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Portfolio Manager Associate

Company

City National Bank

Location

Beverly Hills, United States

Type

Full-time

 
ABOUT US
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 MANAGER ASSOCIATE
 
WHAT IS THE OPPORTUNITY?
Implement proprietary strategies and asset allocation for RBC Rochdale clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients.
 
WHAT WILL YOU DO?
* Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients.
* Respond to incoming calls, emails, and inquiries from clients - Portfolio characteristics, economic updates, and the firm’s investment thesis - Specific strategies and s...

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