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New Accounts Analyst
City National Bank - Houston, TX
NEW ACCOUNTS ANALYST WHAT IS THE OPPORTUNITY? Works with branch and department colleagues on all aspects of the client on-boarding process. Collaborates with Portfolio Management teams to process requests for new or existing accounts or best way to transfer assets into the firm. Resolves inquiries and escalates as appropriate WHAT WILL YOU DO? Assist clients, partner Fi...
Performance Reporting Analyst
City National Bank - Houston, TX
PERFORMANCE REPORTING ANALYST WHAT IS THE OPPORTUNITY? This position provides systems administration, reports and analysis, and data management support that improves the delivery and efficiency of City National Rochdale services. Creates and compiles monthly and quarterly performance data and reports utilizing the Advent APX System, reconciles performance discrepa...
Portfolio Manager
City National Bank - Houston, TX
ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. 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 ...
