Director of Equities

First Horizon Bank

Charlotte, NC

Apply

JOB DETAILS

SKILLS

Analysis Skills, Asset Management, Bank Management, Banking Services, Brokerage, Business Growth, Capital Allocation, Capital Markets, Certified Public Accountant (CPA), Commercial Banking, Communication Skills, Construction, Employee Relationship Management (ERM), Equity Securities, Fiduciary, Financial Services, Fixed Income Investments, High Net Worth, Intrusion Prevention Systems, Investment Management, Loans, Mortgage, People Management, Private Banking, Problem Solving Skills, Product Reviews, Regulations, Retail, Risk Modeling, Sales Prospecting, Small Business, Strategic Planning, Wealth Management

LOCATION

Charlotte, NC

POSTED

2 days ago

Location: Onsite listed in the posting.

SUMMARY

The incumbent will possess the knowledge, experience and capability to analyze and manage complex investment portfolios with a focus on equity securities and experience with liquid alternative investments. They will be knowledgeable in risk models and quantitative strategies. They will have a strong foundation in asset allocation across global capital markets. The incumbent will lead equity portfolio management activities setting policy and strategy. In addition to quantitative skills, they will have strong interpersonal skills and the ability to present investments and service relationships. They will possess the skills and desire to effectively present to boards, foundations, high net worth families, and employees within the organization while building strong working relationships with their fellow bankers and bank management and centers of influence to build and grow the overall business.

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
• Assist in market write-ups, quarterly commentary, and product reviews
• 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
• Performs all other duties as assigned

SUPERVISORY RESPONSIBILITIES

1. Directly responsible for directing, coordinating, and evaluating designated units or certain personnel in accordance with the organization's policies and applicable laws. Responsibilities may include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

1. 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
• More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube

About the Company

First Horizon Bank

Resume Resources

Free Resume Templates Free Resume Builder