Investment Portfolio Specialist Position Available In Orleans, Louisiana

Investment Portfolio Specialist Investment Portfolio Specialist locations
Hancock Whitney Plaza – Gulfport, MS
Hancock Whitney Center – New Orleans, LA
time type
Full time
posted on
Posted 7 Days Ago
job requisition id
R015062 Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

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

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE

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

ESSENTIAL MENTAL & PHYSICAL REQUIRMENTS

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.

DISCLAIMER

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. About Us When you choose a career with Hancock Whitney (

Nasdaq:

HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s—that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future. now. Learn more at hancockwhitney.com/ourstory