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Portfolio Manager Associate

1 month ago

Houston, Texas, United States City National Bank Full time
Job Summary

City National Bank is seeking a highly skilled Portfolio Manager Associate to join our team. As a key member of our investment management team, you will be responsible for implementing proprietary strategies and asset allocation for City National Rochdale Financial Advisors and clients.

Key Responsibilities:

  • Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients
  • Manage the Book: analyses/activities on the total book of business, segments of the book, and client portfolios
  • Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client's investment mandates, cash needs, firm strategy changes and general rebalancing
  • Monitor client portfolios for deviations from specified strategy or to provide investment recommendations
  • Manage the workflow and development of teammates: training of systems and procedures, foster growth of responsibilities, and thinking, and serving clients

Requirements:

  • Minimum 4 years of experience in Investment Management
  • FINRA Series 7 and 66 securities or ability to obtain
  • Master's Degree MBA and/or CFA preferred

About City National Bank:

City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C, and Miami.