VP, Senior Portfolio Manager - TMT

Overview

This is a hybrid role, with the expectation that work time will regularly take place inside and outside of a company office based in Morristown, New Jersey or New York City.

At First Citizens Bank, we believe meaningful careers are built through meaningful relationships. For more than 125 years, we've supported our clients, communities and colleagues through a culture rooted in connection, collaboration and long-term success.

At First Citizens Bank, we're committed to helping our clients achieve their ambitions, and we bring that same commitment to our associates. For more than 125 years, our relationship-based culture has created opportunities to build lasting connections, grow professionally and make a meaningful impact for our clients, communities and one another.

First Citizens Technology, Media and Telecommunications combines deep industry relationships and expertise in underwriting and capital markets to develop customized client solutions in the communications, information services and technology sectors.

Responsibilities & Qualifications

• Duties & Responsibilities: Portfolio Strategy - Develops and implement 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.
• Client Servicing - 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.
• Portfolio Management - Oversees selection and trading of securities and effective execution of intended investments.
• Team Lead - 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.

Qualifications:

• Required: 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.
• Preferred: 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
• Additional Information
• The base pay for this position is generally between $145,000.00 and $185,000.00. 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 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.

Responsibilities

• Duties & Responsibilities: Portfolio Strategy - Develops and implement 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.
• Client Servicing - 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.
• Portfolio Management - Oversees selection and trading of securities and effective execution of intended investments.
• Team Lead - 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.

Qualifications:

• Required: 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.
• Preferred: 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

Qualifications

• The base pay for this position is generally between $145,000.00 and $185,000.00. 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 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.