Jobs in America

Portfolio Analyst

America
FULL TIME
Bachelor Degree 2 Year

Although the job is based in America, the employer is open to the possibility of remote work for the right candidate. The job vacancy titled Portfolio Analyst was advertised on February 25, 2024, and it will be removed on May 25, 2024. To be eligible for this job, you need to possess 24 months of experience working in the same field. It is essential to note that you must have completed Bachelor Degree for this job. Take some time to think about whether full time work is what you're looking for. The salary not being exposed by the employer means that you can negotiate based on the company's track record for employee retention and satisfaction.

Overview: PORTFOLIO ANALYST - Bay Area

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This position is a common role that is generally open and available at any given time. If a role is currently available and you meet the qualifications, you will be contacted. You may also be contacted at a later date if the role is not immediately available but becomes open in the near future.


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
  • Note, this role is not a research analyst position

Wealth Management Division: City National Rochdale

For over 35 years, City National Rochdale has specialized exclusively in providing intelligently personalized portfolio management for high-net-worth individuals, families, and institutions with $1m or more in investable assets.
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)
  • Strongproblem 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.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank is an equal opportunity employer committed to diversity and inclusion. 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 law.'
ABOUT CITY NATIONAL
We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to be at the heart of our company today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

Take the time to read the entire job posting before making any decisions. If you are confident in your ability to fulfill the responsibilities and expectations of this job, we welcome you to apply. If you are unsure about any aspect of this job posting, please do not hesitate to reach out to us for clarification. Don't let the pressure to submit your application quickly compromise the quality of your work – take the time to do it right. Alternatively, if this job vacancy doesn't work out, liquidscapes.info has other job vacancies you can consider.