Friday, February 8, 2013

Associate Portfolio Manager, City National - Irvine, CA

Associate Portfolio Manager, City National - Irvine, CA

Job Description
Implement proprietary strategies and asset allocation for City National clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients. Assist SPM in developing research and analysis that contributes to CNAM’s market strategies, asset allocation policies and tactics. Assist SPM’s in the development of communications and presentations concerning strategic shifts and changes in the marketplace to both clients and client facing colleagues. Recommend trades consistent with CNAM policies and client guidelines and objectives for approval by SPM’s. Rebalance clients’ asset allocation consistent with investment objects and risk tolerance. Review the assets in each account periodically to ensure that investments meet the intent and strategies of the client. Follow appropriate Regulation 9 process. Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
  • *Minimum 3 years of investment services experience required.
  • *Minimum 4 years of basic computer experience required (e.g. MS Word, Excel, Outlook, and PowerPoint)
  • *Minimum 2 years experience in a banking or financial services environment required.
  • Bachelor Degree. CFA or work toward CFA or MBA preferred.
  • Demonstrated ability to apply relevant financial market knowledge and theory preferred.
  • Ability to provide successful, reasoned, and timely inputs associated with all aspects of managing client portfolios preferred.
  • Ability to aid the investment team in achieving superior performance while complying with all risk and regulatory requirements.
  • Proficiency in investment analysis and research techniques.
  • Excellent understanding of the economy and financial markets.
  • Strong interpersonal, verbal and written communication skills.
  • Ability to plan, organize and prioritize work.
 *Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.
 
Exempt, Regular, Full Time, M-F. 
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.  Candidates are advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed

Candidates can apply at: https://www.cnb.com/careers/job-search.asp

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