Research Analyst I

First Citizens Bank • Boston, MA

10h • Hybrid

About The Position

This is a hybrid role supporting 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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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
• 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
• 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
• 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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees