Investment Portfolio Strategist Specialist

5 days ago


Raleigh, North Carolina, United States First Citizens Bank Full time
About the Role

This is a hybrid position that requires regular collaboration both inside and outside of our company offices.

The successful candidate will conduct detailed analysis of client portfolios to inform new business and existing client presentations. They will also assist in preparing client investment-related materials, ensuring timely processing and follow-up on trading activities, and serving as a resource for strategists, partners, and clients to support retention and new business development.

Key Responsibilities
  • Data Analysis: Source, compile, and analyze data within client portfolios, providing results for use in client presentations, and researching data associated with client and prospect inquiries.
  • Business Support: Facilitate new business development efforts through administrative tasks, partner on presentation preparation, and support written and graphic information development.
  • Portfolio Review: Regularly review portfolios to ensure compliance with policies and procedures, reporting discrepancies, trends, and important information to relevant parties, and collaborate with Investment Operations Group and Compliance.
  • Trade Implementation: Answer inquiries regarding portfolio management systems and ensure timely trade-related activity processing.
Requirements

A Bachelor's Degree and 1 year of experience in Financial Research, Data Analysis, or Financial Reporting, or High School Diploma or GED and 5 years of experience in the same fields are required.

Compensation and Benefits

We estimate the salary for this role to be around $55,000 - $65,000 per annum, depending on location and qualifications. Our comprehensive benefits package includes customized offerings supporting families, health, and well-being, which can be found at https://jobs.firstcitizens.com/benefits.



  • Raleigh, North Carolina, United States First Citizens Bank Full time

    **Job Summary**We are seeking an experienced Commercial Portfolio Resolution Strategist to join our team at First Citizens Bank.**About the Role**This position is responsible for managing a portfolio of commercial loan relationships at an advanced level of difficulty. The ideal candidate will have excellent analytical and problem-solving skills, with the...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Job SummaryThis role manages a complex loan portfolio, evaluating credit risk and financial statements to develop effective resolution strategies. The Loan Portfolio Strategist II will analyze loans and collateral to execute plan for resolution, approve modifications and renewals, and work with borrowers and key stakeholders to minimize losses.Key...


  • Raleigh, North Carolina, United States Tiverton Advisors Full time

    Job OverviewTiverton Advisors is an investment firm exclusively focused on the food and production agriculture sector, overseeing $2.0+ billion of assets across debt and equity strategies in the US.We are seeking a proactive and resourceful Vice President, Portfolio Operations, who can provide high-quality financial acumen and strategic thinking for Tiverton...


  • Raleigh, North Carolina, United States C T Corporation System (DE) Full time

    Lead a Significant Product PortfolioAs our Senior Product Strategist, you will oversee the development and execution of growth plans for a major product or product family. You will work closely with Agile software development teams to align their efforts with the product's strategy and support the organization's objectives and market needs.Product...


  • Raleigh, North Carolina, United States UnitedHealth Group Full time

    At UnitedHealth Group, we're committed to simplifying the healthcare experience and creating healthier communities. As a Local Markets Strategist, you'll play a critical role in shaping our market strategy and driving business growth.About the RoleThis is a client-facing position that requires proactive ownership of market strategy within a specific...


  • Raleigh, North Carolina, United States Hitachi Full time

    Job Summary: At Hitachi Energy, we are seeking a highly skilled Business Growth Strategist to drive the expansion of our Transformers Services portfolio. As a key member of our team, you will be responsible for developing and executing strategies to identify new business opportunities and build strong relationships with customers. Your primary goal will be...


  • Raleigh, North Carolina, United States Genworth Full time

    At Enact Mortgage Insurance, we're committed to helping lenders achieve their goals and keeping homeowners in their homes.We're seeking an experienced Financial Product Strategist to join our team in Raleigh, NC. This role will play a critical part in managing our product portfolio and developing new value-added financial mortgage insurance products.Job...


  • Raleigh, North Carolina, United States Bridge Investment Group Holdings LLC Full time

    Job OverviewBridge Investment Group Holdings LLC is a leading real estate investment manager offering a unique opportunity for a Multifamily Leasing Specialist to join our team. As a key member of our multifamily community, you will play a critical role in effectively leasing apartments and ensuring the highest level of customer satisfaction.


