Portfolio Design Analyst Job Listing at City National Bank in Beverly Hills, CA (Job ID 11736)

Description

PORTFOLIO DESIGN ANALYST WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families. Provide analytical and financial support and expertise through technological tools and software. WHAT WILL YOU DO?

• Provide in-depth customized analysis materials for all Advisors by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
• Lead region as the subject matter expert in Galaxy, a proprietary asset allocation software system. Ensure expertise on the system and become a "go-to" for users when they have questions.
• Use Allocation Master for less complex scenario analysis such as simple wealth simulation modeling, and portfolio cash flow expectation.
• Create customized fixed income analysis teaming with fixed PMs.
• Call and discuss each presentation with Advisors to ensure accuracy.
• Do Request for Proposals (RFPs) upon request.
• Update and work with marketing to complete surveys accurately and prior to deadline.
• Update CNR performance information on Zephyr database quarterly.
• Provide various reports to both Advisors and PMs including Morningstar research reports and scenario analysis on Zephyr.
• Work with Advisors to create relevant analytics materials that can be used in conjunction with marketing materials.
• Continuously update current marketing materials and internal websites.
• Coordinate market related conference calls between PMs and Advisors.
• Continually refine and improve current analysis templates and marketing materials to ensure presentations have a competitive advantage.

WHAT DO YOU NEED TO SUCCEED? Required Qualifications*

• 2 years of experience in investments or other financial services industries.
• Minimum of 2 years of experience with Microsoft Excel and PowerPoint programs
• Minimum of 1 year working in a professional team environment.

Additional Qualifications

• 1-3 years' experience in investments or other financial services industries or a BA degree. Strong desire to learn and grow, enrollment in CFA, CFP, or similar program strongly desired, but not required .
• Minimum of 3 years of experience with Microsoft Excel and PowerPoint programs. Financial database experience similar to Bloomberg, Morningstar, Barra, MoneyTree Allocation Master, etc. is highly desired.
• Minimum of 1-2 years working in a professional team environment.
• Ability and willingness to work with multiple levels of colleagues and clients. Maintains a positive attitude in conflict resolution and problem solving.
• Understand marketable securities, investment products and general financial planning concepts.
• Strong analytical and financial analysis skills.
• Ability to perform financial and economic analyses utilizing various planning tools and software level and effectively explain cause and effect as well as formulate supportable conclusions.
• Must be able to think through problems and develop solutions with a strong attention to detail.
• Must have strong verbal and written communication skills.

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.

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