Research Analyst

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This position is part of the investment research team and supports manager research efforts within the Capital Management Group (“CMG”). It executes selection and monitoring processes for investment products utilized within CMG’s portfolio solutions, facilitates timely, appropriate investment decisions, provides analytical insight into investment products, asset allocation, and investment markets, and communicates manager research insights and performance updates to internal wealth partners.

• Investment Research – Perform screening, research, and due diligence on investment products. Make product recommendations tailored to the needs of the wealth organization. Thoroughly document the process with attention to accuracy and completeness and take ownership of the search process and final recommendations.
• Monitoring – Interpret and monitor data related to investments, portfolios, and markets. Analyze data for potential risks and performance drivers. Conduct periodic manager calls and other investment‑specific analysis. Effectively communicate analysis in written and verbal formats and proactively seek opportunities to incorporate this analysis into portfolio construction processes.
• Reporting – Compile comprehensive investment performance documentation and materials for investment committee presentation and other internal stakeholders. Ensure accuracy, completeness, and adherence to established procedures and standards.
• Business Support – Develop and maintain written materials outlining the selection and monitoring processes, CMG’s portfolio implementation process, and the underlying investment products utilized in portfolio solutions. Provide written updates and conduct 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 – Spearhead new product or platform initiatives intersecting manager research responsibilities. Drive the selection, monitoring, and due diligence of private investments to be utilized by FCB Wealth clients. Support ESG investment solutions and Institutional Wealth’s 3(21) and 3(38) business through selection and monitoring of mutual funds on these platforms.

• 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 skill: CFA designation.

The base pay for this position is generally between $70,000 and $100,000. 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. 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

Not Applicable

Full‑time

Research, Analyst, and Information Technology

Banking and Financial Services