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
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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 notice from the Department of Labor.
Skills Required
- Bachelor's degree or equivalent combination of education and experience
- 15–20 years of professional experience, or equivalent combination of education and experience
- Experience analyzing and managing complex investment portfolios focused on equity securities
- Experience with liquid alternative investments
- Knowledge of risk models and quantitative investment strategies
- Strong asset allocation experience across global capital markets
- Microsoft Office Suite proficiency
First Horizon Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Horizon Bank and has not been reviewed or approved by First Horizon Bank.
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Retirement Support — Retirement offerings include a 401(k) plan with company matching contributions up to 6% of pre-tax income, alongside FSA/HSA options and a defined benefit pension plan. Stock purchase and equity programs (including options and RSUs) also add to longer-term wealth-building opportunities for eligible employees.
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Parental & Family Support — Parental leave is available for childbirth, adoption, foster parenting, or surrogacy, and adoption reimbursement is included in the package. These family-building benefits broaden support beyond traditional maternity/paternity leave structures.
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Wellbeing & Lifestyle Benefits — Wellbeing support includes an internal wellness program, an employee assistance program, and access to a digital wellness platform. Group life insurance and disability coverage (including no-cost options) strengthen financial protection and day-to-day support.
First Horizon Bank Insights
What We Do
When we opened our doors in 1864 on North Court Street in Memphis, we had a simple mission: to provide the best service to our customers, one opportunity at a time. In the 150 years that followed, our communities transformed and expanded. We’ve seen our business and banking in general grow and adapt to the changing needs of customers through the years. But one thing that will always remain constant is our commitment to financial integrity and to helping our customers take good care of their money.
