Investment Portfolio Specialist / R015591

Investment Portfolio Specialist

The Investment Portfolio Specialist will be responsible for strategy implementation, for managed investment accounts within the Trust Department, by deciding how client accounts are invested by selecting the appropriate investment model and platform. In addition, this role will engage in asset management functionalities such as, trading, rebalancing, performance reporting, marketing and compliance.

Essential Duties & Responsibilities :

• Responsible for implementation and monitoring of investment strategies through various platforms utilizing SMA or UMA technology by deciding which model and investment platform should be utilized to most efficiently invest client accounts according to the investment strategy.
• Provides portfolio support by deciding which securities to buy and sell to fulfill requests, such as withdrawals, contributions, or tax harvesting
• This position will utilize Morningstar Direct and Factset portfolio analysis to analyze portfolio holdings through attribution and performance analysis.
• In addition this role will act as the backup performance analyst as well as lend support to marketing by maintaining databases with portfolio analytics and providing client or departmental presentation requests.
• Other duties and special projects as assigned by Senior Management

Minimum Required Education, Experience & Knowledge :

Essential Mental & Physical Requirements :

Disclaimer : This job description is only valid as of the date it was revised. Please contact the HR Compensation Department to obtain the latest version. Information contained herein should be treated as confidential to Hancock Holding Company. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to the job at any time. 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.