ADDITIONAL QUALIFICATIONS

• 1-3 years’ experience in investments or other financial services industries or a BA degree. Strong desire to learn and grow, enrollment in CFA, CFP, or similar program strongly desired, but not required .
• Minimum of 3 years of experience with Microsoft Excel and PowerPoint programs. Financial database experience similar to Bloomberg, Morningstar, Barra, MoneyTree Allocation Master, etc. is highly desired.
• Minimum of 1-2 years working in a professional team environment.
• Ability and willingness to work with multiple levels of colleagues and clients. Maintains a positive attitude in conflict resolution and problem solving.
• Understand marketable securities, investment products and general financial planning concepts.
• Strong analytical and financial analysis skills.
• Ability to perform financial and economic analyses utilizing various planning tools and software level and effectively explain cause and effect as well as formulate supportable conclusions.
• Must be able to think through problems and develop solutions with a strong attention to detail.
• Must have strong verbal and written communication skills.

ABOUT US

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.

• Provide in-depth customized analysis materials for all Advisors by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools.
• Lead region as the subject matter expert in Galaxy, a proprietary asset allocation software system. Ensure expertise on the system and become a “go-to” for users when they have questions.
• Use Allocation Master for less complex scenario analysis such as simple wealth simulation modeling, and portfolio cash flow expectation.
• Create customized fixed income analysis teaming with fixed PMs.
• Call and discuss each presentation with Advisors to ensure accuracy.
• Do Request for Proposals (RFPs) upon request.
• Update and work with marketing to complete surveys accurately and prior to deadline.
• Update CNR performance information on Zephyr database quarterly.
• Provide various reports to both Advisors and PMs including Morningstar research reports and scenario analysis on Zephyr.
• Work with Advisors to create relevant analytics materials that can be used in conjunction with marketing materials.
• Continuously update current marketing materials and internal websites.
• Coordinate market related conference calls between PMs and Advisors.
• Continually refine and improve current analysis templates and marketing materials to ensure presentations have a competitive advantage.