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.
