Trustmark Bank
Overview
The purpose of this role is to provide analytical, operational, and backup support to all functions and financial processes in Treasury Administration.
Responsibilities
Produce analytical reports and economic charts for senior management concerning Treasury Administration functions, including asset/liability modeling, funds transfer pricing, loan and deposit pricing, variance and profitability reporting, investment portfolio and bank funding analysis and accounting.
Perform research, analysis, standardized project management, modeling and support for Treasury management on a variety of initiatives.
Create, collect, organize and retain supporting documentation, including compliance material required for Treasury functions and activities and for monitoring Sarbanes-Oxley control procedures.
Continuously train to provide backup support to all Treasury job functions.
Perform additional duties as assigned.
Level II Additional Responsibilities
Provide training to other team members to ensure backup support to all Treasury job functions within the Treasury Department.
Develop improved and advanced financial and economic models to enhance internal analysis and forecasting.
Perform additional duties as assigned.
Level III Additional Responsibilities
Correctness and reasonableness of analytical work, including:
Investigate mathematical processes.
Compare results across multiple methods or prior results.
Interpret modeling results.
Communicate results.
Comply with regulations and reporting requirements.
Escalate findings for immediate attention when necessary.
Make recommendations to management based on analytical results.
Continuously provide guidance, training, and mentoring to less experienced Treasury Analysts to ensure backup support, and may have supervisory responsibility for other analysts.
Develop improved and advanced financial and economic models to enhance analysis, forecasting and recommend solutions and alternatives to management.
Perform additional duties as assigned.
Qualifications
Bachelor’s degree in Banking, Finance, Accounting or related field.
General understanding or experience in investment and capital market instruments, financial theory and analysis, quantitative and statistical techniques, banking products and theory.
Mathematical, analytical and modeling skills.
Desire to learn new computer-based analytical applications.
Ability to produce accurate financial analysis.
Must pass intermediate exam in Excel, Access, PowerPoint and Word.
Strong verbal and written communication skills.
Knowledge of SQL or Visual Basic programming preferred.
Preferred—MBA, CFA, CPA or equivalent.
Trustmark MDA program completion or prior Treasury or corporate finance experience preferred.
Level II Additional Qualifications
Bachelor’s degree in Banking, Finance, Accounting or related field.
Two (2) years of previous experience in Treasury or Corporate Finance or a completed postgraduate education (MBA or Master’s).
Proven forecasting experience with computer modules.
Functional understanding of investment and capital market instruments, financial theory and analysis, quantitative and statistical techniques, banking products and theory.
Knowledge of SQL or Visual Basic programming.
Strong analytical comprehension.
Proficiency with computer-based analytical applications.
Project management, goal setting and timetable management.
Strong verbal and written communication skills.
Bloomberg experience preferred.
Working toward one of: CFA, CPA, MBA or equivalent.
Level III Additional Qualifications
Bachelor’s degree in Banking, Finance, Accounting or related field.
Two (4) years of experience in Treasury or Corporate Finance or a completed postgraduate education (MBA) plus two years of Treasury or Corporate Finance experience.
Proven forecasting experience with computer modules.
Must possess at least one of: CFA, CPA, MBA or equivalent.
SQL, SAS, or Visual Basic programming experience.
Comprehensive understanding of investment and capital market instruments, financial theory and analysis, quantitative and statistical techniques, banking products and theory.
Strong analytical comprehension.
Proficiency with computer-based analytical applications.
Independent production of accurate financial analysis reports.
Project, goal and timetable management.
Must pass intermediate exam in Excel, Access, PowerPoint and Word.
Bloomberg experience preferred.
Physical Requirements/Working Conditions Must be able to sit for long periods of time and use computer keyboard and/or mouse while viewing computer screens.
Note:
This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
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Responsibilities
Produce analytical reports and economic charts for senior management concerning Treasury Administration functions, including asset/liability modeling, funds transfer pricing, loan and deposit pricing, variance and profitability reporting, investment portfolio and bank funding analysis and accounting.
Perform research, analysis, standardized project management, modeling and support for Treasury management on a variety of initiatives.
Create, collect, organize and retain supporting documentation, including compliance material required for Treasury functions and activities and for monitoring Sarbanes-Oxley control procedures.
Continuously train to provide backup support to all Treasury job functions.
Perform additional duties as assigned.
Level II Additional Responsibilities
Provide training to other team members to ensure backup support to all Treasury job functions within the Treasury Department.
Develop improved and advanced financial and economic models to enhance internal analysis and forecasting.
Perform additional duties as assigned.
Level III Additional Responsibilities
Correctness and reasonableness of analytical work, including:
Investigate mathematical processes.
Compare results across multiple methods or prior results.
Interpret modeling results.
Communicate results.
Comply with regulations and reporting requirements.
Escalate findings for immediate attention when necessary.
Make recommendations to management based on analytical results.
Continuously provide guidance, training, and mentoring to less experienced Treasury Analysts to ensure backup support, and may have supervisory responsibility for other analysts.
Develop improved and advanced financial and economic models to enhance analysis, forecasting and recommend solutions and alternatives to management.
Perform additional duties as assigned.
Qualifications
Bachelor’s degree in Banking, Finance, Accounting or related field.
General understanding or experience in investment and capital market instruments, financial theory and analysis, quantitative and statistical techniques, banking products and theory.
Mathematical, analytical and modeling skills.
Desire to learn new computer-based analytical applications.
Ability to produce accurate financial analysis.
Must pass intermediate exam in Excel, Access, PowerPoint and Word.
Strong verbal and written communication skills.
Knowledge of SQL or Visual Basic programming preferred.
Preferred—MBA, CFA, CPA or equivalent.
Trustmark MDA program completion or prior Treasury or corporate finance experience preferred.
Level II Additional Qualifications
Bachelor’s degree in Banking, Finance, Accounting or related field.
Two (2) years of previous experience in Treasury or Corporate Finance or a completed postgraduate education (MBA or Master’s).
Proven forecasting experience with computer modules.
Functional understanding of investment and capital market instruments, financial theory and analysis, quantitative and statistical techniques, banking products and theory.
Knowledge of SQL or Visual Basic programming.
Strong analytical comprehension.
Proficiency with computer-based analytical applications.
Project management, goal setting and timetable management.
Strong verbal and written communication skills.
Bloomberg experience preferred.
Working toward one of: CFA, CPA, MBA or equivalent.
Level III Additional Qualifications
Bachelor’s degree in Banking, Finance, Accounting or related field.
Two (4) years of experience in Treasury or Corporate Finance or a completed postgraduate education (MBA) plus two years of Treasury or Corporate Finance experience.
Proven forecasting experience with computer modules.
Must possess at least one of: CFA, CPA, MBA or equivalent.
SQL, SAS, or Visual Basic programming experience.
Comprehensive understanding of investment and capital market instruments, financial theory and analysis, quantitative and statistical techniques, banking products and theory.
Strong analytical comprehension.
Proficiency with computer-based analytical applications.
Independent production of accurate financial analysis reports.
Project, goal and timetable management.
Must pass intermediate exam in Excel, Access, PowerPoint and Word.
Bloomberg experience preferred.
Physical Requirements/Working Conditions Must be able to sit for long periods of time and use computer keyboard and/or mouse while viewing computer screens.
Note:
This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
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