Location : On site at location listed in job posting Summary Portfolio Manager / Business Development Officer at Registered Investment Adviser with $1.5 billion in assets under management. Work with a team of portfolio managers in the development and execution of the Martin & Company investment strategies. 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 : establishing investment objectives, managing the client investment portfolio, providing regular reporting, and conducting client meeting and reviews. Assist in business development opportunities : Completing RFPs, presentations, and developing relationships with prospective clients. Qualifications Include Bachelor (4-year college) degree 10 years of experience of investment and portfolio management experience an equivalent combination of education and experience Experience with Microsoft Outlook, Word, and Excel About UsFirst 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
Portfolio Manager • Knoxville, TN, United States