Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Portfolio Manager Associate

$92.11k - $156.88k

City National Bank

ABOUT US

RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.

PORTFOLIO MANAGER ASSOCIATE

WHAT IS THE OPPORTUNITY?

Implement proprietary strategies and asset allocation for RBC Rochdale clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients.

WHAT WILL YOU DO?

  • Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients.
  • Respond to incoming calls, emails, and inquiries from clients - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client's goals and aspirations - Create, research, and provide detailed ad-hoc analyses
  • Manage the Book: analyses/activities on the total book of business, segments of the book, and client portfolios. - Track new clients and specific actions to take across the Book and for specific clients
  • Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client's investment mandates, cash needs, firm strategy changes and general rebalancing; assess tax liabilities and client directed account restrictions to determine whether macro investment decisions are applicable on the account level; manage complex situations.
  • Monitor client portfolios for deviations from specified strategy or to provide investment recommendations.
  • Create and/or review client portfolio review presentations and portfolio risk/return analysis presentations.
  • Manage the workflow and development of teammates: - Training of systems and procedures - Foster growth of responsibilities, and thinking, and serving clients - Delegate portfolio management tasks between the team members
  • Reinforce PM/Research guidance throughout the team environment, i.e., a bridge between PMs/Research to teammates.
  • Promote the development and growth of our colleagues; nurture and care about their aspirations and goals.
  • Collaborate with technology, strategy, operations, trading teams, etc., to improve processes across the firm.
  • Support the management of process control on the team.
  • Complete special projects as requested.
WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*
  • Bachelor's Degree
  • Minimum 4 years of experience in Investment Management
  • FINRA Series 65, or the ability to obtain

Additional Qualifications
  • Master's Degree MBA and/or CFA, received or underway, preferred
  • Think and act like a PM; stand in as the PM - team and client facing; mindset of serving clients
  • Well-versed on macro-economic environment, and able to tell the Rochdale story to convey our value-proposition, and convey and reinforce our messaging
  • Interest in, desire to follow, and love for markets
  • Ability to articulate the complex in understandable and consumable terms to clients with varied investment knowledge and understanding; shift seamlessly from high-level concepts to drill down into specifics
  • Skill in demonstrating empathy, emotional intelligence, relationship management, and communications
  • Extensive knowledge of markets and industry as well as portfolio management expertise
  • Comprehensive understanding of Rochdale investment and research philosophy
  • Analytical skills, ability to translate and implement theoretical into practical, flawless execution and quality, and attention to detail
  • Operate well in a high growth environment; ability to manage high volume task orientation while contemplating future growth and team capabilities
  • Ability to work independently and use sound judgment
  • Extensive knowledge of the Firm's proprietary trading system, as well as the portfolio accounting system
  • Assessment of skills and capabilities of others
  • Teaching skills
  • Continuous improvement mindset
  • Strong problem solving skills

WHAT'S IN IT FOR YOU?

Compensation
Starting base salary: $92,114 - $156,880 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.

#LI-DN1

#CA-DN1
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Portfolio Manager Associate in Beverly Hills, CA vacancy
  • $81.13k - $164.57k

     ...stand for as a firm. KPMG is currently seeking a Tax Senior Associate to join our Business Tax Services practice. Responsibilities...  ...knowledge and experience to our Korean clients Build and manage client relationships and manage teams of tax professionals and... 
    Suggested
    Full time
    Local area

    KPMG

    Los Angeles, CA
    6 days ago
  • $88.8k - $165.6k

     ...loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and...  ...performance in collaboration with Relationship Manager and business partners. Structures and...  ...job, Credit Qualifications and associated credit knowledge and skills according to... 
    Suggested
    Contract work
    Part time
    Work experience placement
    Work at office
    Local area

    BMO Financial Group

    Los Angeles, CA
    22 hours ago
  •  ...CRE Loan Portfolio Manager Responsible for underwriting, reviewing, and managing an assigned CRE loan portfolio. In addition, the Portfolio Manager is responsible for structuring, pricing, and cultivating current and new client relationships. Determine appropriate risk... 
    Suggested

    Preferred Bank

    Los Angeles, CA
    1 day ago
  • $100k - $120k

     ...Arixa Capital is a leading private real estate lender and alternative investment manager with over $8 billion in originations completed since inception and a servicing portfolio exceeding $2.5 billion as of March 31, 2026. We're more than a lender. Our vertically... 
    Suggested
    Full time
    Work at office

