Portfolio Analyst Job Listing at City National Bank in Beverly Hills, CA (Job ID 9915)

Description

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

Must-Have*

• 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)

Skills and Knowledge

• 0-3 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 or FA 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
• 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

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.
*To be considered for this position you must meet at least these basic qualifications
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. 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. Get an inside look at our Benefits and Perks. ABOUT CITY NATIONAL
City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.

*City National Bank does business in Miami and the state of Florida as CN Bank.

For more information about City National, visit cnb.com. EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION
City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE

If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.

#LI-DN1

#CA-DN1

 Apply on company website