Investment Analyst jobs in Jackson, MS

Investment Analyst is responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives. Analyzes investment opportunities and recommends investments as appropriate. Being an Investment Analyst may help to evaluate stock investment and major projects for high-level analysis. Requires a bachelor's degree. Additionally, Investment Analyst typically reports to a supervisor or manager. The Investment Analyst contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. To be an Investment Analyst typically requires 4 to 7 years of related experience. (Copyright 2024 Salary.com)

C
Investment Analyst I
  • Cadence Bank
  • Jackson, MS FULL_TIME
  • Description

    Job Title: Investment Analyst I

    Organizational Location: Wealth Management & Trust

    Physical Location: 525 E. Capitol Street, Jackson, MS 39201

    Job Group Category: Exempt

    Work Hours: Monday - Friday, 8:00 a.m. to 5:00 p.m.

    What The Role is:

    This position will manage portfolio activities to ensure compliance with the bank's established policies and procedures. Perform certain investment duties including trading of common stocks, ETFs and mutual funds; analyzing mutual funds; rebalancing accounts by investing and divesting cash according to investment guidelines and client needs. Perform annual OCC Reg. 9 reviews of mutual fund client accounts. Implement and maintain investment objectives/asset allocations for trust clients and model portfolios. Create and update mutual funds portfolio investment models. Interact effectively with trust department's custodian/back office operations teams to process and update securities, and/or reverse investment related transactions on trust system. Work with other members of the investment team to analyze portfolios and create presentations for trust clients. Assist in the marketing efforts of the trust department and bank. Act as liaison with outside managers. Serve as frontline contact with Bank's auditors. Lead clients and managers through setup of internet client access. Manage own work to ensure deliverables are produced in a timely and cost effective manner. Implement investment policies and strategies. Complete additional projects or duties as necessary.

    Prepare reports for the monthly Trust Investment Committee, the quarterly Trust Committee and acting as the secretary for the TIC. Prepare reports for management, portfolio managers, client meetings, administrators and marketers. Become proficient in investment related and administrative business applications. Keep all investment related files and records current and within compliance. Develop management reports that incorporate client business objectives, data capabilities, and company standards. Organize and manipulate data and records, accurately interpret and evaluate data while maintaining its integrity. Review existing documentation and assess information resources and system specifications. Conduct workflow analysis, evaluate new and existing applications, and participate in the documentation and development of enhancements.

    How You will Make an Impact:

    • Manage individual accounts and provide stock research to the investment team
    • Work with trust administrators and trust sales force to develop new business and retain existing business
    • Travel, as needed
    • Must remain current on business, economic, and market news
    • Aide in the preparation of documentation for internal audits and trust targets
    • Contribute to the investment strategy of the trust investment team through asset allocation and external investment managers research
    • Manages/Performs special projects as assigned

    Who You Are:

    • Bachelor's degree in business, finance or related area, required
    • 5-7 years or more of investment experience required with a focus on individual stock selection
    • Chartered Financial Analyst designation, preferred
    • Effective verbal and written communication skills to include speaking in front of large crowds
    • Comprehensive knowledge of investments, securities, market structure, and portfolio management
    • Highest fiduciary and professional standards, required
    • Willing to travel, if required

    Disclaimer

    The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.



    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, sexual orientation, gender identity, disability, veteran status, genetic information or any other status protected under applicable local, state or federal nondiscrimination laws.

     

  • 1 Month Ago

E
Financial Analyst
  • Ergon, Inc - Refining & Marketing
  • Flowood, MS FULL_TIME
  • We are a great company with great pay and great benefits. Ergon is a relationship-driven company that values each employee's willingness to learn and contribute to the team. We are family-owned with l...
  • 19 Days Ago

H
Benefits Analyst
  • Hub International
  • Ridgeland, MS OTHER
  • Hub International
  • 2 Days Ago

B
Forestry Analyst
  • Biewer Lumber
  • Newton, MS FULL_TIME
  • Forestry Analyst Biewer Sawmill Newton is looking to add a full-time Forestry Analyst to our team in Newton, MS. This position will learn the essential duties of reconciling logs and outside products,...
  • 6 Days Ago

C
GIS Analyst
  • Central Mississippi Planning And Development...
  • Pearl, MS FULL_TIME
  • Geographic Information System (GIS) Analyst The Central Mississippi Planning & Development District (CMPDD) has been promoting regional excellence since 1968. Our purpose is to assist with creative re...
  • 7 Days Ago

C
Financial Analyst
  • C Spire
  • Ridgeland, MS OTHER
  • Overview Primary responsibilities will be to perform fact based financial analyses on all aspects of the company that are timely, accurate and clearly presented to management for review. Responsibilit...
  • 25 Days Ago

Filters

Clear All

Filter Jobs By Location
  • Filter Jobs by companies
  • More

0 Investment Analyst jobs found in Jackson, MS area

N
Remote Regulatory Compliance Analyst (Insurance Industry)
  • National General Insurance
  • Jackson, MS
  • Job Description Position/Title: Remote Regulatory Compliance Analyst (Insurance Industry) ** NOTES: Ideal candidate will...
  • 3/28/2024 12:00:00 AM

B
Manager Customer Success- Digital Marketing Solutions- Team Lead (Remote)
  • Broadridge Financial Solutions
  • Jackson, MS
  • At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If youre passionate...
  • 3/28/2024 12:00:00 AM

T
Technical Support Specialist
  • Take2 Consulting, LLC
  • Jackson, MS
  • Just wrapping up a contract or contract ending? These positions will give you exposure to supporting a federal client an...
  • 3/27/2024 12:00:00 AM

D
Internal Revenue Agent/ Senior Revenue Agent (Examiner)- (6 Month Roster) - Amended
  • Department Of The Treasury
  • Jackson, MS
  • Duties WHAT IS THE LARGE BUSINESS AND INTERNATIONAL (LBI) DIVISION? A description of the business units can be found at:...
  • 3/27/2024 12:00:00 AM

P
REMOTE: Junior Electrical Design Engineer (AED)
  • Planate Management Group
  • Jackson, MS
  • Planate Management Group (PMG) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in Alexandria, ...
  • 3/25/2024 12:00:00 AM

S
Civil Engineer, Water
  • Stantec
  • Jackson, MS
  • Many of the world's top engineers and scientists come together in our Water business because they view a community's int...
  • 3/25/2024 12:00:00 AM

T
Sales Analyst Assistant
  • The Judge Group
  • Flowood, MS
  • ARE YOU A CURRENT US FOODS EMPLOYEE? PLEASE APPLY DIRECTLY THROUGH OUR INTERNAL WORKDAY CAREER SITE. Join Our Community ...
  • 3/25/2024 12:00:00 AM

P
Diesel Mechanic - Class B
  • Performance Foodservice
  • Jackson, MS
  • Company Description Performance Foodservice, PFG's broadline distributor, maintains a unique relationship with a variety...
  • 3/24/2024 12:00:00 AM

Jackson is located primarily in northeastern Hinds County, with small portions in Madison and Rankin counties. The Pearl River forms most of the eastern border of the city. A small portion of the city containing Tougaloo College lies in Madison County, bounded on the west by Interstate 220 and on the east by U.S. Route 51 and Interstate 55. An unconnected section of the city surrounds Jackson–Evers International Airport in Rankin County. In the 2010 census, only 622 of the city's residents lived in Madison County, and only 1 lived within the city limits in Rankin County. The city is bordered t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$78,883 to $117,654
Jackson, Mississippi area prices
were up 1.2% from a year ago

Investment Analyst in Augusta, GA
It will help you understand the performance of business, ongoing projects, and investments.
November 21, 2019
Investment Analyst in Burlington, VT
This is one statistic of many, showing how much ESG investment is growing.
October 28, 2019
Investment Analyst in Pensacola, FL
You can find out more about becoming an investment analyst from.
October 04, 2019