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Open nowPosted 12 days ago

Investment Portfolio Specialist

Hancock Whitney160 open roles

Where
Hancock Whitney Center New Orleans LA
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Your applicationOpen nowInvestment Portfolio SpecialistHancock Whitney · Hancock Whitney Center New Orleans LA

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The clock on this job

Early applications get read.

8.5% of postings close within 7 days. Measured by our own scanner across the market. Hancock Whitney postings stay open a median of 5 days.

Share of postings closed within
  1. 1.8%1 day
  2. 4.0%3 days
  3. 8.5%7 days
  4. 15.4%14 days
  5. 34.1%30 days
This job: posted 12 days ago

Hancock Whitney median: 5 days open

The posting

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

JOB FUNCTION / SUMMARY:

The Investment Portfolio Specialist provides portfolio support to all lines of Wealth Asset Management by engaging in asset management functionalities, such as, strategy implementation, trading, performance reporting, marketing and compliance.

ESSENTIAL DUTIES & 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.

SUPERVISORY RESPONSIBILITIES:

None.

MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

  • 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.

ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:

  • Ability to work under stress and meet deadlines.
  • Results-oriented and has a high degree of accountability, commitment and responsibility.
  • Ability to operate related equipment to perform the essential job functions.
  • Ability to travel if required to perform the essential job functions.
  • Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

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.

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