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Portfolio Design Analyst

Company: City National Bank
Location: Beverly Hills
Posted on: November 21, 2022

Job Description:



Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families. Provide analytical and financial support and expertise through technological tools and software.

Wealth Management Division: City National Rochdale
As a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.


  • Provide in-depth customized analysis materials for all Advisors by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
  • Lead region as the subject matter expert in Galaxy, a proprietary asset allocation software system. Ensure expertise on the system and become a "go-to" for users when they have questions.
  • Use Allocation Master for less complex scenario analysis such as simple wealth simulation modeling, and portfolio cash flow expectation.
  • Create customized fixed income analysis teaming with fixed PMs.
  • Call and discuss each presentation with Advisors to ensure accuracy.
  • Do Request for Proposals (RFPs) upon request.
  • Update and work with marketing to complete surveys accurately and prior to deadline.
  • Update CNR performance information on Zephyr database quarterly.
  • Provide various reports to both Advisors and PMs including Morningstar research reports and scenario analysis on Zephyr.
  • Work with Advisors to create relevant analytics materials that can be used in conjunction with marketing materials.
  • Continuously update current marketing materials and internal websites.
  • Coordinate market related conference calls between PMs and Advisors.
  • Continually refine and improve current analysis templates and marketing materials to ensure presentations have a competitive advantage.


    • 2 years of experience in investments or other financial services industries.
    • Minimum of 2 years of experience with Microsoft Excel and PowerPoint programs
    • Minimum of 1 year working in a professional team environment.

      Skills and Knowledge
      • 1-3 years' experience in investments or other financial services industries or a BA degree. Strong desire to learn and grow, enrollment in CFA, CFP, or similar program strongly desired, but not required .
      • Minimum of 3 years of experience with Microsoft Excel and PowerPoint programs. Financial database experience similar to Bloomberg, Morningstar, Barra, MoneyTree Allocation Master, etc. is highly desired.
      • Minimum of 1-2 years working in a professional team environment.
      • Ability and willingness to work with multiple levels of colleagues and clients. Maintains a positive attitude in conflict resolution and problem solving.
      • Understand marketable securities, investment products and general financial planning concepts.
      • Strong analytical and financial analysis skills.
      • Ability to perform financial and economic analyses utilizing various planning tools and software level and effectively explain cause and effect as well as formulate supportable conclusions.
      • Must be able to think through problems and develop solutions with a strong attention to detail.
      • Must have strong verbal and written communication skills.


        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.

        *To be considered for this position you must meet at least these basic qualifications
        The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

        City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.


        We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies.

        Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

Keywords: City National Bank, Beverly Hills , Portfolio Design Analyst, Professions , Beverly Hills, California

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