About Us
First Horizon Corp. (NYSE: FHN), with approximately $90 billion in assets, 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, mortgage, and title insurance 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.

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 a meticulous, flexible, and friendly investment professional who is comfortable working under pressure in a dynamic, everchanging environment. We seek someone who is interested in joining the portfolio strategist team as we continue to process our integration work from our merger with Iberia bank and as we prepare for our pending acquisition by TD bank. The Senior Portfolio Strategist oversees the administration and investment management of trust assets. The position reports to the local Trust Manager and the Wealth Management Director of Research.

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

Qualifications Include

• CFA charterholder, 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 clients and prospects
• Experience conducting due diligence on mutual funds and ETFs
• Experience trading and rebalancing portfolios of stocks, bonds, mutual funds, and ETFs
• Very comfortable modeling in Microsoft Excel
• Experience conducting investment reviews (Reg 9) in a bank trust department
• Experience trading using Advent MOXY preferred
• Experience with alternative investments preferred

Follow Us
Facebook - facebook.com/FirstHorizonBank
Twitter - twitter.com/FirstHorizonBnk
LinkedIn - linkedin.com/company/first-horizon-bank
Instagram - instagram.com/first_horizon
YouTube - youtube.com/channel/UCEVs5OMj-b0H9Dr5Q209_-Q

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.

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)