Portfolio Strategy & Analytics Specialist

First Citizens

Raleigh (NC)

On-site

USD 65,000 - 95,000

Full time

4 days ago

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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

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

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