Summer Intern- Investment Services

The Investment Services Intern is responsible for participating in and contributing to a variety of initiatives and projects as well while gaining a working hands-on knowledge of the subject matter(s) covered. Responsibilities may include, but are not limited to, developing expertise in the assigned areas, analyzing and reporting on various subjects, coordinating efforts across and within business lines, assisting with various client activities and communicating with various levels of internal staff.

• Assist in preparing account opening docs and assisting with account maintenance.

• Effectively work with Investment Services Coordinator to notify associates of continuing education requirements, investment report generation and other service opportunities.

• Participate in marketing efforts utilizing Investment marketing systems.

• Work with team with scheduled daily tasks, reporting and ad hoc requests.

• Proactively seek knowledge and mentorship from team members and leaders to develop a thorough understanding of investment products, services, programs and systems.

• Participate in meetings with management to learn about the company's objectives and processes.

• Participate in special projects or other assignments, as needed, to support the department.

• Participate in the department's various continuous improvement initiatives.

None

• Minimum preferred cumulative GPA of 3.0 or higher.

• Currently pursuing a Bachelor's or Master's degree required.

• Business majors with emphasis on investment related studies preferred.

• Be a highly motivated self-starter who takes initiative.

• Demonstrates strong analytical and problem-solving skills.

• Possesses critical thinking, communication and teamwork skills.

• Authorized to work in the U.S. on a permanent basis. Note, Hancock Whitney will not provide any assistance or sign any documentation to support immigration sponsorship or benefit including but not limited to optional practical training (OPT) or curricular practical training (CPT).

• Ability to travel if required to perform the essential job functions.

• Ability to work under stress and meet deadlines.

• Ability to operate related equipment to perform the essential job functions.

• Ability to read and interpret a document 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.