Investment Portfolio Strategist Specialist
5 days ago
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.
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 BenefitsWe 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.
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