8 Jobs in San Francisco, CA
City National Bank is Hiring a Portfolio Analyst Near San Francisco, CA
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.
- 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
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)
- 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
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.
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.'
Job Summary
Full Time
Banking
$107k-150k (estimate)
02/28/2024
05/21/2024
cnb.com
LOS ANGELES, CA
3,000 - 7,500
1968
KELLY COFFEY
$1B - $3B
Banking
Related Companies
About City National Bank
With $70.3 billion in assets, City National Bank provides banking, investment and trust services through locations in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, Washington, D.C. and Miami*. In addition, the company and its investment affiliates manage or administer $81.3 billion in client investment assets. City National is a subsidiary of Royal Bank of Canada (RBC), one of North Americas leading diversified financial services companies. RBC serves more than 17 million personal, business, public sector and institutional clients thro ...
ugh offices in Canada, the United States and 34 other countries. For more information about City National, visit the companys website at cnb.com. *City National Bank does business in Miami and the state of Florida as CN Bank. Copyright 2021 City National Bank, CNB Member FDIC | All Rights Reserved Equal Housing Lender | NMLSR ID# 536994
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The job skills required for Portfolio Analyst include Integrity, Wealth Management, Financial Services, Client Relationship, Presentation, Investment Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Portfolio Analyst positions, which can be used as a reference in future career path planning. As a Portfolio Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Analyst. You can explore the career advancement for a Portfolio Analyst below and select your interested title to get hiring information.
If you are interested in becoming a Portfolio Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Portfolio Analyst for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Portfolio Analyst job description and responsibilities
Yet, despite the differences, portfolio analysts typically perform several common duties, such as conducting detailed portfolio analysis and preparing reports.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Portfolio Analyst jobs
Learn how to build a winning data analytics portfolio, even with no prior job experience.
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Portfolio analysts are typically required to have a bachelor’s degree in finance, economics, statistics or another closely related field. Many portfolio analysts choose to pursue a master’s degree in finance or a related field to increase their earning po
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Portfolio analysts typically receive on-the-job training after they are hired. This training may last for a few weeks to a few months and may include instruction on the company’s specific software and processes.
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Certifications are required to become a portfolio analyst, but they can help you become a more competitive candidate when applying for jobs.
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Join professional organizations or associations.
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Step 3: View the best colleges and universities for Portfolio Analyst.
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