The Portfolio Strategist is responsible for serving as the investment advisor for high net worth and institutional investment management clients. The Strategist will also assist on new business opportunities with existing clients and prospects. The Strategist will work with First Citizens Bank Wealth colleagues to develop and work on client and prospect relationships. The Strategist will work with clients on investment policy development, asset allocation, manager structure, and performance analysis and reporting. The Strategist will create analytical reports dealing with client investments and develop and make presentations to clients and prospects.
Requirements
Eight plus years experience in investment management, securities or investment consulting business. Full experience requirement may be waived in certain circumstances. Extensive knowledge of investment products and services. Excellent problem solving skills. Strategist must have solid knowledge of portfolio construction with specific attention placed on modern portfolio theory and asset allocation. Must have strong analytical capabilities. Experience with investment software is a major plus. Strong presentation, public speaking and sales skills required.
Education
4-year degree required. MBA, CFA, CFP or advanced degree or designation strongly preferred.
To apply: https://www.firstcitizens.com/careers/
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