Director of Equities

First Horizon Bank • Charlotte, NC • 13h ago

Description

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

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:

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

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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 (https://www.eeoc.gov/poster) notice from the Department of Labor.

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