FHNF FINANCIAL ANALYST SR

First Horizon Bank

Houston (TX)

On-site

USD 70,000 - 120,000

Full time

3 days ago

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Benefits offered by this job

Competitive base salary + incentive/佣

Health, dental, and vision insurance

401(k) with match

Professional development and licensing

Job summary

First Horizon Bank in Houston seeks an Institutional Sales professional to build and maintain client relationships with banks and depository institutions. You will advise on balance sheet and liquidity needs, identify opportunities in investments and funding, and support senior sales staff in business development initiatives.

You will present fixed income opportunities tailored to risk profiles, liquidity positions, and earnings goals while supporting U.S.

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, and interest rate risk.
Strong interpersonal, communication, and presentation skills.
Proficiency in Excel, PowerPoint, and CRM platforms; FINRA licenses may be preferred.

Responsibilities

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.
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, CDs and short-term investments.
Monitor market conditions and communicate relevant trends, rates, and portfolio strategies to clients.

Skills

Interpersonal skills

Communication

Presentation skills

Relationship building

Education

Bachelor's degree in finance, Economics, Business, Accounting, or related field

Tools

Microsoft Excel

PowerPoint

CRM platforms

Job description

Job Description

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.
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, CDs and short-term investments.
Monitor market conditions and communicate relevant trends, rates, and portfolio strategies to clients.

Key Responsibilities

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