Investment Portfolio Specialist / R015062 Position Available In Harrison, Mississippi
Tallo's Job Summary: The Investment Portfolio Specialist role, located in Gulfport, MS or New Orleans, LA, involves implementing investment strategies for managed accounts, selecting investment models, and engaging in asset management functions like trading and compliance. Requirements include a Bachelor's Degree in Finance, Economics, or related field, 2-3 years of experience, and proficiency in Microsoft Office applications.
Job Description
This Position is for an Investment Portfolio Specialist with a work location in Gulfport, MS or New Orleans, LA.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 harvestingThis 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 manualsDemonstrated ability to think critically and problem solveExcellent writing, communication, and interpersonal skillsBasic knowledge of and exposure to the investment industry and investment conceptsBasic knowledge of Microsoft Office Applications, including Excel, Power Point, and Office
ESSENTIAL MENTAL & PHYSICAL REQUIRMENTS
Ability to work under stress and meet deadlinesAbility to operate related equipment to perform the essential job functionsAbility to read and interpret a document if required to perform the essential job functionsAbility to travel if required to perform the essential job functionsAbility 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.
DISCLAIMERThis 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 TOTHE JOB AT ANY
TIMEEqual 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, sta us as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
