Job 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.

Wealth Management Division: City National Rochdale
As 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. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.

WHAT WILL YOU DO?

• Assist with initial analysis of prospective client statements.
• Enter/process client specific data and portfolio holdings into firm propriety proposal software for client presentations.
• Create and prepare customized presentations for specific advisor and client meetings
• Print and bind client presentations
• Develop relationships with sales investment consultants
• Perform clerical and support takes
• Maintain defined quality standards and expectations
• Ensure proposal process efficiency to meet all Sales deadlines
• Conduct data quality checks and provide workarounds when needed
• Responsible for requesting documents and following up with Sales Team for additional information
• Update and manage team’s key performance metrics and distribute to senior management

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: $71,825 - $114,734 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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