Portfolio Analyst

Portfolio AnalystThe Portfolio Analyst primary responsibilities are:Prepare review book materials for client presentationsPrepare Investment Policy Statement letters for new clients and Investment Policy Statement change / reallocation letters when necessaryAssist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquiresAct as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client ServicesTransition / set up new client accountsAnalyze portfolio performance and research outliersRespond to ad hoc client requests, and manage client and advisor phone calls in the course of providing the highest degree of serviceBecoming proficient in the applications and technology used in the portfolio management and client service operations processesRespond to compliance inquiries, including those re: large withdrawals and source of funds for existing clientsKeep up with the current market environment and general performance of firms investmentsWith experience, setup client accounts in trading system and perform basic trading responsibilities, and analyze accounts for strategic rebalancingOf note, this role is not a research analyst positionWhat do you need to succeed?Bachelor's Degree or equivalent2 years of experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience considered)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 skillsAttention to detailAbility and desire to learnExcellent communication skills; professional demeanorAbility to effectively address Client or FA trade and investment related questionsAbility to learn the Firm's proprietary trading system, and the portfolio accounting systemAbility to multi-task and prioritize multiple deliverablesQuality of work product; quality assurance of work product of othersCommitment to pursue CFA; level one candidateProficient in basic computer software tools, e.g., MS Word, Excel, Outlook, and PowerPointInterest and / or experience in client facing roleInterest in financial markets and investingBachelor's degree - preferably major in FinanceWhat'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 PerksComprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start dateGenerous 401(k) company matching contributionCareer Development through Tuition Reimbursement and other internal upskilling and training resourcesValued Time Away benefits including vacation, sick and volunteer timeSpecialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programsCareer Mobility support from a dedicated recruitment teamColleague Resource Groups to support networking and community engagementSince 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.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.