Martin and Company Portfolio Manager Senior jobs in United States
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First Horizon Bank · 1 week ago

Martin and Company Portfolio Manager Senior

First Horizon Bank is a leading regional financial services company, and they are seeking a Senior Portfolio Manager / Business Development Officer. The role involves managing client investment portfolios, conducting research, and assisting in business development opportunities.

BankingFinanceFinancial ServicesRisk Management
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Investment managementPortfolio managementBusiness developmentClient relationship managementMicrosoft Excel

Required

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

Benefits

Medical with wellness incentives, dental, and vision
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match

Company

First Horizon Bank

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First Horizon Bank provides personal, business, and corporate banking, and private client services, to families and businesses.

H1B Sponsorship

First Horizon Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (31)
2023 (15)
2022 (17)
2021 (19)
2020 (16)

Funding

Current Stage
Late Stage

Leadership Team

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Hope Dmuchowski
Chief Financial Officer
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Ben Hopper
Senior Vice President, Head of Consumer Distribution and ATM Strategy
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Company data provided by crunchbase