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    OverviewThe Wealth Portfolio Advisor plays a vital role in helping our clients achieve their financial goals. This involves working closely with Premier Bankers and branch partners to understand each client's unique financial situation and provide tailored investment solutions.Responsibilities:Sales: Promote investment products through sales outreach and...


  • Raleigh, North Carolina, United States Carrier Full time

    Company Overview">Carrier is the leading global provider of healthy, safe and sustainable building and cold chain solutions. We have a world-class, diverse workforce with business segments covering HVAC and refrigeration.">About This Role">The Regional Controls Growth Strategist manages a large team of professionals in Business Development. They evaluate,...


  • Raleigh, North Carolina, United States Global Channel Management Full time

    About the jobSenior Content Strategist - Global Communications needs 3+ years experienceRequirements:• Highly organized with ability to prioritize and manage multiple tasks simultaneously• Ability to work effectively in teams, especially cross-functional groups• Advanced communication skills with proven ability to drive strategic direction•...


  • Raleigh, North Carolina, United States Oak Hill Management Full time

    About Oak Hill Management:We are seeking a highly skilled Senior Property Portfolio Manager to oversee our North Carolina portfolio of approximately 2 million square feet. This individual will be based out of our Raleigh office and will play a critical role in driving business results.Key Responsibilities:Strategically manage and develop property managers to...


  • Raleigh, North Carolina, United States RW OPCO, LLC Full time

    Unlock Your Potential as a Real Estate Investment AgentWe are seeking a highly motivated and experienced real estate investment agent to join our team at RW OPCO, LLC. As a key member of our sales team, you will play a crucial role in generating repeat clients and recurring revenue through the leasing of properties.RW OPCO, LLC is a leading residential real...


  • Raleigh, North Carolina, United States Merz Aesthetics Full time

    About Merz AestheticsMerz Aesthetics is an international company in the field of aesthetic medicine. Our broad product portfolio is synonymous with top-quality products in each category and highly regarded by healthcare professionals worldwide.We are part of the Merz Group, with our EMEA headquarters located in Frankfurt am Main, Germany, and our global head...


  • Raleigh, North Carolina, United States Bridge Investment Group Holdings LLC Full time

    Unlock Your Potential as a Multifamily Leasing SpecialistIn this pivotal role, you will be the face of Bridge Investment Group Holdings LLC, expertly navigating prospective residents through our multifamily unit community. This position requires exceptional customer service skills, proficiency in leasing activities, and a keen ability to develop...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled Commercial Loan Resolution Specialist to join our team at First Citizens Bank.About the RoleThis is an exciting opportunity for a professional with experience in commercial banking and loan management. As a Commercial Loan Resolution Specialist, you will be responsible for managing a portfolio of problem loans,...


  • Raleigh, North Carolina, United States North Carolina Education Lottery Full time

    Company OverviewThe North Carolina Education Lottery is a leading entertainment organization with $5.1 billion in annual revenue, raising over $11 billion for education since its 2006 launch.Job DescriptionThis role offers the opportunity to develop product plans and strategies for our successful scratch-off game portfolio, ensuring high performance and...


  • Raleigh, North Carolina, United States Bridge Investment Group Holdings LLC Full time

    About the RoleWe are seeking a skilled Facilities Maintenance Specialist to join our team at Bridge Investment Group Holdings LLC. This is an exciting opportunity to work in a dynamic environment where you will be responsible for performing various maintenance functions to ensure the upkeep and enhancement of our properties.The ideal candidate will have a...


  • Raleigh, North Carolina, United States Abbott Full time

    About AbbottAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals, and branded generic medicines.We're always looking towards the future, anticipating changes...


  • Raleigh, North Carolina, United States First Citizens Bank Full time

    Job OverviewThe Construction Loan Servicing Specialist plays a crucial role in supporting the servicing of transactions within the community development and affordable housing space.About the RoleThis position involves operational support, portfolio management, and quality control. The specialist will ensure all transactions comply with relevant bank...