• Research Consultant

    First Horizon Bank (Raleigh, NC)


    Description

    **Summary** :

     

    Member of the investment management team. Supports senior investment management staff assisting with investment oversight, research requests and updating materials for internal and external distribution.

     

    **Essential Duties and Responsibilities** :

     

    Supports multiple professionals engaged in investment management, manager due diligence, equity research and marketing support

    Portfolio Monitoring

    + Track performance of proprietary investment portfolios

    + Identify and evaluate underlying drivers of performance

    + Participate in equity research and mutual fund model portfolio working group meetings

    + Take notes and assist with gathering supporting data to support productive working group meetings

    Due Diligence

    + Perform initial screening for potential new investments

    + Participate in and take notes on regular update calls with existing fund managers

    + Review quarterly earnings reports of portfolio companies

    Administrative

    • Sources data and provides commentary to support periodic internal updates and client presentations

    • Prepares materials for use in monthly Investment Committee meetings

    • Collects and updates information used in RFP responses; compiles the responses to RFPs

    • Perform all other duties as assigned

    **Qualifications** :

     

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:

     

    1. Undergraduate college degree in finance or an investment-related field and 3-5 years of experience or equivalent combination of education and experience

    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. More information is available at www.FirstHorizon.com.

    Benefit Highlights

    • Medical with wellness incentives, dental, and vision

    • HSA with company match

    • Maternity and parental leave

    • Tuition reimbursement

    • Mentor program

    • 401(k) with 6% match

    • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefit

     

    Follow Us

    Facebook

    X formerly Twitter

     

    LinkedIn

     

    Instagram

     

    YouTube

     

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

     

    This employer is required to notify all applicants of their rights pursuant to federal employment laws.

     

    For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.