FHNF FINANCIAL ANALYST SR

Posted 7 Days Ago
Houston, TX, USA
In-Office
Senior level
Financial Services
The Role
Build and manage relationships with banks and other financial institutions, presenting fixed-income investment, loan participation, funding, and liquidity solutions. Analyze balance sheets, portfolios, liquidity ratios, interest rates, and market conditions to identify opportunities. Prepare client presentations and market commentary, support business development and transaction execution, maintain CRM records, and ensure compliance with banking and securities regulations.
Summary Generated by Built In
Key Responsibilities:Client Relationship Management:
  • Develop and maintain relationships with banks, credit unions, and other depository institutions.
  • Serve as a trusted point of contact for institutional clients regarding balance sheet and liquidity needs.
  • Conduct regular outreach to identify opportunities related to investments, funding, and loan strategies.
  • Assist senior sales professionals with client retention and business development initiatives.
Investment & Portfolio Solutions:
  • Present fixed income investment opportunities tailored to clients’ risk profiles, liquidity positions, and earnings goals.
  • Support the sale and servicing of products such as:
    • U.S. Treasuries
    • Agency securities
    • Mortgage-backed securities
    • Municipal bonds
    • CDs and short-term investments
  • Monitor market conditions and communicate relevant trends, rates, and portfolio strategies to clients.
Loan & Liquidity Management:
  • Help institutions evaluate loan participation and loan purchase opportunities.
  • Assist clients in managing on- and off-balance-sheet liquidity strategies.
  • Coordinate funding solutions and liquidity products to support asset/liability management objectives.
  • Collaborate with internal trading, analytics, and operations teams to execute transactions efficiently.
Market & Financial Analysis:
  • Analyze balance sheet composition, liquidity ratios, and investment portfolios to identify opportunities.
  • Prepare client presentations, portfolio reviews, and market commentary.
  • Track interest rate movements, economic indicators, and regulatory developments affecting depository institutions.
  • Maintain CRM records, pipeline activity, and sales reporting.
Compliance & Operational Support:
  • Ensure all activities comply with applicable banking and securities regulations and internal policies.
  • Support transaction documentation, onboarding, and operational follow-through.
  • Maintain knowledge of institutional fixed income products and regulatory requirements.
Qualifications:
  • Bachelor’s degree in finance, Economics, Business, Accounting, or related field.
  • 1–3 years of experience in financial services, institutional sales, banking, treasury management, or fixed income preferred.
  • Understanding of:
    • Bank balance sheets
    • Fixed income securities
    • Liquidity management concepts
    • Interest rate risk and asset/liability management
  • Strong interpersonal, communication, and presentation skills.
  • Proficiency in Microsoft Excel, PowerPoint, and CRM platforms.
  • FINRA licenses (Series 7 and 63/65 or willingness to obtain) may be preferred depending on role structure.
Preferred Skills:
  • Knowledge of institutional investment products and capital markets.
  • Ability to interpret financial statements and regulatory reports.
  • Strong analytical and quantitative abilities.
  • Self-starter with a consultative sales mindset.
  • Ability to manage multiple client relationships in a fast-paced environment
Compensation & Benefits:
  • Competitive base salary plus incentive/commission opportunities.
  • Health, dental, and vision insurance.
  • Retirement and 401(k) benefits.
  • Professional development and licensing support.
  • Opportunities for career advancement within institutional sales and capital markets.

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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Skills Required

  • Bachelor’s degree in finance, economics, business, accounting, or a related field
  • 1–3 years of experience in financial services, institutional sales, banking, treasury management, or fixed income
  • Understanding of bank balance sheets, fixed-income securities, liquidity management, interest-rate risk, and asset/liability management
  • Strong interpersonal, communication, and presentation skills
  • Proficiency in Microsoft Excel, PowerPoint, and CRM platforms
  • FINRA Series 7 and Series 63 or 65 licenses, or willingness to obtain them
  • Knowledge of institutional investment products and capital markets
  • Ability to interpret financial statements and regulatory reports
  • Strong analytical and quantitative abilities
  • Self-starter with a consultative sales mindset
  • Ability to manage multiple client relationships in a fast-paced environment

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: Memphis, TN
6,494 Employees
Year Founded: 1864

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.

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