Portfolio Manager

City National Bank•Irvine, CA

33d

About The Position

Manage City National Rochdale client assets. Develop investment strategies and make investment decisions, to achieve clients' investment goals.

Requirements

Master's Degree
A minimum of 8 years of investment management experience
CFA - Charter Financial Analyst
FINRA Series 7 and 66 securities
Connects knowledge of markets/strategies/economy to portfolio construction and maintenance
Complete understanding of investment strategies and solutions- and how to use in al all client profiles

Nice To Haves

CAIA Preferred
Years in Role Before Advancement: 5 years with CNR/2 years as a PM I or, 5 years with an outside firm and 2 years as a PMII
Inside CNR: 2-3 years as a APM with a minimum of 7 years of experience
Outside CNR: Minimum 8 years of experience

Responsibilities

Act in a leadership role and as technical resource for advisors.
Handle advisor and client communication. Work closely with PM/SPM on overall relationship and any expansion opportunities.
Prepare client presentations.
Communicate regularly with advisors to ensure that investment solutions and services are meeting their needs, expectations, and specifications.
Facilitate and conduct individual meetings and presentations.
Operate and represent City National Rochdale with the highest level of integrity and work ethic.
Manage an assigned group of investment portfolios.
Work closely with clients and advisors, advising them on strategies to achieve investment goals.
Structure investment portfolios and rebalance asset allocation within client’s investment objects and risk tolerance.
Trade implementation and strategic rebalancing for new and existing client accounts.
Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client.
Manage cash flow, reinvestment and liquidity requirements.
Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results. Make adjustments to their investment strategies as needed.
Attend client meetings.
Recommend and collaborate with PM/SPM regarding the impact and implementation of strategic and research related changes to the overall book
Workflow and task management including distribution and oversight of tasks to other team members.
Consistent commitment to support the learning and development of all colleagues in conjunction with the PM/SPM. Expects each team member to perform at a high level and monitor and review deliverables and processes. Guide and mentor junior teammates.
Work with advisors to acquire new business, work on bringing in additional assets from existing clients.
Demonstrate expert knowledge of both internal and external investment solutions.
Communicate strategic shifts and changes in the marketplace to clients, advisors, and internal colleagues.
Analyze alternative investment and risk scenarios (e.g. relative value, overall investment return, interplay of various asset classes, and comparative return of different markets)
Follow appropriate Regulation 9 process.
Accurately complete various compliance related reporting in a timely manner.
Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.

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

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