Portfolio Analyst Fixed Income

City National Bank • Beverly Hills, CA

1d • Onsite

About The Position

The Portfolio Analyst-Fixed Income supports the Senior Fixed Income Portfolio Managers in a variety of ways including data gathering and analysis, presentation preparation, ad hoc projects and some administrative tasks.

Requirements

• Bachelor's Degree or equivalent
• Minimum of 4 years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
• Minimum of 1 year of experience working in a professional team environment

Nice To Haves

• Ability and willingness to learn new analytical tools and technologies.
• Strong interest in developing programming skills, particularly in Python and/or R; prior coding experience is a plus
• Experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience considered)
• Strong problem solving skills
• Ability to work independently and use sound judgment
• Strong analytical skills
• Excellent communication skills
• Ability to multi-task and prioritize multiple deliverables
• Strong computer skills including excel modeling, data manipulation and graph creation as well as PowerPoint presentation preparation.
• Ability to learn the Firm’s proprietary trading, portfolio accounting and bond analytics systems
• Strong attention to detail and data accuracy.

Responsibilities

• Prepare standard and customized reports and analysis for use with internal colleagues and/or existing/prospective clients.
• Maintain and expand economic database and corresponding charts.
• Monitor client portfolios and provide relevant information to the portfolio managers.
• Gather, analyze and report investment performance and relevant benchmark indices to portfolio management team.
• Interface with the research and investment management teams to ensure CNR’s strategy is accurately reflected in client portfolios.
• Prepare PowerPoint presentations and any applicable content at the request of the portfolio managers.
• Conduct ad hoc research and/or analytical projects.
• Report on a specified topic on daily market calls and weekly strategy meetings.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level