Director of Equities
First Horizon Bank - Charlotte, NC
Hiring: Director of Equities Company: First Horizon Bank Location: Charlotte, NC Job Posted Time: 2026-09-17 10:16:36 Target Skills & Keywords : Capital Markets, Equities, Fixed Income, Microsoft Office, Portfolio Management, Private Banking About the job Experience: •15-20 years of experience or equivalent combination of education and experience •20 years of experience or equivalent combination of education and experience Required Skills: •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 Qualifications: •Bachelor (4-year college) degree and 15-20 years of experience or equivalent combination of education and experience •Computer And Office Equipment Skills •Medical with wellness incentives, dental, and vision Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!