Job Information
Citizens National Bank of Meridian Wealth Management Analyst in Meridian, Mississippi
This is a position for a (Wealth Management Analyst) located in Meridian.
Summary: The Wealth Management Analyst is responsible for analysis of investment products and client portfolio reviews.
Duties and Responsibilities: Analyze mutual funds for retirement plans. Assist in the selection and analysis of stocks, bonds, ETF's and mutual funds. Analyze and prepare reports for quarterly trust account reviews. Assist with the preparation of client investment review materials. Organize client/prospect presentation packets. Assist in account rebalancing & re-allocation. Utilize FactSet software. Utilize Morningstar software.
Job Specifications or Qualifications: Bachelor's degree in Finance, Economics, or a related field. Effective time management and organizational skills. Strong verbal and written communication skills. Proficient in Microsoft Excel and Word. Effective interpersonal skills. Ability to manage confidential information. Must be able to work alone or in a team environment. Ability to read and interpret a variety of documents and reports including statistical information.