Junior Portfolio Strategist, Knoxville-TN Job at First Horizon Bank
About Us
First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank.
The Junior Portfolio Strategist will partner with the Senior Portfolio Strategists for the East Tennessee and North Carolina markets and the East Tennessee Trust departments. This individual will be responsible for the day-to-day trading and compliance oversight for applicable Trust accounts. This individual will be the primary contact with SEI, the Trust department’s external third-party vendor, in the areas of portfolio maintenance, trade resolution and other programs provided by SEI. This will require strong technical, analytical and problem-solving skills as well as customer service delivery and poise under pressure.
Essential Duties and Responsibilities:
Responsibilities include managing day-to-day contact with service providers, processing of trades as needed to meet cash requirements and/or investing accounts, monitoring and ensuring investment reviews are complete and current, providing support in these areas for the other trust regions if necessary, creation of performance reporting presentations for existing accounts and marketing presentations for prospective accounts, and research of current and potential investment strategies for existing and prospective clients.
- Bachelor's degree required
- Ability to make decision regarding operational and administrative risks
- Strong analytical and problem-solving skills
- Proficient computer skills including all Microsoft Office applications
- Attention to detail and ability to identify potential issues
- Experience with trust and RIA back office and trading systems preferred
- Experience with Moxy, Advent, Zephyr, Morningstar, and Fi360 preferred
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More - FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook - facebook.com/FirstHorizonBank
Twitter - twitter.com/FirstHorizonBnk
LinkedIn - linkedin.com/company/first-horizon-bank
Instagram - instagram.com/first_horizon
YouTube - youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q
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)
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