Director, Trust Investments: Strategy & Client Leadership

Hancock Whitney Corp.; New Orleans (LA); Presencial; USD 150.000 - 210.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Investment analysis

Financial analysis

Trusts and investment products

Banking regulations

Microsoft Office

Bloomberg Professional

Morningstar Direct

Educación

Chartered Financial Analyst (CFA) or CIMA designation

Herramientas

Bloomberg Professional

Morningstar Direct

Microsoft Office

Descripción del empleo

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.