Martin and Company Portfolio Manager Senior
About The Position
Portfolio Manager / Business Development Officer at Registered Investment Adviser with $1.5 billion in assets under management. Work with a team of portfolio managers in the development and execution of the Martin & Company investment strategies. 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.
Requirements
- Bachelor (4-year college) degree
- 10+ years of experience of investment and portfolio management experience
- an equivalent combination of education and experience
- Experience with Microsoft Outlook, Word, and Excel
Responsibilities
- Assist in equity and fixed income research and portfolio management for the firm's investment strategies
- Serve as the primary portfolio manager for clients: establishing investment objectives, managing the client investment portfolio, providing regular reporting, and conducting client meeting and reviews.
- Assist in business development opportunities: Completing RFPs, presentations, and developing relationships with prospective clients.
Benefits
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Credit Intermediation and Related Activities
Number of Employees
5,001-10,000 employees
