Job summary
Job post source
This job is directly from City National Bank
Job overview
The Portfolio Design Analyst at City National Bank supports client teams by delivering investment analysis and financial planning materials for high-net-worth clients, contributing to personalized portfolio management.
Responsibilities and impact
The role involves analyzing client statements, processing data into proprietary software, preparing customized presentations, maintaining quality standards, ensuring proposal efficiency, conducting data checks, and supporting the sales team with documentation and performance metrics.
Compensation and benefits
The position offers a starting base salary range of $71,825 to $114,734 annually, eligibility for bonuses or commissions, comprehensive healthcare coverage, 401(k) matching, career development opportunities, and various specialized health and family benefits.
Experience and skills
Candidates need at least 2 years of experience in investments or financial services, proficiency with Microsoft Excel and PowerPoint, and experience in a professional team environment; additional qualifications include familiarity with financial databases, strong analytical skills, and effective communication abilities.
Career development
City National Bank provides career development through tuition reimbursement, internal upskilling, training resources, and career mobility support via a dedicated recruitment team.
Work environment and culture
The company values integrity, community, diversity, and inclusion, fostering an environment that supports networking, community engagement, and equal opportunity employment.
Company information
City National Bank, founded in 1954 and a subsidiary of Royal Bank of Canada, is a respected financial institution known for its entrepreneurial roots and commitment to client relationships.
Team overview
The role is within City National Rochdale, the Wealth Management group, known for personalized portfolio management and a boutique investment approach.
Application process
Applications are accepted on an ongoing basis via careers.cnb.com until the position is filled.
Unique job features
The job offers the opportunity to work with proprietary financial planning software and contribute to high-net-worth client portfolio management in a boutique investment firm setting.
Company overview
City National Bank, headquartered in Los Angeles, is a premier financial institution known for providing a wide range of banking, investment, and trust services. Established in 1954, it has grown significantly, particularly after its acquisition by the Royal Bank of Canada in 2015. The bank primarily serves affluent individuals, entrepreneurs, and businesses, generating revenue through personal and commercial banking, wealth management, and real estate lending. Its strong reputation for personalized service and financial expertise makes it a distinguished player in the banking industry.
How to land this job
Position your resume to highlight your experience with investment analysis, financial planning, and proficiency in Microsoft Excel and PowerPoint, aligning with the Portfolio Design Analyst role at City National Bank.
Emphasize your ability to work in professional team environments, attention to detail, and familiarity with financial databases or proposal software mentioned in the job description, as well as your strong analytical and communication skills.
Apply through multiple channels including City National Bank’s official careers site and LinkedIn to maximize your application visibility and chances of being noticed.
Connect with professionals in the Wealth Management or City National Rochdale division on LinkedIn, using ice breakers such as commenting on recent company initiatives or asking about their experience working with portfolio design and client presentations.
Optimize your resume for ATS by incorporating keywords like 'investment analysis,' 'portfolio management,' 'financial planning,' 'Microsoft Excel,' 'PowerPoint,' and specific tools or software mentioned to ensure it passes automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored applications, identify optimal application channels, and discover relevant LinkedIn connections, allowing you to focus your energy on preparing for interviews and networking.
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