Financial Analyst
Charlotte, NC - USA
Department:
Job Summary
Location: Onsite listed in the posting
Summary
Growth oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role provides assistance to the Head of Wholesale Public Funds by performing daily support activities related to client addition this individual will act as the point of contact for the Groups clients for all servicing requests related to the client relationship and keep the Head of WPF informed as appropriate. To be effective in this high visibility role the analyst/specialist must be well-organized detail-oriented possess superior analytical and communications skills and have a strong work ethic.
Top candidates must be able to demonstrate a history of:
- Constructing processes for financial analysis reporting and data management
- Summarizing key findings and preparing succinct presentations for senior management
- Meeting deadlines while taking the initiative to drive complex projects to completion
Exciting opportunity to join a high caliber team! Top performers will be rewarded with significant exposure to key leaders across multiple departments and opportunities for formal and informal mentorship. High Achievers in this role will
Job responsibilities
- Assists Head of WPF by performing daily support activities related to client relationships and keeps the Head of WPF informed when appropriate
- Acts as point of contact for Wholesale clients for all servicing requests related to client relationship
- Attend weekly scheduled meetings with the Team to discuss workflow items such as client updates new pipeline items servicing requests data reporting etc.
- Acts as liaison between the Team and other areas of the bank regarding processes and procedures. Manage due diligence requirements for prospective clients
- Assists with sales support functions to include marketing requests client and prospect presentations and building prospect information files
- Opens new deposit products for clients
- Maintains client records for deposit accounts
- Supports the Team with miscellaneous administrative tasks as assigned
- Perform economic industry and regulatory research
- Assist other teams within Corporate Treasury on Public Funds deposit pricing and other ad-hoc assignments as needed.
- Constructing processes for financial analysis reporting and data management
- Summarizing key findings and preparing succinct presentations for senior management
Required qualifications capabilities and skills.
- Bachelors degree
- 3 - 5 years of experience in the banking industry (Finance Risk Audit Business Intelligence or Product team) or State and Local Government highly preferred
- Demonstrated ability to summarize analysis and research clearly and concisely in verbal and written form
- Self-starter who can independently provide high quality detail-oriented work
- Proficient in Microsoft Office suite (Excel PowerPoint Word)
- Team player with strong interpersonal skills
- Strong time management and organizational skills with the ability to multi-task
- High achiever who is looking for an appealing role with strong potential for career development and growth.
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:
IC
About Company
First Horizon offers a variety of financial services nationwide. See how we serve our customers through personal, small business, commercial banking, and more.