Investment Operations Financial Analyst I (Hybrid)

First Citizens Bank

Posted 23 days ago

Full Time

Raleigh, North Carolina

Hybrid

Smart Summary

Responsibilities

Provide daily trade support for Corporate Treasury and capital markets, managing the lifecycle of investment and debt funding activities. Perform daily reconciliations of trades and positions while contributing to strategic process improvements and automation.

Qualifications

You have a Bachelor's degree and 1 year of experience in Finance or Analytics, or a High School Diploma/GED and 5 years of experience in Finance or Analytics. You possess strong analytical and detail-oriented skills, with the ability to support daily trade operations for corporate treasury and capital markets trading desks.

Must Have Skills for ATS

fixed income

debt

equity

foreign exchange

swaps

derivatives

cryptocurrencies

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job Description

Overview

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.

We are currently seeking a highly analytical and detail oriented Financial Analyst I to join our Investment Operations Back Office team. This position’s primary responsibility is to provide daily trade support for First Citizen’s Corporate Treasury and capital markets trading desks. The successful candidate with interact across all levels of the bank within accounting, technology, risk, audit, and trading teams across a multitude of products. 


Responsibilities

Responsibilities and essential job functions include but are not limited to the following: 

  • Trade Lifecycle: support the lifecycle of the Bank’s investment and debt funding activities from confirmations to settlements to corporate actions 
  • Business support: oversee all daily trading activity (including fixed income, debt, equity, foreign exchange, and swaps) is correctly confirmed and settled 
  • Provide operational support and servicing for the bank’s multibillion client derivative portfolio 
  • Reconciliation: perform daily reconciliations of trade and positions against third parties; proactively handle and resolve any break resolutions. 
  • Build an in-depth understanding of various trading products, securities, and processes from both a financial and operational perspective 
  • Contribute to various strategic initiatives to improve processes, automate workflows, and system conversions for the trading portfolios 
  • Provide support for internal and external audit on workflows and sample testing 

Qualifications

Bachelor's Degree and 1 years of experience in Finance or Analytics OR High School Diploma or GED and 5 years of experience in Finance or Analytics

Preferred Qualifications:

  • 1-3 years of investment operations/support experience, preferably in banking, hedge fund, or asset management is a plus 
  • General knowledge of and familiarity with financial instruments (i.e. fixed income, equity, foreign exchange, derivatives, and cryptocurrencies) and it’s life cycle 
  • Ability to communicate professionally and effectively
  • Ability to work both collaboratively and independently
  • Highly self-motivated with emphasis on organizational skills and ability to multi-task
  • The candidate must be personable and able to interact well with portfolio managers, traders, clients, and 3rdparties 
  • Knowledge of Murex, Aladdin, Chatham, Clearwater, Finastra Fusion CMS, MarkitWire, and Bloomberg a plus 
  • Proficient in Microsoft Excel, Word, and PowerPoint skills 

#LI-JB1

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.

First Citizens Bank

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 500 branches and offices in 30 states; commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast; innovation banking serving businesses at every stage; and a nationwide direct bank. Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $200 billion in assets. Visit firstcitizens.com or call toll-free 1.888.FC DIRECT (1.888.323.4732). First Citizens Bank. Forever First®. Member FDIC. Equal Housing Lender. Social Media Terms of Use: https://www.firstcitizens.com/socialterms
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