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City National Bank
City National Bank proudly offers services, tools and technology that put our people and communities first.
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Portfolio Design Analyst

Sorry, this job was removed at 4:55 a.m. (PST) on Tuesday, August 24, 2021
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PORTFOLIO DESIGN ANALYST



WHAT IS THE OPPORTUNITY?



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.



WHAT WILL YOU DO?



  • 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.



WHAT DO YOU NEED TO SUCCEED


Must-Have*

  • 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.



*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.



INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT
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.



ABOUT CITY NATIONAL



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.


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Prateechi Singh
Data Scientist
TACKLE CHALLENGES
Latitude to shake up a global industry
Prateechi Singh appreciates that City National gives her and her peers space to spark innovation in a way that feels like a startup within the company. “My job requires me to be an investigator,” she said. “There is so much to work on, so much to learn. That’s what makes fintech exciting for me.” While she notes that the banking sector can be slow to adapt to change, Singh said the opportunity to tackle challenges from scratch and figure out how to evolve alongside new technologies like cryptocurrencies is invigorating.
Prateechi Singh appreciates that City National gives her and her peers space to spark innovation in a way that feels like a startup within the company. “My job requires me to be an investigator,” she said. “There is so much to work on, so much to learn. That’s what makes fintech exciting for me.” While she notes that the banking sector can be slow to adapt to change, Singh said the opportunity to tackle challenges from scratch and figure out how to evolve alongside new technologies like cryptocurrencies is invigorating.
My team is very passionate about what we do, and I feel this is the key to success for any project. We try to solve hard problems.
Srikant Vavilapalli
Senior Software Development Manager
WORK HARD, THEN RELAX
A focus on work-life balance
Srikant Vavilapalli said City National Bank’s remote culture is defined by a palpable level of trust between teammates. “We foster open dialogue, which enables me to share expectations and deliverables with my team so that they can execute on time,” he said. Yet this common sense of respect doesn’t just make Vavilapalli’s team more efficient. It also empowers team members to set flexible working schedules. For Vavilapalli, that means he has more time to bond with his daughter or focus on his hobbies, such as cycling and photography.
Srikant Vavilapalli said City National Bank’s remote culture is defined by a palpable level of trust between teammates. “We foster open dialogue, which enables me to share expectations and deliverables with my team so that they can execute on time,” he said. Yet this common sense of respect doesn’t just make Vavilapalli’s team more efficient. It also empowers team members to set flexible working schedules. For Vavilapalli, that means he has more time to bond with his daughter or focus on his hobbies, such as cycling and photography.
I appreciate that our leaders make it a priority to encourage us to take breaks and step away from our desks during the day.
Marj Galapon
Lead Full-Stack Engineer
EVOLVE + INNOVATE
Collaborate with peers and drive progress
A mix of teamwork, autonomy and flexibility offers the perfect environment for Marj Galapon. She appreciates no-meeting Fridays, which allow time to learn something new, and the flexibility to work remotely — even before the pandemic — to avoid spending hours commuting. But perhaps the most transformative element of the engineering culture is the focus on continuous improvement. “We are encouraged to learn new technologies and challenge each other, which motivates us to do better every time,” she said. “City National recognizes all who strive to do their best.”
A mix of teamwork, autonomy and flexibility offers the perfect environment for Marj Galapon. She appreciates no-meeting Fridays, which allow time to learn something new, and the flexibility to work remotely — even before the pandemic — to avoid spending hours commuting. But perhaps the most transformative element of the engineering culture is the focus on continuous improvement. “We are encouraged to learn new technologies and challenge each other, which motivates us to do better every time,” she said. “City National recognizes all who strive to do their best.”
Sometimes I am successful; sometimes I fail — but failure does not stop me from experimenting with new things.

What are City National Bank Perks + Benefits

City National Bank Benefits Overview

We strive to be the best at whatever we do, and that includes the benefits and perks we offer our colleagues.

We understand that colleagues have different needs. As a result, we look to offer a holistic program to support and address physical, emotional, financial and social needs.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Remote work program
Diversity
Mandated unconscious bias training
Diversity employee resource groups
Our 11 Colleague Resource Groups (CRGs) help colleagues deepen their relationships and knowledge at work, encouraging more people to connect, learn and celebrate with each other.
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Coverage generally begins on the first day of the month following employment, and colleagues are able to cover spouses, domestic partners and/or dependent children.
Life insurance
Wellness programs
Mental health benefits
Abortion travel benefits
Financial & Retirement
401(K)
401(K) matching
Pretax and Roth 401(k) - the company matches 75% of the first six percent of eligible pay a colleague contributes each pay period. Match dollars are immediately vested.
Performance bonus
Some positions may be eligible for bonus and/or commissions
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Adoption Assistance
Fertility benefits
Vacation & Time Off Benefits
Paid volunteer time
Paid holidays
Paid sick days
Floating holidays
Bereavement leave benefits
Office Perks
Commuter benefits
Mother's room
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
View full list of perks + benefits

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