Junior Portfolio Strategist

Junior Portfolio Strategist

Location : Onsite at listed location

Summary : We're seeking a Junior Portfolio Strategist to join our Investment Team supporting Senior Strategists across the East Tennessee Trust markets. This role is ideal for analytical professionals who enjoy precision, structure, and contributing to investment outcomes without the pressure of client sales or presentations.

As a Junior Strategist, you'll support portfolio management through daily trading, portfolio maintenance, and compliance oversight for Trust accounts. You'll serve as the primary liaison with SEI, our investment platform partner, ensuring portfolios are executed accurately and efficiently. By streamlining these processes, you'll enable senior team members to focus on strategy, research, and client engagement.

This is a hands-on opportunity to build foundational experience in trust portfolio management, with exposure to investment reviews, performance reporting, and cross-regional collaboration.

We value disciplined analysis, attention to detail, and consistent executionqualities that make our investment process reliable and client outcomes strong. Candidates pursuing or considering the CFA designation are strongly encouraged to apply.

Key Responsibilities :

• Execute daily trading and cash management for Trust Portfolios.
• Serve as primary contact with SEI for trade resolution, portfolio maintenance, and vendor programs
• Monitor investment reviews and ensure timely completion.
• Prepare performance reports and marketing materials for Senior Strategist to use in client and prospect meetings
• Research current and potential investment strategies for existing and prospective clients
• Identify market trends and collaborate with Senior Strategists on rebalancing opportunities
• Monitor cash positions in client accounts and propose investment solutions
• Assist in operational risk assessment and compliance oversight

Qualifications :

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.

Benefit Highlights :