Investment Portfolio Strategist

Hancock Whitney

Gulfport (MS)

On-site

USD 65,000 - 90,000

Full time

7 days ago

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Job summary

Hancock Whitney in Gulfport, MS seeks an Investment Portfolio Specialist to provide portfolio support across Wealth Asset Management, executing investment strategies and assisting with trading and performance reporting.

The role collaborates with Senior Portfolio Managers and traders, using tools like Morningstar Direct, FactSet, and Bloomberg to analyze portfolios and support client relationships, compliance, and reporting.

Qualifications

Bachelor's Degree preferably in Finance, Economics, or other related field or equivalent combination of experience and training required.
1 year related experience and/or training or equivalent combination of education and experience.
Ability to write reports, business correspondence and procedure manuals.
Requires an understanding of banking and investment regulations.
Requires an understanding of trusts and investment products and markets.
Demonstrated ability to think critically and problem solve.
Excellent writing, communication, and interpersonal skills.
Basic knowledge of and exposure to the investment industry and investment concepts.
Basic knowledge of Microsoft Office Applications, including Excel, and Power Point.

Responsibilities

Works directly with the asset allocation and manufacturing teams to implement investment strategy decisions across multiple lines of business
Works directly with Senior Portfolio Managers to invest client accounts according to risk tolerance and investment strategy.
Provides portfolio support by deciding which securities to buy and sell to fulfill requests, such as withdrawals, contributions, or tax harvesting.
Develops a basic knowledge of and utilize software programs such as, Morningstar Direct, Factset, or Bloomberg, to analyze portfolios through attribution or performance analysis.
Populates and maintain databases with firm and strategy level updates for asset retention and new business development.
Works directly with equity and fixed income traders for trade entry, execution and reporting.
Provides data to various lines of business for client retention and new business development.
Works directly with Trust Compliance and Portfolio Managers to monitor and correct account exceptions
Other duties and special projects as assigned by Senior Management may include but proxy voting, corporate actions, vendor management liaison, soft dollar and broker dealer analysis.