Fixed Income Portfolio Analyst — Data & Insights

City National Bank; Beverly Hills, Northern (CA, KY); Hybrid; USD 65,000 - 104,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) match

Tuition reimbursement

Time away benefits

Career development

Job summary

City National Bank is seeking a Portfolio Analyst-Fixed Income to support Senior Portfolio Managers with data gathering, analysis, and presentation preparation. You will monitor portfolios, analyze performance, and prepare content for client discussions and internal strategy sessions.

The role requires a Bachelor’s degree, 4+ years of computer experience, and strong communication and analytical skills. Familiarity with Python or R is a plus; finance experience is preferred.

Qualifications

• Bachelor's degree or equivalent required.
• Minimum of 4 years of computer experience (MS Word, Excel, Outlook, PowerPoint).
• Minimum of 1 year experience working in a professional team environment.
• Willingness to learn new analytical tools and technologies.
• Strong interest in developing programming skills (Python and/or R).
• Finance-related experience in investment management is preferred.
• Strong problem solving skills.
• Ability to work independently with sound judgment.
• Strong analytical skills and excellent communication.

Responsibilities

• Prepare standard and customized reports and analysis for internal colleagues and clients.
• Maintain and expand economic database and related charts.
• Monitor client portfolios and provide relevant information to portfolio managers.
• Gather, analyze and report investment performance and benchmark indices to the team.
• Interface with research and investment management teams to reflect CNB’s strategy in portfolios.
• Prepare PowerPoint presentations and content for portfolio managers.
• Conduct ad hoc research and analytical projects.
• Report on topics during daily market calls and weekly strategy meetings.

Skills

Strong analytical skills

Excellent communication

Multi-tasking & prioritization

Education

Bachelor's Degree or equivalent

Tools

MS Word

Excel

Outlook

PowerPoint

Python

R

Job description

City National Bank is seeking a Portfolio Analyst-Fixed Income to support Senior Portfolio Managers with data gathering, analysis, and presentation preparation. You will monitor portfolios, analyze performance, and prepare content for client discussions and internal strategy sessions.

The role requires a Bachelor’s degree, 4+ years of computer experience, and strong communication and analytical skills. Familiarity with Python or R is a plus; finance experience is preferred.