Investment Analyst jobs in Mississippi

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)

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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

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Business Analyst
  • usm
  • Hattiesburg, MS FULL_TIME
  • Special Instructions to ApplicantsPlease include a cover letter. Job Summary Works with university stakeholders to solicit, write, and manage user requirements including technology-independent process...
  • 19 Days Ago

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Epic Analyst
  • North Mississippi Medical Center
  • Tupelo, MS FULL_TIME
  • Epic Analyst Job ID: 0008O9 Tupelo Information Technology - ITS CLINICAL SYSTEMS OPERATIONS Full Time - Day Posting Description At North Mississippi Health Services, our mission is to “continuously im...
  • 19 Days Ago

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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...
  • 20 Days Ago

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Tax Analyst
  • DELTA FUEL COMPANY INC
  • Natchez, MS FULL_TIME
  • Description:Delta Fuel Company is dedicated to recruiting an experienced professional to join our team as a Tax Analyst. This position will be responsible for assisting in the timely and accurate fili...
  • 21 Days Ago

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Logistics Analyst
  • R&P Technologies, LLC
  • Pascagoula, MS FULL_TIME
  • Overview R&P is looking for a motivated Logistics Analyst who wants to join our team. We are a small-sized defense contractor providing Engineering, Logistics, Program Management and Technical Service...
  • 23 Days Ago

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Investment Analyst
  • Vista Wealth Management Group
  • Schaumburg, IL
  • Job Description Job Description Role: Investment Analyst GROWTH POTENTIAL – COMPETITIVE SALARY – ATTRACTIVE BENEFITS OVE...
  • 3/28/2024 12:00:00 AM

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Investment Analyst
  • LAGO Asset Management
  • Chicago, IL
  • Position Title: Analyst About LAGO Asset Management LAGO is a multi-strategy investment platform providing flexible capi...
  • 3/25/2024 12:00:00 AM

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Investment Analyst
  • Aurum Search Limited
  • Leading global hedge fund ($50bn+ AUM) is looking for a L/S Equity Analyst to join their desks in New York City. The fir...
  • 3/25/2024 12:00:00 AM

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Investment Analyst
  • Summit Financial
  • Parsippany, NJ
  • Summary: Ranked one of the top 100 top RIAs by Barron’s & Forbes and headquartered in Parsippany, New Jersey with severa...
  • 3/25/2024 12:00:00 AM

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Investment Analyst
  • QUAD, a SolomonEdwards Company
  • King of Prussia, PA
  • Investment Analyst Our established, very successful and growing financial services client in the King of Prussia, PA are...
  • 3/24/2024 12:00:00 AM

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Investment Analyst
  • Xcede
  • Miami, FL
  • A top Miami-based investment management fund is looking for an Investment Analyst to join them on a full-time basis. The...
  • 3/24/2024 12:00:00 AM

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Investment Analyst
  • Simplicity Group Holdings
  • Bloomington, MN
  • Job Description Job Description Position Title: Investment Analyst Reports to: Chief Investment Officer Department: Inve...
  • 3/24/2024 12:00:00 AM

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Investment Analyst
  • Prime Capital Investment Advisors
  • Overland Park, KS
  • Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real imp...
  • 3/24/2024 12:00:00 AM

Mississippi is bordered to the north by Tennessee, to the east by Alabama, to the south by Louisiana and a narrow coast on the Gulf of Mexico; and to the west, across the Mississippi River, by Louisiana and Arkansas. In addition to its namesake, major rivers in Mississippi include the Big Black River, the Pearl River, the Yazoo River, the Pascagoula River, and the Tombigbee River. Major lakes include Ross Barnett Reservoir, Arkabutla Lake, Sardis Lake, and Grenada Lake with the largest lake being Sardis Lake. Mississippi is entirely composed of lowlands, the highest point being Woodall Mountai...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investment Analyst jobs
$78,596 to $117,225

Investment Analyst in Vineland, NJ
In your investment analyst job description, you might indicate you desire a candidate who has abundant experience in financial research.
October 04, 2019
Investment Analyst in Saint Petersburg, FL
However, in general investment analysts examine economic trends and their impact on investment potential.
November 03, 2019
Investment Analyst in Fort Collins, CO
A good system will enhance an investment manager’s research by centralizing information, fostering collaboration, and increasing productivity.
December 15, 2019