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Portfolio Design Analyst at City National Bank
Beverly Hills, CA 90210, USA - Full Time
Skills Needed
Communication Skills, Bloomberg, Morningstar, Conflict Resolution, Investments
Qualification
BA
Experience Required
Minimum 1 year(s)
KYC Review Analyst- Ops at City National Bank
Newark, DE 19713, USA - Full Time
Skills Needed
Analytical Skills, Bank Secrecy Act, Microsoft Office
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Product Manager III Treasury Management Solutions at City National Bank
Charlotte, NC 28210, USA - Full Time
Skills Needed
Large Projects, Confluence, Transactional Systems, Teams, Agile, Project Planning, Data Analytics, Payment Systems, Positive Pay, Disbursement, Transaction Processing, Jira, Treasury Management
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Loan Review Analyst I at PlainsCapital Bank
Dallas, Texas, USA - Full Time
Skills Needed
Construction Loans, Cash Flow Statements, Reviews
Qualification
Graduate
Senior Manager Business Credit - Sydney at Bank of Queensland
Sydney, New South Wales, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Administrative Specialist Senior at City National Bank
Los Angeles, CA 90071, USA - Full Time
Skills Needed
Excel, Powerpoint, Communication Skills, Outlook, Microsoft Word
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Manager Financial Crimes Compliance II at City National Bank
Charlotte, NC 28210, USA - Full Time
Skills Needed
Outlook, Finance, Regulatory Requirements, Usa Patriot Act, Communication Skills, Documentation, Powerpoint, Customer Service Skills, Designation, Excel
Specialization
Business or finance or equivalent experience preferred
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Manager, Workforce at Standard Bank - UK
Cape Town, Western Cape, South Africa - Full Time
Skills Needed
Workforce Management, Forecasting, Scheduling, Capacity Planning, Data Analysis, Reporting, Risk Management, Team Leadership, Stakeholder Collaboration, Compliance, Performance Monitoring, Continuous Improvement, Analytical Capability, Workforce Analytics, Budget Management, Labour Laws
Specialization
Candidates should have a Bachelor's Degree or Advanced Diploma in a relevant field and a minimum of 3-4 years of experience in Personal and Private Banking or service/operational roles at management level. Proven expertise in workforce management and strong analytical capabilities are essential.
Experience Required
Minimum 2 year(s)
Consultant, Cash (Level 1) at Standard Bank - UK
Ladismith, Western Cape, South Africa - Full Time
Skills Needed
Cash Handling, Teller Operations, Frontline Support, Bulk Cash Transactions, Atm Operations, Legal Aspects, Branch Banking, Customer Service, Banking Policies, Client Experience, Assessment Skills, Understanding Procedures, Information Examination, Task Management, Output Production, Insight Provision, People Understanding
Specialization
Candidates must have a National Certificate in Banking and 1-2 years of relevant branch banking experience. A thorough understanding of banking policies, cash handling, and various branch functions is essential.
Customer Service Officer - Oxenford at Bank of Queensland
Brisbane, Queensland, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Client Services Specialist at Golden Valley Bank
Oroville, CA 95966, USA - Full Time
Skills Needed
Cash Handling
Qualification
Diploma
Coordenador de Execução de Vendas - Mercados Financeiros at Standard Bank - UK
Luanda, Luanda Province, Angola - Full Time
Skills Needed
Account Management, Client Engagement, Customer Service, Financial Reporting, Market Analysis, Product Knowledge, Risk Assessment, Sales Support, Data Interpretation, Relationship Building, Market Trends, Client Integration, Problem Solving, Communication Skills, Operational Procedures, Feedback Solicitation
Specialization
A bachelor's degree in Business Commerce or Finance and Accounting is required. Candidates should have 1-2 years of experience in Flow Sales and Global Markets Client Management, with a basic understanding of Corporate and Investment Banking.
Experience Required
Minimum 2 year(s)
Payments Fraud Analytics Lead at City National Bank
Los Angeles, CA 90071, USA - Full Time
Skills Needed
Crystal Reports, Falcon, Writing, Excel, Payment Systems
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Relationship Manager Senior at City National Bank
Atlanta, GA 30305, USA - Full Time
Skills Needed
Kyc, Risk, Cip, Financial Statements
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Consultant, Cash (Level 1) at Standard Bank - UK
George, Western Cape, South Africa - Full Time
Skills Needed
Branch Banking Experience, Cash Handling, Teller Operations, Frontline Support, Bulk Cash Transactions, Atm Operations, Legal Aspects Of Cash Handling, Customer Understanding, Banking Processes, Application Verification, Product Knowledge, Decision Making, Information Examination, Practical Approaches, Insight Generation
Specialization
Candidates must have a National Certificate in Banking and 1-2 years of relevant branch banking experience. A thorough understanding of bank policies, cash handling, and departmental functions is essential.
Technical Specialist at Bank of Queensland
Brisbane, Queensland, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Transformation Mgr-Sr Program Mgr at City National Bank
Charlotte, NC 28210, USA - Full Time
Skills Needed
Customer Experience, Wealth Management, Crm, Transformation Programs, Communication Skills, Risk, Design, Commercial Banking, High Performance Teams, Data Analytics, Presentation Development, Testing, Document Management
Qualification
Graduate
Experience Required
Minimum 7 year(s)
Commercial Lender at John Marshall Bank
Washington, District of Columbia, United States - Full Time
Skills Needed
Commercial Lending, Business Development, Credit Analysis, Portfolio Management, Financial Analysis, Sales Skills, Interpersonal Skills, Presentation Skills, Relationship Management, Market Trends, Community Engagement, Team Collaboration, Goal Achievement, Loan Portfolio Maintenance, Customer Service, Civic Activities
Specialization
Candidates must have a Bachelor's Degree and at least 5 years of commercial portfolio management experience, including 2 years in Commercial Banking in Washington, D.C. Strong knowledge of financial analysis and banking credit principles is essential.
Experience Required
Minimum 5 year(s)
Commercial Lender at John Marshall Bank
Rockville, Maryland, United States - Full Time
Skills Needed
Business Development, Financial Analysis, Credit Principles, Loan Processing, Client Service, Networking, Portfolio Management, Negotiation, Mentoring, Market Analysis, Community Engagement, Sales Goals, Deposit Products, Treasury Management, Relationship Management, Risk Mitigation
Specialization
Candidates must have a Bachelor's Degree and at least 5 years of commercial loan portfolio management experience. Strong knowledge of financial analysis and banking credit principles is essential, along with experience in Montgomery County, MD.
Experience Required
Minimum 5 year(s)
Commercial Relationship Manager at John Marshall Bank
Rockville, Maryland, United States - Full Time
Skills Needed
Relationship Management, Commercial Lending, Sales Proposals, Customer Service, Business Development, Financial Analysis, Problem Solving, Interpersonal Skills, Cross Selling, Treasury Management, Networking, Confidentiality, Attention To Detail, Self Starter, Multi Tasking
Specialization
A bachelor's degree in business, finance, or accounting is required, along with at least 5 years of experience in bank sales and relationship management. Familiarity with the commercial lending process and strong interpersonal skills are preferred.
Experience Required
Minimum 5 year(s)
Portfolio Design Analyst at City National Bank
Beverly Hills, CA 90210, USA -
Full Time

