layiq

/la·yiq/adjective

worthy; deserving; fitting; suitable.

A role, opportunity, or path that merits attention, time, and pursuit.

LAYIQ - Portfolio Manager - Asset Allocation Research at First Citizens Bank

Asset Allocation Research
Conducts quantitative and fundamental research supporting capital market expectations, strategic asset allocation decisions, and portfolio construction. Develops and maintains analytical models used to evaluate expected returns, risks, correlations, and diversification benefits across public and private asset classes. Works collaboratively with other investment professionals to develop and refine CMG's investment outlook and portfolio recommendations.
Performance Reporting & Attribution
Produces daily, monthly, quarterly, and ad hoc performance reporting, attribution analysis, and investment communications. Interprets portfolio and market data to identify performance drivers, portfolio risks, and investment trends. Communicates findings effectively to investment professionals, wealth advisors, and other stakeholders through written and verbal presentations.
Business Support
Partners with wealth advisors, institutional partners, and other business units to deliver custom asset allocation analysis, client-specific portfolio solutions, investment insights, and performance reviews. Supports sales, relationship management, and educational initiatives through timely and accurate investment analysis and portfolio recommendations.
Portfolio & Model Management
Maintains asset allocation models and portfolio strategies within portfolio accounting, performance reporting, and trading systems. Ensures model accuracy, consistency, and adherence to approved investment policies and guidelines. Supports implementation of allocation changes and continuously monitors portfolio positioning, exposures, and risk characteristics.
Governance & Compliance Support
Supports investment committee activities, model governance, model risk management, and regulatory compliance processes. Prepares investment committee materials, maintains investment process documentation, and ensures supporting analysis is accurate, complete, and consistent with established policies and procedures.
Position Specific Skills: Portfolio Management
Capital Markets
Investment Analysis
Market Trend Analysis
Writing and Reporting
Data Driven Decision Making

Asset Allocation Research
Conducts quantitative and fundamental research supporting capital market expectations, strategic asset allocation decisions, and portfolio construction. Develops and maintains analytical models used to evaluate expected returns, risks, correlations, and diversification benefits across public and private asset classes. Works collaboratively with other investment professionals to develop and refine CMG's investment outlook and portfolio recommendations.
Performance Reporting & Attribution
Produces daily, monthly, quarterly, and ad hoc performance reporting, attribution analysis, and investment communications. Interprets portfolio and market data to identify performance drivers, portfolio risks, and investment trends. Communicates findings effectively to investment professionals, wealth advisors, and other stakeholders through written and verbal presentations.
Business Support
Partners with wealth advisors, institutional partners, and other business units to deliver custom asset allocation analysis, client-specific portfolio solutions, investment insights, and performance reviews. Supports sales, relationship management, and educational initiatives through timely and accurate investment analysis and portfolio recommendations.
Portfolio & Model Management
Maintains asset allocation models and portfolio strategies within portfolio accounting, performance reporting, and trading systems. Ensures model accuracy, consistency, and adherence to approved investment policies and guidelines. Supports implementation of allocation changes and continuously monitors portfolio positioning, exposures, and risk characteristics.
Governance & Compliance Support
Supports investment committee activities, model governance, model risk management, and regulatory compliance processes. Prepares investment committee materials, maintains investment process documentation, and ensures supporting analysis is accurate, complete, and consistent with established policies and procedures.
Position Specific Skills: Portfolio Management
Capital Markets
Investment Analysis
Market Trend Analysis
Writing and Reporting
Data Driven Decision Making

Portfolio Manager - Asset Allocation Research

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