Portfolio Strategist Specialist - Holly Springs, United States - First Citizens Bank

Description

Position Overview:
The company is seeking a detail-oriented individual for the role of conducting in-depth portfolio analysis. The main tasks include assisting in the creation of client investment-related presentations and reports, overseeing trading activities, and serving as a resource for strategists and clients to drive new business and maintain client relationships.

Responsibilities:
- Analysis:

• Source, compile, and analyze data from client portfolios.

Provide analysis results for client presentations and handle investment inquiries.
- Business Support:

• Support new business development through administrative tasks.

Collaborate on client presentations and information delivery.
- Portfolio Review:

• Regularly review portfolios to ensure compliance with policies.

Report discrepancies and trends to relevant parties.
- Trade Implementation:

• Address inquiries on trading systems and ensure timely trade processing.

Qualifications:
Bachelor's Degree with 1 year of experience in Financial Research, Data Analysis, or Financial Reporting OR High School Diploma with 5 years of relevant experience. Desired skills include the ability to research investment information and perform scenario calculations.