Portfolio Strategist in Knoxville, TN at First Tennessee Bank

Date Posted: 9/6/2019

Job Snapshot

Job Description

Portfolio Strategist

Location: 800 South Gay Street

Full Time Monday - Friday
8:00 AM - 5:00 PM

Position Overview:
The Portfolio Strategist will partner with the Senior Portfolio Strategists for the East Tennessee and North Carolina markets and the East Tennessee Trust departments. This individual will be responsible for the day-to-day trading and compliance oversight for applicable Trust accounts. The Strategist will be the primary contact with SEI, the Trust department’s external third-party vendor in the areas of portfolio maintenance, trade resolution and other programs provided by SEI. This will require strong technical, analytical and problem-solving skills as well as customer service delivery and poise under pressure.
Essential Duties and Responsibilities:

Responsibilities include managing day-to-day contact with service providers, processing of trades as needed to meet cash requirements and/or investing accounts, monitoring and ensuring investment reviews are complete and current, and providing support in these areas for the other trust regions as necessary. Other duties include the creation of performance reporting presentations for existing accounts and marketing presentations for prospective accounts, and research of current and potential investment strategies for existing and prospective clients.
Requirements Education and/or Work Experience Requirements:

• Bachelor's degree required
• Ability to make decisions regarding operational and administrative risks
• Strong analytical and problem-solving skills
• Proficient computer skills
• Attention to detail and ability to identify potential issues
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  • All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, gender stereo typing, and age. First Tennessee is an EO employer – M/F/Vets/Disabled.
  • Please view Equal Employment Opportunity Posters provided by OFCCP