Portfolio Strategy & Trade Specialist

Hancock Whitney; New Orleans (LA); On-site; USD 65,000 - 95,000; Full time

Job summary

Hancock Whitney in New Orleans seeks an Investment Portfolio Specialist to provide portfolio support across Wealth Asset Management, assisting with strategy implementation, performance reporting, and compliance.

You will collaborate with asset allocation and trading teams to implement decisions, analyze portfolios using Morningstar Direct, Factset, or Bloomberg, and prepare data for client retention and new business development. Proficiency in MS Office and investment concepts is required.

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 maintains 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 proxy voting, corporate actions, vendor management liaison, soft dollar and broker dealer analysis.

Skills

Report writing

Communication

Interpersonal skills

Problem solving

Attention to detail

Education

Bachelor's degree in Finance or Economics

Tools

Morningstar Direct

Factset

Bloomberg

Job description

Hancock Whitney in New Orleans seeks an Investment Portfolio Specialist to provide portfolio support across Wealth Asset Management, assisting with strategy implementation, performance reporting, and compliance.

You will collaborate with asset allocation and trading teams to implement decisions, analyze portfolios using Morningstar Direct, Factset, or Bloomberg, and prepare data for client retention and new business development. Proficiency in MS Office and investment concepts is required.