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Director of Equities

First Horizon


Job Location:

Charlotte, NC - USA

Monthly Salary: Not provided by the employer
Posted: 3 July 2026 (30+ days ago)
Application Deadline: 30 September 2026
Vacancies: 1 Vacancy

Job Summary

Location: Onsite listed in the posting.

SUMMARY

The incumbent will possess the knowledge experience and capability to analyze and manage complex investment portfolios with a focus on equity securities and experience with liquid alternative investments. They will be knowledgeable in risk models and quantitative strategies. They will have a strong foundation in asset allocation across global capital markets. The incumbent will lead equity portfolio management activities setting policy and addition to quantitative skills they will have strong interpersonal skills and the ability to present investments and service relationships. They will possess the skills and desire to effectively present to boards foundations high net worth families and employees within the organization while building strong working relationships with their fellow bankers and bank management and centers of influence to build and grow the overall business.


ESSENTIAL DUTIES AND RESPONSIBILITIES
Quantitative orientation to portfolio construction and selection including experience with risk models and optimization.
Asset allocation skills across a broad range of investable assets including equities alternative assets etc.
Clearly articulate the purpose and benefit of investment decisions asset allocation and asset selection
Actively participate in establishing the criteria weightings and rebalancing the global multi-asset class allocation models
Analyze prospect or clients portfolios and recommend the most appropriate asset allocation or equity strategies to achieve their goals
Assist in market write-ups quarterly commentary and product reviews
Communicate with relationship managers outside product and service providers service partners CPAs attorneys other professionals as necessary to formulate solutions to specific client needs
Conducts formal regulatory investment reviews
Effectively implement investment decisions in line with IPS
Provide guidance to equity portfolio management staff
Works in concert with the banks officers lenders and trust relationship management staff
Engages in presentations to further the awareness of our fiduciary and asset management services
Performs all other duties as assigned

SUPERVISORY RESPONSIBILITIES

1. Directly responsible for directing coordinating and evaluating designated units or certain personnel in accordance with the organizations policies and applicable laws. Responsibilities may include interviewing hiring and training employees; planning assigning and directing work; appraising performance; providing pay change recommendations; disciplining employees; addressing complaints and resolving problems.

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. Bachelor (4-year college) degree and 15-20 years of experience or equivalent combination of education and experience

COMPUTER AND OFFICE EQUIPMENT SKILLS
Microsoft Office suite

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 nations best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at .

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
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Required Experience:

Director


About Company

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First Horizon offers a variety of financial services nationwide. See how we serve our customers through personal, small business, commercial banking, and more.

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