City National Bank
Portfolio Analyst Fixed Income
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Job Description
Overview: 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. WHAT DO YOU NEED TO SUCCEED?Required Qualifications** Bachelor's Degree or equivalent * Minimum of 4 years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint) * Minimum of 1 year of experience working in a professional team environment
Additional Qualifications
* Ability and willingness to learn new analytical tools and technologies. * Strong interest in developing programming skills, particularly in Python and/or R; prior coding experience is a plus * Experience in finance related role, preferably in investment management and services and professional team environment (relevant internship experience considered) * 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 mod
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