualifications required.**

• Investment Management & Research
  
  • Develop and implement tailored investment strategies for client accounts
  • 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
• Perform additional duties as needed or assigned

Additional responsibilities for Level III:

• Investment Management & Research
  
  • Develop and implement tailored investment strategies for complex families and institutions
  • 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
• Perform additional duties as needed or assigned

• At least 3 years of experience as an analyst, trader, portfolio manager, or similar industry related experience
• Bachelor’s degree
• Knowledge of securities market/products behavior
• Knowledge of economics and finance
• Understanding of portfolio theory and its application
• Knowledge of analytical methods and valuation techniques
• Knowledge of fiduciary, Prudent Investor, and trust standards of care
• Strong analytical skills with the ability to interpret data and make strategic recommendations
• Strong knowledge of Microsoft applications
• Good written and oral communication skills, including the ability to communicate and present complex analysis
• Asset allocation theory and practice
• Organization skills to manage large volume of data
• Familiarity with investment research and trading platforms preferred. (Bloomberg, Factset, fi360, Advent, Moxy, or comparable platforms.)
  
• One of the following preferred:
  
  • MBA
    
  • CFP
  • CFA or CMT candidate
    
  • Professional training

Additional qualifications required for Level II:

• At least 5 years of experience 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
• Extensive Analytical and computer skills
• 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

Additional qualifications required for Level III:

• CFP, CFA, or CMT Charterholder, or a minimum of 7 years of experience 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
• Travel – Must be willing and able to travel frequently and as needed for meetings or presentations across the region.

• Must be able to sit for long periods of time of computer use
• Travel required, including overnight stays.
• This position subject to restrictions on personal political contributions and personal securities reporting as required by the Investment Management Code of Ethics.