Website First Citizens Bank
First Citizens Bank
Company : First Citizens Bank
Overview:
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office.
This role supports fixed income portfolio management, investment research, and data-driven decision-making within the investment team. The analyst will contribute to portfolio monitoring, trade support, and research efforts while leveraging data analytics and AI-driven tools to enhance investment insights and operational efficiency.
The position balances analytical responsibilities with hands-on execution, including reporting, research, and day-to-day support of portfolio managers. The ideal candidate has experience in fixed income markets, portfolio management, and an interest in applying AI and data tools to improve investment processes.
Responsibilities:
Portfolio Management & Trading Support
- Monitor fixed income portfolios and assist in implementing investment strategies
- Support trade execution and post-trade analysis in coordination with portfolio managers
- Identify trends and relative value opportunities across credit markets
- Contribute to buy/sell recommendations with supporting analysis
- Prepare and deliver clear investment communications and commentary
Data Analysis & AI-Driven Insights
- Analyze market, portfolio, and security-level data to identify risks and opportunities
- Leverage AI tools and quantitative methods to improve forecasting, screening, and reporting
- Develop and maintain dashboards, models, and automated reporting processes
- Translate complex data into actionable insights for investment decisions
Research
- Conduct fundamental and relative value research across fixed income sectors
- Evaluate credit quality, macroeconomic trends, and market dynamics
- Produce written research reports and support ongoing investment themes
- Stay current on industry developments and emerging investment tools
Reporting & Business Support
- Produce recurring and ad hoc portfolio reports for internal and client use
- Support client services and prepare presentation materials
- Assist in maintaining data integrity and investment systems
- Collaborate with internal teams to improve workflows and processes
This position can be filled as Research Analyst I or II depending on the candidate's experience
Qualifications:
Bachelor's Degree and 2 years of experience in Direct credit/bond research in a total return environment OR High School Diploma or GED and 6 years of experience in Direct credit/bond research in a total return environment
Preferred Skills:
- Experience in fixed income, trading, portfolio management, or investment research
- Exposure to fixed income instruments (corporates, governments, structured products, etc.)
- Experience with data analysis tools (Excel, Python, SQL, or similar)
- Familiarity or interest in AI/automation tools applied to investment workflows. Experience with Bloomberg a plus
- Interest in, or progress toward a CFA designation, preferred
The base pay for this position in Massachusetts is generally between $90,000 and $120,000. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
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 (url removed).
#LI-JW2