Senior Asset Allocation & Research Lead

First Citizens Wealth; Raleigh (NC); On-site; USD 100,000 - 165,000; Full time

Job summary

First Citizens Bank is seeking a senior member of the asset allocation team within the Capital Management Group in Raleigh, NC. You will conduct quantitative and fundamental research to support capital market assumptions, strategic asset allocation, and multi-asset portfolio construction, guiding wealth partners and internal stakeholders.

You will mentor investment professionals, contribute to model governance, and communicate investment views across public and private assets while helping

Qualifications

• Bachelor's degree in finance, mathematics, statistics, economics, or related field with 6+ years of asset allocation/investment analysis.
• Advanced degree or CFA charterholder preferred.
• Experience with multi-asset portfolio construction and investment research.

Responsibilities

• Perform quantitative and fundamental research to support capital market assumptions and asset allocation.
• Produce performance reporting, attribution analysis, and communicate insights to wealth partners.
• Provide business support with client portfolio solutions and investment analysis.
• Maintain and monitor asset allocation models, ensuring policy adherence and risk controls.
• Support governance activities, model risk management, and regulatory processes.

Skills

Portfolio Management

Capital Markets

Investment Analysis

Market Trend Analysis

Writing and Reporting

Data Driven Decision Making

Education

Bachelor's Degree in Finance / Mathematics / Statistics / Economics

CFA Charterholder (preferred)

Job description

First Citizens Bank is seeking a senior member of the asset allocation team within the Capital Management Group in Raleigh, NC. You will conduct quantitative and fundamental research to support capital market assumptions, strategic asset allocation, and multi-asset portfolio construction, guiding wealth partners and internal stakeholders.

You will mentor investment professionals, contribute to model governance, and communicate investment views across public and private assets while helping