Description
PORTFOLIO ANALYST FIXED INCOME
WHAT IS THE OPPORTUNITY?
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.
Must-Have*
- Bachelor's Degree or equivalent
- Minimum of four years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
- Minimum of one year of experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience considered; internal mobility candidates highly desired and encouraged; )
Skills and Knowledge
- 0-3 years of experience in finance related role , preferably in investment management and services and professional team environment (relevant internship experience considered; internal mobility candidates highly desired and encouraged;)
- 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
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.
*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.
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. Get an inside look at our Benefits and Perks.
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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