FHNF PORTFOLIO ACCOUNTING FINANCIAL ANALYST

FHN Financial; Memphis, Northern (TN, KY); Híbrido; USD 60 000 - 85 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program

401(k) with 6% match

Resumo da oferta

FHN Financial in Memphis seeks a Financial Analyst to support its investment management platform through asset and liability modeling, balance sheet analytics, and strategic financial analysis.

The role requires strong customer service, experience with bond accounting and fixed income tools, and proficiency in Excel; responsibilities include client support, reporting, and training.

Qualificações

• Bachelor’s degree in Finance/Accounting or related field.
• Experience with bond accounting and fixed income products.
• Proficiency with Yieldbook, Bloomberg, and Excel.
• Strong customer service and written/verbal communication skills.
• Ability to multitask and meet deadlines under pressure.

Responsabilidades

• Support investment management platform through asset and liability modeling and balance sheet analytics.
• Provide strategic financial analysis to support institutional clients and decision making.
• Assist customers with monthly accounting reconciliation issues and update monthly trade activity.
• Train customers to navigate the portfolio accounting website and use reporting tools.
• Create and maintain reports and files for sales representatives and portfolio accounting clients.
• Maintain updates within FHN Financial databases and systems.

Conhecimentos

Bond accounting

Yieldbook

Bloomberg

Excel

Customer service

Communication

Time management

Independent work

Formação académica

Bachelor’s degree in Finance/Accounting

Ferramentas

Microsoft Office

Descrição da oferta de emprego

FHN Financial Portfolio Accounting is the leading provider of fee‑based investment management services for depository institutions to banks and credit unions nationwide. We are seeking a Financial Analyst to support our investment management platform through asset and liability modeling, balance sheet analytics, and strategic financial analysis. This position plays a key role in supporting institutional clients and driving informed decisions. This position requires a high level of customer service including phone and email communication to support customers on the portfolio accounting system of FHN Financial. Analysts assist customers with monthly accounting reconciliation issues, updating monthly trade activity and processing re‑runs to update and/or correct the initial reports rendered. Analysts train customers to navigate the website, perform online maintenance, access monthly management reports and run analytical reports. Analysts create additional reports and files for the sales representatives and portfolio accounting clients. This position is also responsible for maintaining updates within FHN Financial databases. An extensive knowledge of accounting, fixed income products, and Microsoft Office along with an aptitude for learning the various systems used by FHN Financial is required.

Required Qualifications

1. Bachelor’s degree in Finance/Accounting or Related Fields
2. Prior experience with bond accounting, Yieldbook, Bloomberg, and Excel spreadsheets is preferred.
3. The position also requires experience that indicates an understanding of different types of fixed income investments
4. Excellent customer service and written/verbal communication skills.
5. Excellent computer skills with knowledge of email functions and Microsoft Office.
6. The ability to maintain organization while multi-tasking.
7. 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

Follow Us

• Facebook
• X formerly Twitter
• LinkedIn
• Instagram
• YouTube