Portfolio Analyst Fixed Income

PORTFOLIO ANALYST FIXED INCOME

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.

• 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.

• 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

• 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 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
• Strong attention to detail and data accuracy.

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.

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks.

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

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