Portfolio Analyst

City National Bank • Irvine, CA

5d • Onsite

About The Position

The Portfolio Analyst plays a key role in supporting the Portfolio Management team by preparing client presentation materials, managing client correspondence, and liaising with various operations teams. This role involves analyzing portfolio performance, responding to client and advisor inquiries, and ensuring smooth operational processes. The analyst will also gain proficiency in the firm's technology and systems, and with experience, may assist with trading and account rebalancing. This position is not a research analyst role.

Requirements

• 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)
• 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
• Proficient in basic computer software tools, e.g., MS Word, Excel, Outlook, and PowerPoint

Nice To Haves

• 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)
• Commitment to pursue CFA; level one candidate
• Interest and / or experience in client facing role
• Interest in financial markets and investing
• Bachelor’s degree - preferably major in Finance

Responsibilities

• 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

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: Entry Level