Senior Portfolio Manager - TMT

First Citizens Bank•Morristown, AZ

92d•Hybrid

About The Position

First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Technology, Media and Telecommunications provides cash flow, real estate and asset based senior debt for entertainment, gaming, communications and technology companies in the middle market throughout the United States.

Requirements

Bachelor's Degree and 6 years of experience in Credit Analysis and Credit Underwriting of Portfolio Management OR High School Diploma or GED and 10 years of experience in Credit Analysis and Credit Underwriting of Portfolio Management.

Nice To Haves

Bachelors degree in either Business, Finance, or Economics
Completion of a formal credit training program
TMT (Technology, Media, Telecom), Leverage Lending and/or general C&I experience

Responsibilities

Develops and implements TMT investment policies.
Analyzes data, research, and market trends to meet client investment needs.
Ensures compliance with investment and fiduciary guidelines within proprietary investment products.
May assist senior leadership with initiatives that support wider strategic objectives.
Services the largest, most complex client accounts through ongoing reporting, monitoring, and handling of client portfolios.
Develops extensive reports and presentations that provide clarity on investment options, performance, and outlook.
Provides support to new acquisition and sales efforts with high-net-worth clients.
Oversees selection and trading of securities and effective execution of intended investments.
Assigns portfolios to selected associates.
Makes appropriate changes to investment policies, procedures, and efficiencies in order to meet objectives.
Manages the performance, training, and evaluation of assigned portfolio staff.
Maximizes portfolio achievements by providing professional development.