Senior Equity Research & Portfolio Strategy Specialist

City National Bank • New York, NY

83d • $141,830 - $263,408

About The Position

This position serves as a senior strategist within our equity portfolio management team, responsible for developing and implementing advanced portfolio construction frameworks across multiple market segments. The role bridges fundamental equity research with sophisticated quantitative approaches to enhance investment decision-making, optimize portfolio performance, and expand our equity coverage universe through systematic methodologies.

Requirements

• Bachelor's Degree or equivalent in Finance, Economics, Business, Mathematics, or related field
• Minimum 15 years financial services experience
• Minimum 10+ years of experience in equity research, portfolio management, or related investment roles
• Minimum 5 years of experience applying quantitative methods to investment processes

Nice To Haves

• Demonstrated expertise in portfolio construction across different market segments
• Proven track record of developing and implementing equity models and screening tools
• Experience working with large financial datasets and deriving actionable insights
• Master’s degree in finance, Economics, Financial Engineering, or related quantitative discipline preferred
• CFA designation preferred; progress toward completion considered

Responsibilities

• Conduct in-depth analysis of equity market segments including US mid/small caps and international equities to identify structural trends and market inefficiencies
• Develop proprietary research methodologies that integrate fundamental insights with quantitative signals to generate alpha
• Partner with fundamental analysts to expand research coverage through systematic approaches and screening tools
• Monitor macroeconomic developments and assess potential impacts on different equity market segments
• Generate actionable investment insights through analysis of complex datasets, market dynamics, and academic research
• Design and implement sophisticated portfolio construction frameworks that balance return objectives with risk parameters
• Develop multi-factor models to enhance security selection and portfolio allocation decisions
• Create and maintain optimization processes that effectively manage portfolio constraints while maximizing expected returns
• Implement strategies to minimize transaction costs and market impact during portfolio rebalancing
• Evaluate and integrate alternative data sources to enhance return forecasting capabilities
• Build and maintain equity valuation models to identify potential investment opportunities in areas without dedicated fundamental coverage
• Develop and refine factor-based screening methodologies to systematically identify promising investment candidates
• Perform statistical analysis to test investment hypotheses and validate proposed strategies
• Collaborate with data science team to develop innovative approaches for extracting investment insights from large equity datasets
• Maintain and enhance Python-based analytical tools for portfolio management and investment decision support
• Design comprehensive portfolio analytics to evaluate investment decisions and provide attribution analysis
• Develop reporting frameworks to monitor portfolio characteristics, factor exposures, and performance metrics
• Analyze portfolio risk exposures across various dimensions (sector, region, factor, etc.) and recommend adjustments
• Conduct scenario analysis and stress testing to assess portfolio resilience under different market conditions
• Provide regular performance and risk reports to the investment committee and senior management

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: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees