Jobs · Sales · North Carolina

Director of Equities

First Horizon Bank · Charlotte, NC · Today
SalesFull-time

Essential Duties And Responsibilities

  • Quantitative orientation to portfolio construction and selection including experience with risk models and optimization.
  • Asset allocation skills across a broad range of investable assets, including equities, alternative assets, etc.
  • Clearly articulate the purpose and benefit of investment decisions, asset allocation, and asset selection.
  • Actively participate in establishing the criteria, weightings and rebalancing the global multi-asset class allocation models.
  • Analyze prospect or client’s portfolios and recommend the most appropriate asset allocation or equity strategies to achieve their goals.
  • Absorb and communicate with relationship managers, outside product and service providers, service partners – CPAs, attorneys, other professionals as necessary to formulate solutions to specific client needs.
  • Conducts formal regulatory investment reviews.
  • Effectively implement investment decisions in line with IPS.
  • Provide guidance to equity portfolio management staff.
  • Works in concert with the bank’s officers, lenders and trust relationship management staff.
  • Engages in presentations to further the awareness of our fiduciary and asset management services.

Qualifications

  • Bachelor (4-year college) degree and 15-20 years of experience or equivalent combination of education and experience.
  • Computer And Office Equipment Skills: Microsoft Office suite.

About Us

First Horizon Corporation 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, and mortgage banking 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. More information is available at www.FirstHorizon.com.

Benefit Highlights

  • Medical with wellness incentives, dental, and vision.
  • HSA with company match.
  • Maternity and parental leave.
  • Tuition reimbursement.
  • Mentor program.
  • 401(k) with 6% match.

Follow Us

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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