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Portfolio Strategist
First Horizon National Corporation
Memphis, TN, United States
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Description
Position Overview:
FTN Financial is a broker-dealer that works with over 5,000 institutional customers, included one-quarter of all US banks. The Portfolio Strategies Group works closely with our sales representatives and their institutional customers, with a particular focus on our bank customers. The group is presently made up of six members on the Memphis trading floor and three members in our Houston office. This open position is on our Memphis trading floor and we are specifically looking for someone with at least 2 years of experience at an accounting firm.
Requirements
Essential Duties and Responsibilities:
• Use FTN’s proprietary web platform to analyze the impact of investment portfolio restructures.
• Develop a proficiency in bond analysis as well as an understanding of bank portfolios and balance sheets.
• Assist sales reps in presenting portfolio strategies to their institutional customers.
• Help customers understand the accounting implications of various strategies.
• Assist in the preparation of articles related to specific portfolio strategies as well as with selected regulatory, accounting and tax issues.
• Participate in presentations given at FTN sponsored or trade group conferences.
Education and/or Work Experience Requirements:
• Bachelor degree in accounting
• At least 2 years of experience, preferably with an accounting firm
• CPA or CPA candidate
• Self-directed worker with minimal need for daily instruction on key tasks.
• Flexibility to adapt to changing tasks as market shifts alter priorities and work flow.
• Skilled at using Microsoft Office