FHN Financial Portfolio Accounting is the leading provider of fee-based investment management services for depository institutions to banks and credit unions nationwide. The Senior Financial Analyst serves as the key client-facing resource, providing analytical, accounting, and system support to institutional investment management clients. This role requires a high level of customer interaction and strong communication skills, with regular engagement via phone and electronic channels.
The Senior Financial Analyst supports clients using FHN Financial's portfolio accounting systems by assisting with monthly accounting reconciliations, updating trade activity, and processing report reruns to ensure that accuracy and integrity of client reporting. This role also includes troubleshooting, internal systems maintenance and updates, resolving reporting discrepancies, and providing guidance on system functionality.
In addition, the Senior Financial Analyst trains clients on navigating the FHN Financial website, performing online maintenance, accessing monthly management reports, and running analytical reports. The position creates customized reports and data files for sales representatives and portfolio accounting clients to support investment analysis and client servicing.
Required Qualifications
- Bachelor's degree in Finance/Accounting or Related Fields
- Prior experience with Yieldbook, Bloomberg, and Excel spreadsheets is preferred.
- The position also requires experience that indicates an understanding of different types of fixed income investments
- Excellent customer service and written/verbal communication skills.
- Excellent computer skills with knowledge of email functions and Microsoft Office.
- The ability to maintain organization while multi-tasking.
- Ability to work independently without direct supervision while under pressure to meet deadlines.
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 notice from the Department of Labor.
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What We Do
Few financial firms can boast a history dating back to 1864. Yet for over 155 years, FHN Financial has been dedicated to helping our customers achieve their fixed income goals. Whether you want to buy or sell securities, need help managing your balance sheet, or seek to limit interest rate risk, we can deliver the appropriate products and services, precisely tailored to your needs. We’re confident you won’t find a more responsive, customer-focused fixed income shop anywhere. FHN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customers in the US and abroad. We also provide investment services and balance sheet management solutions. With an average daily trading volume of $7+ billion, FHN Financial customers include approximately 50% of all US banks.
