Portfolio Analyst Fixed Income

City National Bank; Beverly Hills, Northern (CA, KY); On-site; 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

PORTFOLIO ANALYST FIXED INCOME

The Portfolio Analyst-Fixed Income supports the Senior Fixed Income Portfolio Managers in a variety of ways including data gathering and analysis, presentation preparation, ad hoc projects and some administrative tasks.

WHAT WILL YOU DO?

• Prepare standard and customized reports and analysis for use with internal colleagues and/or existing/prospective clients.
• Maintain and expand economic database and corresponding charts.
• Monitor client portfolios and provide relevant information to the portfolio managers.
• Gather, analyze and report investment performance and relevant benchmark indices to portfolio management team.
• Interface with the research and investment management teams to ensure CNR’s strategy is accurately reflected in client portfolios.
• Prepare PowerPoint presentations and any applicable content at the request of the portfolio managers.
• Conduct ad hoc research and/or analytical projects.
• Report on a specified topic on daily market calls and weekly strategy meetings.

WHAT DO YOU NEED TO SUCCEED?

REQUIRED QUALIFICATIONS*

• Bachelor's Degree or equivalent
• Minimum of 4 years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
• Minimum of 1 year of experience working in a professional team environment

ADDITIONAL QUALIFICATIONS

• Ability and willingness to learn new analytical tools and technologies.
• Strong interest in developing programming skills, particularly in Python and/or R; prior coding experience is a plus
• Experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience considered)
• Strong problem solving skills
• Ability to work independently and use sound judgment
• Strong analytical skills
• Excellent communication skills
• Ability to multi-task and prioritize multiple deliverables
• Strong computer skills including excel modeling, data manipulation and graph creation as well as PowerPoint presentation preparation.
• Ability to learn the Firm’s proprietary trading, portfolio accounting and bond analytics systems
• Strong attention to detail and data accuracy.

WHAT'S IN IT FOR YOU?

COMPENSATION

Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

BENEFITS AND PERKS

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• 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

Get a more detailed look at our Benefits and Perks.

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.