Senior Director, Equity Portfolio Strategy

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

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.