Director, Trust Investments

Hancock Whitney Corp.; New Orleans (LA); On-site; USD 150,000 - 210,000; Full time

Job summary

Hancock Whitney Corp. in New Orleans seeks a Director to oversee investment strategy development and the ongoing management of trust investments.

You will lead quantitative and qualitative analysis, coordinate with consultants and advisors, and communicate strategies and performance to clients and partners. With 7+ years in investment/financial analysis, CFA/CIMA preferred, you’ll guide asset allocation, risk assessment, and regulatory compliance within Wealth Management.

Qualifications

• 7+ years of investment and financial analysis experience.
• A CFA or CIMA designation is preferred.
• Advanced understanding of trusts and investment products, strategies and markets.
• Advanced understanding of banking and investment regulations.
• Advanced skills with Microsoft Office, Bloomberg Professional and Morningstar Direct.

Responsibilities

• Oversees development of methodologies for investment strategies.
• Oversee integration of quantitative and qualitative equity analysis and fixed income trading.
• Meets with high net worth or institutional clients to discuss strategies.
• Determines asset allocation and investment strategy for clients.
• Executes strategies per Wealth Management policies.
• Provides thought leadership on market trends.
• Makes security selection and asset allocation decisions for portfolios.
• Communicates investment strategy and results to clients and stakeholders.
• Audits accounts and ensures compliance with Wealth Management procedures.
• Compiles and reports financial data per government regulations.
• Keeps abreast of market developments and legal/tax implications.

Skills

Investment analysis

Financial analysis

Trusts and investment products

Banking regulations

Microsoft Office

Bloomberg Professional

Morningstar Direct

Education

Chartered Financial Analyst (CFA) or CIMA designation

Tools

Bloomberg Professional

Morningstar Direct

Microsoft Office

Job description

JOB FUNCTION / SUMMARY

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.

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. Learn more at hancockwhitney.com/ourstory