Start Date

Immediate

Expiry Date

26 Nov, 25

Salary

65296.0

Posted On

26 Aug, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Bloomberg, Morningstar, Conflict Resolution, Investments

Industry

Financial Services

Description

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.
Responsibilities
  • 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.
Portfolio Design Analyst at City National Bank
Beverly Hills, CA 90210, USA - Full Time
Skills Needed
Communication Skills, Bloomberg, Morningstar, Conflict Resolution, Investments
Qualification
BA
Experience Required
Minimum 1 year(s)
KYC Review Analyst- Ops at City National Bank
Newark, DE 19713, USA - Full Time
Skills Needed
Analytical Skills, Bank Secrecy Act, Microsoft Office
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Product Manager III Treasury Management Solutions at City National Bank
Charlotte, NC 28210, USA - Full Time
Skills Needed
Large Projects, Confluence, Transactional Systems, Teams, Agile, Project Planning, Data Analytics, Payment Systems, Positive Pay, Disbursement, Transaction Processing, Jira, Treasury Management
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Loan Review Analyst I at PlainsCapital Bank
Dallas, Texas, USA - Full Time
Skills Needed
Construction Loans, Cash Flow Statements, Reviews
Qualification
Graduate
Senior Manager Business Credit - Sydney at Bank of Queensland
Sydney, New South Wales, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Administrative Specialist Senior at City National Bank
Los Angeles, CA 90071, USA - Full Time
Skills Needed
Excel, Powerpoint, Communication Skills, Outlook, Microsoft Word
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Manager Financial Crimes Compliance II at City National Bank
Charlotte, NC 28210, USA - Full Time
Skills Needed
Outlook, Finance, Regulatory Requirements, Usa Patriot Act, Communication Skills, Documentation, Powerpoint, Customer Service Skills, Designation, Excel
Specialization
Business or finance or equivalent experience preferred
Qualification
Graduate
Experience Required
Minimum 2 year(s)
Manager, Workforce at Standard Bank - UK
Cape Town, Western Cape, South Africa - Full Time
Skills Needed
Workforce Management, Forecasting, Scheduling, Capacity Planning, Data Analysis, Reporting, Risk Management, Team Leadership, Stakeholder Collaboration, Compliance, Performance Monitoring, Continuous Improvement, Analytical Capability, Workforce Analytics, Budget Management, Labour Laws
Specialization
Candidates should have a Bachelor's Degree or Advanced Diploma in a relevant field and a minimum of 3-4 years of experience in Personal and Private Banking or service/operational roles at management level. Proven expertise in workforce management and strong analytical capabilities are essential.
Experience Required
Minimum 2 year(s)
Consultant, Cash (Level 1) at Standard Bank - UK
Ladismith, Western Cape, South Africa - Full Time
Skills Needed
Cash Handling, Teller Operations, Frontline Support, Bulk Cash Transactions, Atm Operations, Legal Aspects, Branch Banking, Customer Service, Banking Policies, Client Experience, Assessment Skills, Understanding Procedures, Information Examination, Task Management, Output Production, Insight Provision, People Understanding
Specialization
Candidates must have a National Certificate in Banking and 1-2 years of relevant branch banking experience. A thorough understanding of banking policies, cash handling, and various branch functions is essential.
Customer Service Officer - Oxenford at Bank of Queensland
Brisbane, Queensland, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Client Services Specialist at Golden Valley Bank
Oroville, CA 95966, USA - Full Time
Skills Needed
Cash Handling
Qualification
Diploma
Coordenador de Execução de Vendas - Mercados Financeiros at Standard Bank - UK
Luanda, Luanda Province, Angola - Full Time
Skills Needed
Account Management, Client Engagement, Customer Service, Financial Reporting, Market Analysis, Product Knowledge, Risk Assessment, Sales Support, Data Interpretation, Relationship Building, Market Trends, Client Integration, Problem Solving, Communication Skills, Operational Procedures, Feedback Solicitation
