Portfolio Strategist Specialist

First Citizens; Raleigh (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

First Citizens Bank, part of the Wealthteam in Raleigh, seeks a Portfolio Analyst to perform detailed portfolio analyses for new business and existing client presentations. You will assist in creating client investment-related presentations, reports, and reviews, and facilitate trading activities with timely processing and follow-up.

You will answer inquiries and serve as a resource to strategists, partners and clients to support client retention and new business development, collaborating with

Qualifications

• Bachelor's degree or higher with 1 year of experience, or high school/GED with 5 years in Financial Research, Data Analysis or Financial Reporting.
• Ability to research investment information and calculate scenarios.
• Experience analyzing client portfolios and preparing investment-related presentations.

Responsibilities

• Sources, compiles, and analyzes data within client portfolios for presentations.
• Assists in preparation of client investment-related presentations, reports, and reviews.
• Facilitates trading activities by ensuring timely processing and follow-up.
• Answers inquiries and supports strategists, partners and clients to aid retention and new business development.

Skills

Data gathering

Investment Analysis

Partnerships & collaboration

Builds productive relationships

Investment information research

Education

Bachelor's degree

Experience: 5 years in Financial Research/Data Analysis/Financial Reporting

Job description

Overview

Join First Citizens Bank and be part of a team dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, theFirst Citizens Wealthteam provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.

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This position conducts detailed portfolio analysis for use in new business and existing client presentations. Assists in the preparation of client investment-related presentations, reports, and reviews. Facilitates trading activities by ensuring timely processing and follow-up. Answers inquiries and serves as a resource to strategists, partners and clients in order to support client retention and new business development.

Responsibilities & Qualifications

Duties & Responsibilities:

• Analysis - Sources, compiles, and analyzes data within client portfolios. Provides results of analysis for use in client presentations. Researches data associated with client and prospect investment inquiries.
• Business Support - Facilitates new business development efforts through a variety of administrative support tasks. Partners on the preparation of client investment-related presentations, reports, and reviews. Supports the development and delivery of written and graphic information.
• Portfolio Review - Reviews portfolios regularly to ensure compliance with all applicable policies and procedures. Reports on discrepancies, trends, and other important information to the appropriate parties. Partners with Investment Operations Group and Compliance.
• Trade Implementation - Answers inquiries regarding portfolio management trading systems. Ensure timely processing of trade-related activities.

Position Specific Skills:

Ability to research investment information and calculate scenarios

• Data gathering and Reporting
• Investment Analysis
• Partnerships and collaboration
• Builds Productive Relationships

Qualifications:

Minimum Required Education and Experience:

Bachelor's Degree and 1 years' experience OR High School Diploma or GED/Equivalent and 5 years' experience in Financial Research, Data Analysis, or Financial Reporting

Preferred skills: Ability to research investment information and calculate scenarios

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.