Portfolio Analyst at City National Bank — NeverHard

PORTFOLIO ANALYST WHAT IS THE OPPORTUNITY? The Portfolio Analyst primary responsibilities are: Prepare review book materials for client presentations Prepare IPS letters for new clients and IPS change / reallocation letters when necessary Assist the Portfolio Management team in solving client and advisor issues as it relates to Operational and logistical inquires Act as the primary Portfolio Management team liaison with all Operations teams including New Accounts, Billing, Performance and Clien…