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.
Directors, Trust Investments are primarily responsible for developing, implementing, and overseeing the processes used to manage Hancock Whitney in house strategies. Directors, Trust Investments are responsible for providing communication regarding the process and performance of our managed strategies for consultants, advisors, and business partners, and are regular contributors of thought leadership content as it pertains to their respective area of expertise as well as general market and economic trends.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Oversees the development of methodologies for investment strategies and the ongoing process of reviewing and/or modifying existing methodologies.
- May oversee the integration of quantitative and qualitative (fundamental) equity analytical processes and implementation, the trading of taxable and tax-free fixed income securities for funds and client accounts in compliance with current policies, procedures, and strategy and/or supervise high level credit risk analysis on public issuers of corporate bonds in support of fixed income portfolio management activities.
- Meets with current and potential high net worth or institutional clients to discuss investment strategies.
- Determines an appropriate asset allocation and investment strategy for clients
- Executes strategies in accordance with the process, policies and procedures of Wealth Management.
- Provides thought leadership content as it pertains to their respective area of expertise as well as general market and economic trends.
- Makes investment decisions regarding security selection and asset allocation for client portfolios
- Evaluates, studies, and effectively communicates current economic and market conditions.
- Formulates and reviews the investment process and change as conditions warrant.
- Provides written and oral communication to clients, consultants, Bank management, the Hancock Horizon Funds' Board and others regarding investment strategy and results
- Audits accounts, records and certifications to ensure compliance of workers with standard procedures of Wealth Management.
- Compiles and accurately reports all financial data as required by government regulations.
- Keeps abreast of developments in the financial markets using fundamental and technical research to arrive at sound and timely investment recommendation
- Keeps abreast of legal and tax consequences of investment decisions
- Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
- 7+ years of investment and financial analysis experience.
- A Chartered Financial Analyst or CIMA designation is preferred
- Requires an advanced understanding of trusts and investment products, strategies and markets
- Requires an advanced understanding of banking and investment regulations
- Requires advanced skills with the Microsoft Office suite of products, Bloomberg Professional and Morningstar Direct
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
- Ability to travel if required to perform the essential job functions
- 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 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.
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.
