Portfolio Analyst

Overview: RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. PORTFOLIO ANALYST - RBC Rochdale WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are:* Prepare review book materials for client presentations * Prepare IPS letters for new clients and IPS change / reallocation letters when necessary * Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires * Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Client Services * Transition / set up new client accounts * Analyze portfolio performance and research outliers * Respond to ad hoc client requests, and manage client and advisor phone calls in the course of providing the highest degree of service * Becoming proficient in the applications and technology used in the portfolio management and client service operations processes * Respond to compliance inquiries, including those re: large withdrawals and source of funds for existing clients * Keep up with the current market environment and general performance of firms investments * With experience, setup client accounts in trading system and perform basic trading responsibilities, and analyze accounts for strategic rebalancing * Of note, this role is not a research analyst position WHAT DO YOU NEED TO SUCCEED?Required Qualifications** Bachelor's Degree or equivalent * 2 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; referrals encouraged)

Additional Qualifications

* 0-3 year