Portfolio Analyst
$65.3k - $104.3kCity National Bank
PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are:
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:
- 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
- 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)
- 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
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
Vacancy posted 3 days ago
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