Portfolio Manager Associate

Job Description

• Portfolio Manager Associate role implementing proprietary investment strategies and asset allocation for RBC Rochdale clients in Beverly Hills, CA; the position is not indicated as fully remote and requires reporting to a designated City National location.
• Supports Senior Portfolio Managers with short- and long-term investment strategies, client allocations, trade recommendations, portfolio monitoring, risk/return presentations, and ad-hoc analysis.
• Executes securities trades, manages client portfolios and the book of business, evaluates tax liabilities and account restrictions, and handles rebalancing and complex investment situations.
• Requires a Bachelor's Degree, at least 4 years of Investment Management experience, and FINRA Series 65 or the ability to obtain it; MBA and/or CFA received or underway is preferred.
• Offers a base salary of $92,114–$156,880 per year plus eligibility for bonus and/or commissions; applications accepted on an ongoing basis until filled.