Portfolio Strategy & Analytics Specialist
First Citizens
First Citizens Bank, part of the Wealthteam in Raleigh, seeks a Portfolio Analyst to perform detailed portfolio analyses for new business and existing client presentations. You will assist in creating client investment-related presentations, reports, and reviews, and facilitate trading activities with timely processing and follow-up. You will answer inquiries and serve as a resource to strategists, partners and clients to support client retention and new business development, collaborating with #J-18808-Ljbffr First Citizens
Vacancy posted 3 days ago
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