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Financial Analyst

First Horizon Bank

Charlotte, NC

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JOB DETAILS
SKILLS
Administrative Skills, Analysis Skills, Banking Services, Brokerage, Business Intelligence, Calendar Management, Capital Markets, Career Development, Commercial Banking, Communication Skills, Customer Relations, Customer Support/Service, Data Management, Detail Oriented, Due Diligence, Facebook, Finance, Financial Analysis, Financial Reporting, Financial Services, Fixed Income Investments, Interpersonal Skills, Local Government, Marketing, Mentoring, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Microsoft Word, Mortgage, Multitasking, Organizational Skills, Presentation/Verbal Skills, Pricing, Private Banking, Process Analysis, Record Keeping, Regulations, Requirements Management, Retail, Risk, Sales Presentation, Sales Prospecting, Sales Support, Small Business, State Government, Team Player, Time Management, Top Sales Rep, Treasury, Wealth Management, Wholesale Industry, Windows Presentation Foundation (WPF)
LOCATION
Charlotte, NC
POSTED
Today
Location: Onsite listed in the posting

Summary

Growth oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role provides assistance to the Head of Wholesale Public Funds by performing daily support activities related to client relationships. In addition, this individual will act as the point of contact for the Group's clients for all servicing requests related to the client relationship and keep the Head of WPF informed as appropriate. To be effective in this high visibility role the analyst/specialist must be well-organized, detail-oriented, possess superior analytical and communications skills, and have a strong work ethic.

Top candidates must be able to demonstrate a history of:
  • Constructing processes for financial analysis, reporting, and data management
  • Summarizing key findings and preparing succinct presentations for senior management
  • Meeting deadlines while taking the initiative to drive complex projects to completion

Exciting opportunity to join a high caliber team! Top performers will be rewarded with significant exposure to key leaders across multiple departments and opportunities for formal and informal mentorship. High Achievers in this role will

Job responsibilities
  • Assists Head of WPF by performing daily support activities related to client relationships and keeps the Head of WPF informed when appropriate
  • Acts as point of contact for Wholesale clients for all servicing requests related to client relationship
  • Attend weekly scheduled meetings with the Team to discuss workflow items such as client updates, new pipeline items, servicing requests, data reporting, etc.
  • Acts as liaison between the Team and other areas of the bank regarding processes and procedures. Manage due diligence requirements for prospective clients
  • Assists with sales support functions to include marketing requests, client and prospect presentations and building prospect information files
  • Opens new deposit products for clients
  • Maintains client records for deposit accounts
  • Supports the Team with miscellaneous administrative tasks as assigned
  • Perform economic, industry, and regulatory research
  • Assist other teams within Corporate Treasury on Public Funds deposit pricing and other ad-hoc assignments as needed.
  • Constructing processes for financial analysis, reporting, and data management
  • Summarizing key findings and preparing succinct presentations for senior management

Required qualifications, capabilities, and skills.
  • Bachelor's degree
  • 3 - 5 years of experience in the banking industry (Finance, Risk, Audit, Business Intelligence, or Product team) or State and Local Government highly preferred
  • Demonstrated ability to summarize analysis and research clearly and concisely in verbal and written form
  • Self-starter who can independently provide high quality, detail-oriented work
  • Proficient in Microsoft Office suite (Excel, PowerPoint, Word)
  • Team player with strong interpersonal skills
  • Strong time management and organizational skills with the ability to multi-task
  • High achiever who is looking for an appealing role with strong potential for career development and growth.


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

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First Horizon Bank

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