Exempt/Non Exempt: Exempt
Work Schedule: M-F, 8:30-5:30
City National Rochdale, a subsidiary of City National Bank, is an established, dynamic, investment management firm located in San Francisco with regional offices across the country, specializing in portfolio management for high-net worth individuals, families, and foundations. We are focused on successful, long-term client relationships and we invest globally for a nationwide client base of high net worth individuals and institutions. We provide clients with a truly unique investment counseling and portfolio management service that relates all portfolio decisions to each client’s personal benchmark.
We are currently seeking an Associate Portfolio Manager to be an integral part of our San Francisco Portfolio Management team. In this position, you will work directly with a Senior Portfolio Manager and be responsible for a variety of activities including, but not limited to:
• Strategic rebalancing to ensure the proper investment strategies are implemented in each portfolio
• Mastering the technology used in the portfolio management processes;
• Communicating with Clients and their Financial Advisors in the course of providing the highest degree of service;
• Understand the individual stock and bond research information in order to understand each company included in client portfolios and to effectively communicate with clients
• Review quarterly investment reports for client presentations
The ideal candidate should be career focused, possess strong analytical skills, and have the enthusiasm to take on initiatives independently. You should be team oriented and able to work in a fast paced environment. Additional requirements include:
• 5-7 years of Investment Services experience.
• 7 years of computer experience required (e.g., MS Word, Excel, Outlook, and PowerPoint)
• Pursuit of CFA
• Series 7 and 66
• Presentation and communication skills
• A strong understanding of the fundamentals of finance and investments
• Detail oriented
This is an excellent opportunity for a bright and intelligent individual with the goal of building a successful career in portfolio management.
*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.
Equal Opportunity/Affirmative Action Employer, M/F/D/V
Note: This 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.
Note: Candidates should be advised that City National Rochdale does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.
City National Bank
|| Not Specified
||Banking - Financial Services
San Francisco, CA
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