    Arixa Capital

    Los Angeles, CA
    4 days ago
  • $75k - $150k

     ...high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in...  ...reach further. Overview East West Bank is seeking a Portfolio Manager. Responsibilities Monitor loan repayment activities... 
    Suggested

    East West Bank

    Los Angeles, CA
    4 days ago
  • $65.4k - $121.9k

     ...a firm. KPMG is currently seeking an Associate to join our Tax practice. Responsibilities...  ...support for a group of partners and/or managing directors (PMDs) serving as a trusted...  ...primary point of contact for the PMDs' portfolio, conducting detailed data analysis (... 
    Full time
    Work experience placement
    Work at office
    Local area

    KPMG

    Los Angeles, CA
    2 days ago
  • $88.8k - $165.6k

     ...loans and credit solutions in an assigned portfolio of clients. Makes credit decisions and...  ...performance in collaboration with Relationship Manager and business partners. Structures and...  ...job, Credit Qualifications and associated credit knowledge and skills according to... 
    Work experience placement
    Work at office
    Local area

    Bmo

    Los Angeles, CA
    3 days ago
  • $90.63k - $184.92k

     ...consider a career in Advisory. KPMG is currently seeking a Senior Associate in Financial Due Diligence for our Deal Advisory practice....  ...earnings, valuation model input assumptions, achievability of managements budget, indebtedness considerations, borrowing base... 
    Full time
    H1b
    Local area

    KPMG

    Los Angeles, CA
    6 days ago
  • $80k - $175k

     ...Monitor and maintain the standard loan portfolio processes, procedures, and practices for...  .... Identify prospects for Relationship Managers and Team Leader to grow the clientele base...  ...in the Corporate Syndication and C&I associations and networking events to market loan... 
    Work at office

    CTBC Bank

    Los Angeles, CA
    2 days ago
  • $100k - $105k

     ...Portfolio Manager Culver City, CA - 100 - Culver City, CA 90230 Overview Salary Range $100,000.00 - $105,000.00 Salary Position...  ...Category Real Estate Description Property Management Associates is growing and looking for a Portfolio Manager with experience... 
    Full time
    Temporary work
    Weekend work

    Property Management Associates

    Culver City, CA
    3 days ago
  • $102.79k - $217.81k

     ...consider a career in Advisory. KPMG is currently seeking a Senior Associate, M&A IT Due Diligence Strategy to join our Strategy...  ...operating enterprise IT ecosystems Strong foundational project management skills, with the ability to analyze and present complex information... 
    Full time
    H1b
    Work at office
    Local area

    KPMG

    Los Angeles, CA
    6 days ago
  • $97.76k - $204.59k

     ...consider a career in Advisory. KPMG is currently seeking a Senior Associate, SAP CRM, Utilities to join our Advisory Services practice....  ...activities (e.g., planning, status reporting, and RAID management) to help teams execute on time and with quality. • Collaborate... 
    Full time
    H1b
    Local area

    KPMG

    Los Angeles, CA
    6 days ago
  • $88.16k - $162.04k

     ...consider a career in Advisory. KPMG is currently seeking a Senior Associate, Forensic Technology to join our Advisory Services practice....  ...client deliverables Maintain regular contact with and manage expectations of stakeholders to synthesize complex technical findings... 
    Full time
    H1b
    Local area

    KPMG

    Los Angeles, CA
    6 days ago
  • $106.4k - $221.38k

     .... KPMG is currently seeking a Senior Associate to join our KPMG Strategy practice....  ...Work closely with the engagement Partner, Managing Director, Director or Manager to help build...  ...focus on private equity firms and their portfolios Participate in professional... 
    Full time
    H1b
    Local area

    KPMG

    Los Angeles, CA
    6 days ago
  • $117.73k - $138.5k

     ...stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows... 
    Temporary work
    Work experience placement
    Local area

    U.S. Bank

    Los Angeles, CA
    7 days ago
  • $88.8k - $165.6k

    Bilingual AVP, Portfolio Manager-Asset Based Lending (ABL) Pacific Rim Note: This position may be based in Chicago, Los Angeles or San Francisco The AVP, Portfolio Manager role will focus on underwriting in BMO's Asset Based Lending (ABL) Group. This will be inclusive of... 
    Local area

    BMO

    Los Angeles, CA
    2 days ago
  • BMO Financial Group's AVP, Portfolio Manager in Asset Based Lending aims to underwrite, monitor asset quality, and manage a 7-10 customer portfolio. The role includes evaluating credit data, preparing lending proposals, and mentoring team members to ensure sound lending... 

