First Citizens Bank · 1 day ago
Research Analyst I
Raleigh, NC
Full-time
Onsite
Entry Level
$70K/yr - $100K/yr
2+ years expFirst Citizens Bank is part of the investment research team and supports manager research efforts within the Capital Management Group. The Research Analyst I executes selection and monitoring processes for investment products, providing analytical insights to manage risk and support business goals.
BankingInsuranceLendingPaymentsWealth Management
Responsibilities
Investment Research - Perform screening, research, and due diligence on investment products. Makes product recommendations tailored to the needs of the wealth organization. Thoroughly documents the process with attention to accuracy and completeness and takes ownership of the search process and final recommendations
Monitoring - Interprets and monitors data related to investments, portfolios, and markets. Analyzes data for potential risks and performance drivers. Conducts periodic manager calls and other investment specific analysis. Effectively communicates analysis in written and verbal formats and proactively seeks opportunities to incorporate this analysis into portfolio construction process
Reporting- Compiles comprehensive investment performance documentation and materials for investment committee presentation and other internal stakeholders. Ensures accuracy, completeness and adherence to established procedures and standards
Business Support - Develops and maintains written materials outlining the selection and monitoring processes, CMG's portfolio implementation process, and the underlying investment products utilized in portfolio solutions. Provides written updates and conducts periodic conference calls with internal wealth partners to keep them informed of manager research insights, investment performance, and updates to recommended investment products. May work with internal and external clients in sales, relationship management, and training efforts
Product/Platform Development - Spearheads new product or platform initiatives intersecting manager research responsibilities. Drives the selection, monitoring, and due diligence of private investments to be utilized by FCB Wealth clients. Supports ESG investment solutions and Institutional Wealth's 3(21) and 3(38) business through selection and monitoring of mutual funds on these platforms
Qualification
Required
Bachelor's Degree and 2 years of experience in Direct credit/bond research in a total return environment
High School Diploma or GED and 6 years of experience in Direct credit/bond research in a total return environment
Preferred
CFA designation
Company
First Citizens Bank
First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more.
10001+ employees
H1B Sponsorship
First Citizens Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (126)
2024 (115)
2023 (249)
2022 (53)
2021 (12)
2020 (9)
Funding
Current Stage
Public CompanyTotal Funding
$33M2021-05-07Post Ipo Debt· $10M
2018-08-29Post Ipo Debt· $23M
1986-10-31IPO
Leadership Team
C
Craig Nix
Chief Financial Officer
Samantha Bureau - Johnson
SVP & Director, Customer Contact Center
Recent News
2026-01-13
2026-01-06
Company data provided by crunchbase