Portfolio Strategist Specialist

1 month ago


Raleigh North Carolina, United States First Citizens Bank Full time
Overview:
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:
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.

Qualifications:
Bachelor's Degree and 1 years of experience in Financial Research, Data Analysis, or Financial Reporting OR High School Diploma or GED and 5 years of experience in Financial Research, Data Analysis, or Financial ReportingSkill(s): Ability to research investment information and calculate scenarios


  • PPC Specialist

    4 weeks ago


    Raleigh, North Carolina, United States FatCat Strategies Full time

    We are looking for an experienced PPC (Pay-Per-Click) Strategist to join our growing team of marketers. As an experienced PPC Strategist, you will be responsible for developing and implementing advanced PPC campaigns across various digital platforms, including Google Ads, Bing Ads, and social media platforms. Your role will be pivotal in driving traffic,...


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

    Overview: This position supports Bank products or services within Wealth Private Banking group. Responsible for processing, analyzing and resolving more advanced documentation or servicing issues that may arise. Ensures client satisfaction through the handling, processing, and servicing of loan requests from application to funding including expedited...

  • PPC Specialist

    1 month ago


    Raleigh, United States FatCat Strategies Full time

    Job DescriptionJob DescriptionWe are looking for an experienced PPC (Pay-Per-Click) Strategist to join our growing team of marketers.As an experienced PPC Strategist, you will be responsible for developing and implementing advanced PPC campaigns across various digital platforms, including Google Ads, Bing Ads, and social media platforms. Your role will be...

  • PPC Specialist

    4 weeks ago


    Raleigh, United States FatCat Strategies Full time

    We are looking for an experienced PPC (Pay-Per-Click) Strategist to join our growing team of marketers. As an experienced PPC Strategist, you will be responsible for developing and implementing advanced PPC campaigns across various digital platforms, including Google Ads, Bing Ads, and social media platforms. Your role will be pivotal in driving traffic,...


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

    Overview: First Citizens Bank has an opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills.  This role is an integral part of our team partnering with Commercial and/or Business...


  • Columbia, South Carolina, United States Blanchard Machinery Company Full time

    Overview: The Digital Marketing Strategist responsibilities include the execution of digital marketing campaigns including social media, websites, and digital advertising. Experience in general digital marketing best practices and how to implement marketing efforts in the digital landscape is a key requirement. This position reports directly to the Marketing...

  • Client Transitions

    2 weeks ago


    Raleigh, United States AdvisorEngine Full time

    Who is AdvisorEngine: We believe that the future of financial advice is personal, scientific and beautiful – these three ideals drive everything that we do. AdvisorEngine is a leading wealth management fintech platform that creates a unified experience across financial advisors, investors, and business management personnel. Our...


  • North Miami, United States Tekcapital plc Full time

    We are on the lookout for a dynamic Social Media Content Creator Strategist to elevate our brand presence across various digital platforms. This role is perfect for someone who thrives in the digital content realm, with a knack for video editing, graphic design, and social media management. The ideal candidate will have a proven track record of creating...


  • Raleigh, United States First Citizens Full time

    **SBA Business Support Specialist II** CAROUSEL_PARAGRAPH * 10951 * 100 East Tryon Road * Raleigh, North Carolina * CREDIT ADMINISTRATION * Monday - Friday * Ashley Griffeth * S4 * Internal/External * $400.00 ** Share Job** mail_outlineGet future jobs matching this search or ** Job Description** **Overview** This position supports Bank products or...


  • Charleston, South Carolina, United States First Citizens Bank Full time

    Overview: First Citizens Bank has an incredible opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills. This role is an integral part of our team partnering with Commercial and/or...


  • Charlotte, North Carolina, United States AbbVie Full time

    Job Description The Institutional District Manager leads a team of Account Specialists to achieve the sales goals of the Anti-Infective product portfolio in an assigned geography. This is a complex, matrixed, account-based selling environment that includes hospitals, IDN’s, academic institutions, outpatient accounts, long term care facilities, government...


  • Raleigh, North Carolina, United States Hitachi Careers Full time

    Description General Information:Within the North American Hub in the Transformers Business Unit, we have a vast product portfolio consisting of Power, Distribution, Dry transformers, alongside components such as bushings and tap changers. For our Engineering function, we are looking for an Engineering Quality Specialist, who will be accountable to...


  • Greenville, South Carolina, United States First Citizens Bank Full time

    Overview: First Citizens Bank has an opportunity for a Sales Support Specialist (Commercial Lending Assistant). We are hiring banking professionals who have had proven success in their past careers, are self-motivated, and possess strong relationship building skills.  This role is an integral part of our team partnering with Commercial and/or Business...

  • Private Banker II

    2 weeks ago


    Charlotte, North Carolina, United States First Citizens Bank Full time

    Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (HNW) individuals and families to provide credit, depository, and wealth management solutions. Work extensively with Client Advisors, Private Mortgage...


  • Mineral Springs, North Carolina, United States Cordis Full time

    Overview: At Cordis, we aim to be a trusted partner, offering a broad range of innovative solutions that help our customers provide cost-efficient, more effective healthcare. Our focus is on cardiac and endovascular platforms. We offer high quality products such as diagnostic and interventional catheters, balloons, drug-eluting and self-expanding stents,...


  • North Wilkesboro, United States ECMD Full time

    Job DescriptionJob DescriptionStarting Rate: $40,000 annually + excellent benefitsWho we are and what we value:ECMD is100% employee ownedwith a mission to improve the lives of our employees. Founded by innovative entrepreneurs who created the modern building materials global supply chain, their passion and integrity remain the fabric of our culture....


  • North Wales, United States Merck Sharp & Dohme Full time

    **Position Description**: **Specialist, Clinical Operations** Global Clinical Trial Operations (GCTO) is a global organization operating in over 50 countries and is responsible in the delivery of our company's diverse development portfolio comprising over 200 clinical trials in compliance with global and local regulations. The Regional Operations...


  • North Chicago, United States AbbVie, Inc Full time

    Company Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas - immunology, oncology, neuroscience, and eye care - and products and services...


  • Raleigh, North Carolina, United States Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?This position supports the High Net Worth/Tailored Lending team for the New York Credit Branch within US Wealth Management by facilitating loan closings and performing life of loan portfolio servicing for complex lending facilities and borrowing structures while providing best in class customer experience.All...

  • Customer Success

    3 weeks ago


    Raleigh, United States Mirantis Full time

    Job DescriptionJob DescriptionCompany DescriptionMirantis helps organizations ship code faster on public and private clouds. The company provides a public cloud experience on any infrastructure from the data center to the edge. With Lens and the Mirantis Cloud Native Platform, Mirantis empowers a new breed of Kubernetes developers by removing infrastructure...