Director of Equities

First-Horizon-Bank; Charlotte (NC); On-site; USD 150,000 - 230,000; Full time

Job summary

First Horizon Bank seeks an experienced investment professional to manage complex equity portfolios, focusing on equities and liquid alternatives, with strong knowledge of risk models and quantitative strategies.

The role leads equity portfolio management policy and strategy, communicates investment decisions to boards, foundations, and high-net-worth clients, and collaborates with bankers and centers of influence to grow the business.

Qualifications

• Bachelor's degree required with 15–20 years of experience or equivalent.
• Strong knowledge of risk models and quantitative strategies.
• Experience with equity portfolios and global asset allocation.
• Excellent presentation and communication skills.
• Ability to present to boards and high net worth clients.

Responsibilities

• Lead equity portfolio management policies and strategy.
• Analyze client portfolios and recommend asset allocation or equity strategies.
• Prepare market write-ups and quarterly commentary.
• Coordinate with relationship managers and service providers to formulate solutions.
• Present to boards and centers of influence to grow the business.
• Mentor investment staff and ensure IPS alignment.
• Conduct regulatory investment reviews.
• Support fiduciary and asset management services awareness.

Skills

Quantitative analysis

Asset allocation

Risk modeling

Portfolio optimization

Communication skills

Stakeholder engagement

Education

Bachelor's degree

Tools

Microsoft Office

Job description

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