Trust Portfolio Specialist

3 weeks ago

Knoxville, United States First Horizon Full time
Location: On site at location listed in job posting.

Summary

First Horizon Advisors, Inc. provides integrated wealth management services to individuals, families, endowments, foundations, retirement plans and corporations across the Southeast. We currently manage approximately $13 billion of fiduciary assets.
We are seeking an investment professional who is comfortable working under pressure in a dynamic, everchanging environment to join our portfolio strategist team. This person must be good with the detail and have the people skills necessary to interact with clients. The Senior Portfolio Strategist oversees the investment of trust assets. This position reports to the local Trust Manager and the Wealth Management Director of Research.

Key Responsibilities
-Coordinate all portfolio activity with the account relationship managers: Trust Officers, Financial Advisor, and Private Client Bankers.
-Trading and rebalancing portfolios consisting of stocks, bonds, mutual funds, and ETFs
-Conducting bank trust department investment reviews (Reg 9 reviews)
-Develop investment rebalancing plans, including potential realized gain/loss analysis, in managing accounts to investment targets
-Generate performance reports for relationships managers
-Coordinate with 3rd party vendor to answer account related questions for clients and relationship managers.
-Meet with clients and prospects to deliver financial market updates, portfolio performance reviews, and financial planning.
-Work with clients and prospects to determine overall risk tolerance and develop appropriate asset allocations and investment policy statements
Portfolio Strategist representative to the working groups responsible for reviewing and approving Investment Risk Questionnaires and Investment Policy Statements.

Qualifications Include
-CFA charter holder, or Certified Financial Planner (CFP), or Series 65, or Series 66 Required
-10 years investment management industry experience
-5 years portfolio manager or strategist experience
-Experience presenting financial market updates and portfolio performance presentations to client and prospects
-Experience trading and rebalancing portfolios of stocks, bonds, mutual funds and ETFs
-Experience using Microsoft excel for modeling
-Experience conducting investment reviews (Reg 9) in a bank trust department
-Experience trading using Advent MOXY preferred

About Us
First Horizon is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. With $81.7 billion in assets as of December 31, 2023, we serve clients through a team of approximately ~7,300 associates and ~418 banking centers throughout the southeastern United States. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. 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.

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
•MoreFirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits

Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.

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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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