Specialization
A bachelor's degree in Business Commerce or Finance and Accounting is required. Candidates should have 1-2 years of experience in Flow Sales and Global Markets Client Management, with a basic understanding of Corporate and Investment Banking.
Experience Required
Minimum 2 year(s)
Payments Fraud Analytics Lead at City National Bank
Los Angeles, CA 90071, USA - Full Time
Skills Needed
Crystal Reports, Falcon, Writing, Excel, Payment Systems
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Relationship Manager Senior at City National Bank
Atlanta, GA 30305, USA - Full Time
Skills Needed
Kyc, Risk, Cip, Financial Statements
Qualification
Graduate
Experience Required
Minimum 5 year(s)
Consultant, Cash (Level 1) at Standard Bank - UK
George, Western Cape, South Africa - Full Time
Skills Needed
Branch Banking Experience, Cash Handling, Teller Operations, Frontline Support, Bulk Cash Transactions, Atm Operations, Legal Aspects Of Cash Handling, Customer Understanding, Banking Processes, Application Verification, Product Knowledge, Decision Making, Information Examination, Practical Approaches, Insight Generation
Specialization
Candidates must have a National Certificate in Banking and 1-2 years of relevant branch banking experience. A thorough understanding of bank policies, cash handling, and departmental functions is essential.
Technical Specialist at Bank of Queensland
Brisbane, Queensland, Australia - Full Time
Skills Needed
Good Communication Skills
Qualification
Graduate
Transformation Mgr-Sr Program Mgr at City National Bank
Charlotte, NC 28210, USA - Full Time
Skills Needed
Customer Experience, Wealth Management, Crm, Transformation Programs, Communication Skills, Risk, Design, Commercial Banking, High Performance Teams, Data Analytics, Presentation Development, Testing, Document Management
Qualification
Graduate
Experience Required
Minimum 7 year(s)
Commercial Lender at John Marshall Bank
Washington, District of Columbia, United States - Full Time
Skills Needed
Commercial Lending, Business Development, Credit Analysis, Portfolio Management, Financial Analysis, Sales Skills, Interpersonal Skills, Presentation Skills, Relationship Management, Market Trends, Community Engagement, Team Collaboration, Goal Achievement, Loan Portfolio Maintenance, Customer Service, Civic Activities
Specialization
Candidates must have a Bachelor's Degree and at least 5 years of commercial portfolio management experience, including 2 years in Commercial Banking in Washington, D.C. Strong knowledge of financial analysis and banking credit principles is essential.
Experience Required
Minimum 5 year(s)
Commercial Lender at John Marshall Bank
Rockville, Maryland, United States - Full Time
Skills Needed
Business Development, Financial Analysis, Credit Principles, Loan Processing, Client Service, Networking, Portfolio Management, Negotiation, Mentoring, Market Analysis, Community Engagement, Sales Goals, Deposit Products, Treasury Management, Relationship Management, Risk Mitigation
Specialization
Candidates must have a Bachelor's Degree and at least 5 years of commercial loan portfolio management experience. Strong knowledge of financial analysis and banking credit principles is essential, along with experience in Montgomery County, MD.
Experience Required
Minimum 5 year(s)
Commercial Relationship Manager at John Marshall Bank
Rockville, Maryland, United States - Full Time
Skills Needed
Relationship Management, Commercial Lending, Sales Proposals, Customer Service, Business Development, Financial Analysis, Problem Solving, Interpersonal Skills, Cross Selling, Treasury Management, Networking, Confidentiality, Attention To Detail, Self Starter, Multi Tasking
Specialization
A bachelor's degree in business, finance, or accounting is required, along with at least 5 years of experience in bank sales and relationship management. Familiarity with the commercial lending process and strong interpersonal skills are preferred.
Experience Required
Minimum 5 year(s)