Portfolio Analyst: Client Services & PM Support

City National Bank

Beverly Hills (CA)

On-site

USD 65,000 - 104,000

Full time

8 days ago

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Benefits offered by this job

Healthcare coverage

401(k) matching

Tuition Reimbursement

Time Away benefits

Fertility benefits

Career Mobility

Colleague Resource Groups

Job summary

City National Bank seeks a Portfolio Analyst to support the Portfolio Management team in client service, data preparation, and operational tasks. You will assist with account setup, performance analysis, and policy statement letters while engaging with advisors and clients to ensure high-quality service.

The role emphasizes learning the firm’s systems, with opportunities to grow into trading support and compliance collaboration as you gain experience.

Qualifications

Bachelor's Degree or equivalent.
2 years of experience in finance related role, preferably in investment management and services.
Relevant internship experience considered.

Responsibilities

Prepare review book materials for client presentations.
Prepare Investment Policy Statement letters for new clients and changes.
Assist Portfolio Management with client/advisor issues.
Transition / set up new client accounts.
Analyze portfolio performance and research outliers.
Respond to ad hoc client requests and manage calls.
Becoming proficient in applications and technology used in portfolio management and client services.
Respond to compliance inquiries including large withdrawals and source of funds.