What are the responsibilities and job description for the Portfolio Strategist Specialist position at First Citizens Wealth?
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, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
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.
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, the First Citizens Wealth team provides comprehensive solutions backed by trusted expertise. Here, your work helps power meaningful progress for the clients and communities we serve.
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.