Investment Analyst I

Job Title: Investment Analyst I

Organizational Location: Wealth Management & Trust

Physical Location: 525 E. Capitol Street, Jackson, MS 39201

Job Group Category: Exempt

Work Hours: Monday - Friday, 8:00 a.m. to 5:00 p.m.

What The Role is:

This position will manage portfolio activities to ensure compliance with the bank's established policies and procedures. Perform certain investment duties including trading of common stocks, ETFs and mutual funds; analyzing mutual funds; rebalancing accounts by investing and divesting cash according to investment guidelines and client needs. Perform annual OCC Reg. 9 reviews of mutual fund client accounts. Implement and maintain investment objectives/asset allocations for trust clients and model portfolios. Create and update mutual funds portfolio investment models. Interact effectively with trust department's custodian/back office operations teams to process and update securities, and/or reverse investment related transactions on trust system. Work with other members of the investment team to analyze portfolios and create presentations for trust clients. Assist in the marketing efforts of the trust department and bank. Act as liaison with outside managers. Serve as frontline contact with Bank's auditors. Lead clients and managers through setup of internet client access. Manage own work to ensure deliverables are produced in a timely and cost effective manner. Implement investment policies and strategies. Complete additional projects or duties as necessary.

Prepare reports for the monthly Trust Investment Committee, the quarterly Trust Committee and acting as the secretary for the TIC. Prepare reports for management, portfolio managers, client meetings, administrators and marketers. Become proficient in investment related and administrative business applications. Keep all investment related files and records current and within compliance. Develop management reports that incorporate client business objectives, data capabilities, and company standards. Organize and manipulate data and records, accurately interpret and evaluate data while maintaining its integrity. Review existing documentation and assess information resources and system specifications. Conduct workflow analysis, evaluate new and existing applications, and participate in the documentation and development of enhancements.

How You will Make an Impact:

• Manage individual accounts and provide stock research to the investment team
• Work with trust administrators and trust sales force to develop new business and retain existing business
• Travel, as needed
• Must remain current on business, economic, and market news
• Aide in the preparation of documentation for internal audits and trust targets
• Contribute to the investment strategy of the trust investment team through asset allocation and external investment managers research
• Manages/Performs special projects as assigned

Who You Are:

• Bachelor's degree in business, finance or related area, required
• 5-7 years or more of investment experience required with a focus on individual stock selection
• Chartered Financial Analyst designation, preferred
• Effective verbal and written communication skills to include speaking in front of large crowds
• Comprehensive knowledge of investments, securities, market structure, and portfolio management
• Highest fiduciary and professional standards, required
• Willing to travel, if required

Disclaimer

The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.