CMG Investment Operations Analyst

Overview

This position performs analysis on and executes requests for investment implementation through Envestnet and acts as the primary liaison between the Portfolio Strategist team and CMG Investment Operations. Identifies factors that affect accuracy of transacted business to allow for growth and operational efficiency for Wealth. Assesses current practices, collects information and industry trends, and creates specifications to support business operations. Assists in determining improvements or solutions to address business issues. Prepares technical reports by examining and summarizing data.

Responsibilities

Investment Analysis and input - Sources, interprets and analyzes investment requests for accuracy and executes on those requests. Effectively communicates investment execution output

Operational Support - Provides support for business unit by responding to inquiries, identifying issues, and working to improve standard practices. Assists in implementing recommended modifications and enhancements.

Identifying Objectives - Determines overall business needs through analysis and reporting. May identify strategies to achieve company and department goals, and assist in creating specifications, project plans, or other forms of documentation to communicate business initiatives to wider work group.

Reporting - Produces reports based on data analysis, industry trends, and process capabilities. Conveys patterns, problems, and areas of improvement.

Qualifications

Bachelor's Degree and 0 years of experience in Analytics, or Operations, or Support OR High School Diploma or GED and 4 years of experience in Analytics, or Operations, or Support

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https : / / jobs.firstcitizens.com / benefits.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.