Director, Trust Investments — Strategic Asset Allocation

Hancock Whitney; New Orleans (LA); On-site; USD 140,000 - 190,000; Full time

Job summary

Hancock Whitney is seeking a Director, Trust Investments to develop, implement, and oversee investment strategies for in-house trusts and client portfolios. You will communicate strategy and performance to consultants, advisors, and business partners, while contributing thought leadership on market conditions.

The role involves meeting clients, determining asset allocation, and executing investment decisions within Wealth Management guidelines.

Qualifications

• 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

Responsibilities

• Oversees development of methodologies for investment strategies and ongoing reviews/modifications.
• Oversees integration of quantitative and qualitative equity analysis and fixed income trading for funds and client accounts.
• Meets with high net worth or institutional clients to discuss investment strategies.
• Determines asset allocation and investment strategy for clients.
• Executes strategies in line with Wealth Management policies and procedures.
• Provides thought leadership on market trends and investment outcomes.

Skills

Investment analysis

Asset allocation

Client meetings

Portfolio management

Regulatory compliance

Education

CFA or CIMA designation

Tools

Bloomberg Professional

Morningstar Direct

MS Office Suite

Job description

Hancock Whitney is seeking a Director, Trust Investments to develop, implement, and oversee investment strategies for in-house trusts and client portfolios. You will communicate strategy and performance to consultants, advisors, and business partners, while contributing thought leadership on market conditions.

The role involves meeting clients, determining asset allocation, and executing investment decisions within Wealth Management guidelines.