![]() ![]() We start with a basic premise: Business is personal. 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. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTĬity National Bank is an equal opportunity employer committed to diversity and inclusion. ![]() Get an inside look at our Benefits and Perks. 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.īenefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. *To be considered for this position you must meet at least these basic qualifications This job is eligible for bonus and/or commissions. Exact compensation may vary based on skills, experience, and location. Bachelor's degree - preferably major in FinanceĬompensation Starting base salary: $65,296 - $104,304 per year.Interest in financial markets and investing.Interest and / or experience in client facing role.Proficient in basic computer software tools, e.g., MS Word, Excel, Outlook, and PowerPoint.Commitment to pursue CFA level one candidate.Quality of work product quality assurance of work product of others.Ability to multi-task and prioritize multiple deliverables.Ability to learn the Firm's proprietary trading system, and the portfolio accounting system.Ability to effectively address Client or FA trade and investment related questions.Excellent communication skills professional demeanor.Strong problem solving and analytical skills.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).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).For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm. Wealth Management Division: City National RochdaleĪs a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. Of note, this role is not a research analyst position.With experience, setup client accounts in trading system and perform basic trading responsibilities, and analyze accounts for strategic rebalancing.Keep up with the current market environment and general performance of firms investments.Respond to compliance inquiries, including those re: large withdrawals and source of funds for existing clients.Becoming proficient in the applications and technology used in the portfolio management and client service operations processes.Respond to ad hoc client requests, and manage client and advisor phone calls in the course of providing the highest degree of service.Analyze portfolio performance and research outliers.Transition / set up new client accounts.Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services.Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires.Prepare IPS letters for new clients and IPS change / reallocation letters when necessary.Prepare review book materials for client presentations.The Portfolio Analyst primary responsibilities are: ![]()
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