PORTFOLIO ANALYSTWHAT 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- 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
WHAT'S IN IT FOR YOU?CompensationStarting 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 PerksAt 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.
*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.