    BMO

    Los Angeles, CA
    2 days ago
  • $170k - $225k

     ...and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and are making...  ...collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to... 
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    3 days per week

    Us Bank

    Los Angeles, CA
    22 hours ago
  • City National Bank is seeking a Portfolio Manager III to oversee credit management in the entertainment and sports banking sector, focusing on music. This role involves providing credit recommendations, monitoring portfolio performance, and ensuring compliance with risk... 

    City National Bank

    Beverly Hills, CA
    4 days ago
  • $122.54k - $208.72k

    Portfolio Manager III - Entertainment & Sports Banking (Corporate) Team *Music Sector What Is The Opportunity? The Portfolio Manager is part of the Credit Solutions team focused on long‑term risk‑adjusted returns for the bank within the Entertainment & Sports Banking (... 
    Remote work

    City National Bank

    Beverly Hills, CA
    4 days ago
  • $195k - $225k

     ...W. 32nd St. New York, NY 10001, USA Partner with relationship manager(s) in underwriting, structuring, closing and managing cash flow...  ...compliance and relevant industry/market developments Ensure the portfolio administration and risk management of each client relationship... 
    Full time
    Local area

    Bank of Hope

    Los Angeles, CA
    4 days ago
  • $140k - $165k

     ...Arixa Capital is a leading private real estate lender and alternative investment manager with over $8 billion in originations completed since inception and a servicing portfolio exceeding $2.5billion as of March 31, 2026. We're more than a lender. Our vertically... 
    Full time
    Work at office
    Immediate start

    Arixa Capital

    Los Angeles, CA
    3 days ago
  •  ...Associate Interventional Specialist At Globus Medical, we move with a sense of urgency to deliver innovations that improve the quality...  ...with HFX Cloud™ insights for enhanced patient and practice management. Position Summary: The Associate Interventional Specialist... 
    Local area
    Night shift

    Globus Medical

    Los Angeles, CA
    4 days ago
  • $95.86k - $208.27k

     ...inspiration and expand your capabilities, then consider a career in Advisory. KPMG is currently seeking a Senior Associate, Privileged Access Management Delivery Engineer to join our Advisory Services practice. Responsibilities: Support the delivery,... 
    Full time
    H1b
    Local area

    KPMG

    Los Angeles, CA
    6 days ago
  • $100k

    Commercial Portfolio Manager - Up to $100K - Los Angeles, CA - Job # 2016 Who We Are The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available... 

    The Symicor Group

    Los Angeles, CA
    2 days ago
  •  ...located in New York is seeking a seasoned lending professional to manage cash flow and real estate loans in the healthcare sector....  ...healthcare space, and possess strong skills in credit analysis and portfolio management. This full-time position offers a competitive salary... 
    Full time

    Bank of Hope

    Los Angeles, CA
    4 days ago
  •  ...Associate Trauma Specialist At Globus Medical, we move with a sense of urgency to deliver innovations that improve the quality of life...  ...Trauma Specialist will work together with the Trauma Territory Manager and will have territory coverage, inventory management, and... 
    Night shift

    Globus Medical

    Los Angeles, CA
    15 days ago
  • TREEPEOPLE INC is seeking an Operations Manager to be the operational backbone of the Conservation Department in Los Angeles. This role includes overseeing the management of contracts and grants, ensuring they are delivered on time and within budget. The ideal candidate... 

    TREEPEOPLE INC

    Los Angeles, CA
    4 days ago
  • $44.28 - $75.42 per hour

    PORTFOLIO MANAGER II - SBA 7a Lending WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the SBA 7a Credit Management Team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual... 
    Hourly pay
    Remote work

    City National Bank

    Los Angeles, CA
    22 hours ago
  • U.S. Bank in Los Angeles is seeking an experienced investment manager to oversee individual and trust accounts in Private Wealth Management...  ...relationship-building skills, focusing on client retention and portfolio growth. The position offers a hybrid work schedule requiring in... 
    Work at office
    3 days per week

    Us Bank

    Los Angeles, CA
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Portfolio Manager Associate. Be the first to apply!