City National Bank ยท 1 day ago
Junior Portfolio Manager
Huntington, WV, US
Full-time
Onsite
New Grad, Entry LevelCity National Bank is seeking a Junior Portfolio Manager to train closely with the Trust & Wealth Management Division Portfolio Managers. The role involves assisting with the implementation of investment functions and learning to manage client portfolios under supervision.
Banking
Responsibilities
Work closely with Portfolio Manager group to develop skills necessary to independently manage client portfolios and client relationships
Learn department's techniques associated with asset allocation of client portfolios
Learn department's processes involved with direct purchase, sale and redemption of investment securities
Obtain working knowledge required for adherence to regulatory and compliance policies and procedures
Coordinate and assist with daily monitoring of the Divisions approved securities lists (equity, mutual fund, exchange traded fund, etc.)
Assist Portfolio Managers/Business Development Officers with the preparation of meeting materials to review financial objectives and account performance for existing clients
Accompanies and supports Trust Portfolio Managers when meeting existing and prospective clients
Assist Trust Portfolio Managers with special projects as identified and assigned
Participate in various community related activities and functions
Qualification
Required
Bachelor's degree in related field
Strong attention to detail
Strong analytical skills
Computer proficiency; Word, Excel, Access, accounting software
Professional image and excellent oral and written communication skills
Excellent communications skills
Strong leadership skills
Preferred
Familiarity with a broad range of trust and investment markets preferred
Willingness to complete additional education as assigned
Company
City National Bank
City has been delivering innovative banking products and supporting its local communities for more than 65 years, proudly serving consumers and businesses in more than 95 locations across West Virginia, Kentucky, Virginia and Ohio.
Founded in 1957
501-1000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Late StageLeadership Team
Ed Wright
Partner
Guy Johnston
Chief People Officer
Company data provided by crunchbase