FHNF PORTFOLIO ACCOUNTING FINANCIAL ANALYST SR
First Horizon Bank, Memphis, Tennessee, us, 37544
Overview
FHN Financial Portfolio Accounting is the leading provider of fee-based investment management services for depository institutions to banks and credit unions nationwide. The Senior Financial Analyst serves as the key client-facing resource, providing analytical, accounting, and system support to institutional investment management clients. This role requires a high level of customer interaction and strong communication skills, with regular engagement via phone and electronic channels.
The Senior Financial Analyst supports clients using FHN Financial's portfolio accounting systems by assisting with monthly accounting reconciliations, updating trade activity, and processing report reruns to ensure that accuracy and integrity of client reporting. This role also includes troubleshooting, internal systems maintenance and updates, resolving reporting discrepancies, and providing guidance on system functionality.
In addition, the Senior Financial Analyst trains clients on navigating the FHN Financial website, performing online maintenance, accessing monthly management reports, and running analytical reports. The position creates customized reports and data files for sales representatives and portfolio accounting clients to support investment analysis and client servicing.
Qualifications
Bachelor's degree in Finance/Accounting or Related Fields
Prior experience with Yieldbook, Bloomberg, and Excel spreadsheets is preferred.
The position also requires experience that indicates an understanding of different types of fixed income investments
Excellent customer service and written/verbal communication skills.
Excellent computer skills with knowledge of email functions and Microsoft Office.
The ability to maintain organization while multi-tasking.
Ability to work independently without direct supervision while under pressure to meet deadlines.
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 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.
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
More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
Facebook
X formerly Twitter
LinkedIn
Instagram
YouTube
#J-18808-Ljbffr
The Senior Financial Analyst supports clients using FHN Financial's portfolio accounting systems by assisting with monthly accounting reconciliations, updating trade activity, and processing report reruns to ensure that accuracy and integrity of client reporting. This role also includes troubleshooting, internal systems maintenance and updates, resolving reporting discrepancies, and providing guidance on system functionality.
In addition, the Senior Financial Analyst trains clients on navigating the FHN Financial website, performing online maintenance, accessing monthly management reports, and running analytical reports. The position creates customized reports and data files for sales representatives and portfolio accounting clients to support investment analysis and client servicing.
Qualifications
Bachelor's degree in Finance/Accounting or Related Fields
Prior experience with Yieldbook, Bloomberg, and Excel spreadsheets is preferred.
The position also requires experience that indicates an understanding of different types of fixed income investments
Excellent customer service and written/verbal communication skills.
Excellent computer skills with knowledge of email functions and Microsoft Office.
The ability to maintain organization while multi-tasking.
Ability to work independently without direct supervision while under pressure to meet deadlines.
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 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.
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
More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
Follow Us
X formerly Twitter
YouTube
#J-18808-Ljbffr