Portfolio Analyst

City National Bank

Beverly Hills, California(remote)

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JOB DETAILS

SALARY

$65,296–$104,304 Per Year

SKILLS

Accounting Software, Analysis Skills, Billing, Chartered Financial Analyst (CFA), Communication Skills, Community Support, Computer Skills, Computer Software, Customer Relations, Customer Service Operations, Customer Support/Service, Dental Insurance, Detail Oriented, Entrepreneurship, Establish Priorities, Finance, Financial Services, Health Plan, Intrusion Prevention Systems, Investment Management, Investment Services, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multitasking, Network Support, Operations Processes, Performance Analysis, Portfolio Accounting, Portfolio Analysis, Problem Solving Skills, Quality Assurance, Resolve Customer Issues, Sales Management, Sales Presentation, Stock Market, Strategic Accounts, Strategic Analysis, Trading Systems, Vision Plan

LOCATION

Beverly Hills, California

POSTED

3 days ago

Overview:

PORTFOLIO ANALYST

WHAT IS THE OPPORTUNITY?

The Portfolio Analyst primary responsibilities are:

Prepare review book materials for client presentations
Prepare IPS letters for new clients and IPS change / reallocation letters when necessary
Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires
Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services
Transition / set up new client accounts
Analyze portfolio performance and research outliers
Respond to ad hoc client requests, and manage client and advisor phone calls in the course of providing the highest degree of service
Becoming proficient in the applications and technology used in the portfolio management and client service operations processes
Respond to compliance inquiries, including those re: large withdrawals and source of funds for existing clients
Keep up with the current market environment and general performance of firms investments
With experience, setup client accounts in trading system and perform basic trading responsibilities, and analyze accounts for strategic rebalancing
Of note, this role is not a research analyst position

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

Bachelor's Degree or equivalent
2 years of experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience considered; internal mobility candidates highly desired and encouraged; referrals encouraged)

Additional Qualifications

Strong problem solving and analytical skills
Attention to detail
Ability and desire to learn
Excellent communication skills; professional demeanor
Ability to effectively address Client trade and investment related questions
Ability to learn the Firm’s proprietary trading system, and the portfolio accounting system
Ability to multi-task and prioritize multiple deliverables
Quality of work product; quality assurance of work product of others
Commitment to pursue CFA; level one candidate helpful
Proficient in basic computer software tools, e.g., MS Word, Excel, Outlook, and PowerPoint
Interest and / or experience in client facing role
Interest in financial markets and investing
Bachelor’s degree - preferably major in Finance

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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About the Company

City National Bank

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