Martin and Portfolio Manager Senior

Description

Location: On site at location listed in job posting

Summary

Portfolio Manager / Business Development Officer at a Registered Investment Adviser with $1.5 billion in assets under management. Collaborate with a team of portfolio managers to develop and execute investment strategies for Martin & Company.

Key Responsibilities Include:

• Assist in equity and fixed income research and portfolio management for the firm’s investment strategies.
• Serve as the primary portfolio manager for clients: establish investment objectives, manage client portfolios, provide regular reports, and conduct meetings and reviews.
• Support business development efforts: complete RFPs, prepare presentations, and build relationships with prospective clients.

Qualifications Include:

• Bachelor’s degree (4-year college)
• 10+ years of investment and portfolio management experience or an equivalent combination of education and experience
• Proficiency with Microsoft Outlook, Word, and Excel

About Us

First Horizon Corporation is a leading regional financial services company dedicated to helping clients, communities, and associates unlock their potential through capital and counsel. Headquartered in Memphis, TN, First Horizon Bank operates in 12 states across the southern U.S. The company offers services including commercial, private banking, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking. Recognized as one of the nation's best employers by Fortune and Forbes, and a Top 10 Most Reputable U.S. Bank.

More information at

Benefit Highlights:

• Medical, dental, and vision insurance with wellness incentives
• HSA with company match
• Maternity and parental leave
• Tuition reimbursement
• Mentor program
• 401(k) plan with 6% match

Learn more at

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Equal Opportunity Employer. This employer complies with federal employment laws and provides rights information via the Know Your Rights notice from the Department of Labor.