layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Senior Portfolio Strategist - Institutional
First Citizens Bank
Charlotte, North Carolina; Columbia, South Carolina
Source: First Citizens Bank careers · View original posting
Employer job description
From First Citizens Bank's posting. “We” and “our” refer to the employer.
Overview
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
This position partners with Wealth associates on the management of large institutional investment clients. Acts as a liaison between the Capital Management Group (“CMG”) and clients in informing on investment policy development, asset allocation, performance analysis and reporting, and manager structure. Supports Wealth Management servicing and business acquisition goals through excellent client service, investment expertise, and portfolio management. May provide leadership or guidance to less experienced associates in the work group.
Responsibilities & Qualifications
- Duties & Responsibilities: -Portfolio Management - Reviews client portfolios to identify potential risk, propose changes, and ensure compliance with all applicable policies or procedures. Analyzes prospective client’s current investments in order to recommend appropriate portfolios for their needs. Ensures necessary portfolio changes are implemented.