Job summary
Job post source
This job is directly from First Citizens Bank
Job overview
The Senior Portfolio Manager-Energy at First Citizens Bank manages energy investment products and strategies to optimize financial risk and return for high-net-worth clients.
Responsibilities and impact
The role involves developing and implementing energy investment policies, servicing complex client portfolios with detailed reporting and presentations, overseeing securities selection and trading, and managing portfolio staff performance and development.
Compensation and benefits
The base salary is around $170,000 with potential variable incentives, bonuses, and comprehensive benefits including health and retirement plans as detailed on the company's benefits website.
Experience and skills
Requires a Bachelor's degree with 6 years or a High School diploma with 10 years in Credit Analysis and Underwriting; preferred qualifications include a degree in Business, Finance, or Economics and formal credit training.
Career development
The position includes managerial responsibilities with opportunities to lead and develop portfolio staff, supporting professional growth and performance improvement.
Work environment and culture
The role is hybrid, combining office and remote work, reflecting a flexible work environment at First Citizens Bank.
Company information
First Citizens Bank is a financial institution offering investment and banking services, committed to competitive compensation and benefits for its associates.
Team overview
The manager will oversee assigned portfolio staff, managing their training, evaluation, and performance to maximize portfolio success.
Job location and travel
This is a hybrid role requiring regular presence both inside and outside the company office.
Unique job features
The role uniquely focuses on energy investment products within a major bank, combining portfolio management with client servicing and strategic policy development.
Company overview
First Citizens Bank is a financial institution that provides a range of banking services including personal banking, business banking, and wealth management. They generate revenue through interest on loans, fees for services, and investment income. Founded in 1898, the bank has a long history of stability and growth, and it has expanded significantly through strategic acquisitions, including the recent acquisition of CIT Group in 2022, enhancing its commercial banking capabilities.
How to land this job
Position your resume to highlight your expertise in managing Energy investment products, focusing on your ability to develop and implement investment strategies within regulatory guidelines.
Emphasize your experience in portfolio management, client servicing for high-net-worth clients, and your skills in risk management, reporting, and financial analysis as outlined in the job description.
Apply through multiple channels including First Citizens Bank's corporate careers site, LinkedIn, and other job boards to maximize your application visibility.
Connect with professionals in First Citizens Bank’s Energy or Portfolio Management divisions on LinkedIn; use ice breakers like commenting on recent market trends in energy investments or asking about the bank’s approach to portfolio risk management.
Optimize your resume for ATS by incorporating keywords such as 'Energy investment strategy,' 'portfolio management,' 'risk management,' 'client servicing,' and 'financial analysis' to ensure it passes automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find LinkedIn contacts for networking, allowing you to focus your time on preparing for interviews and refining your skills.
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