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Company

Original Job Post

City National Bank · 2 days ago

Investment Due Diligence Analyst

New York, NY

Full-time

Onsite

Mid, Senior Level

$92K/yr - $157K/yr

5+ years exp

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Responsibilities

Assist with investment due diligence, selection, and monitoring of traditional managers for use in CNR’s open architecture platform and proprietary sub-advised strategies.

Participate in the process for identifying and researching alternative managers and strategies, including private funds and other partnership structures.

Assist with maintenance of CNR Approved Manager Lists, update quarterly reports and manager tear sheets, and serve as primary contact point for specific external managers and strategies.

Assist in maintaining all necessary documentation for regulatory requirements associated with Investment and Operational Due Diligence (aka IDD/ODD) for fund investments. Including regular research call leads, due diligence questionnaire maintenance, policy and procedure assistance.

Special project assignment duty at the request of Senior members of the Manager Research team, such as periodic publications, asset class research, and manager selection analysis.

Support the regulatory requirements of maintaining research records such as fraud oversight, news alerts, manager lists (initial, approved, terminated, etc.).

Investment related support such as performance attribution records, style analysis, and peer performance reviews. Operational diligence related support such as service provider records and change log amongst approved strategies.

Represent the Wealth Management business first line of defense (1LOD) and provide assistance for 2LOD Review & Challenge to provide sufficient guidance during testing periods and on a day to day basis.

Contribute to the development of a robust risk culture, risk conduct, and risk literacy within the 1LOD, including design and implementation of preventive and detective controls relating to Wealth Management Research activities (standing up Compliance-related controls)

Prioritize organizational risk management objectives.

Participate in special projects as necessary.

Assist with audit and examination preparation activities.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Investment researchTraditional investmentsAlternative investmentsMs excelPythonProgrammingQuantitative analysisQualitative analysisInvestment managementFinancial servicesPeer interactionChange managementRelationship buildingOperational changeFront line managementDriving changeStructured thinkingOperating under stressTight timelinesProblem-solvingInterpersonal skillsTime managementOrganizational skillsPrioritizationCommunication skillsAnalytical skillsTeamworkQuick learningAttention to detailStress management

Required

Bachelor's Degree or equivalent

5+ years of Investment Research experience in both Traditional and Alternative Investments

CFA, CAIA, and/or MBA or progress is encouraged, but not required

Advanced knowledge of MS Excel, Python or similar programming experience or interest a plus

Structuring and building quantitative and qualitative/conceptual analyses

Investment Management experience preferred

Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources

Knowledge in Financial Services

Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results

Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities

An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams

Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional

Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel

Excellent relationship and stakeholder management skills

Be able to handle uncertainty well, and are able to simplify complexity

Preferred

Bloomberg, Morningstar Direct, FactSet experience a plus

Project Management, SharePoint, Power BI, automation experience a plus

To be considered for this position you must meet at least these basic qualifications

Company

City National Bank

Glassdoor

3.6

City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.

Founded in 1953

Los Angeles, California, USA

1,001-5,000 employees

http://www.cnb.com

H1B Sponsorship

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Trends of Total Sponsorships

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2020 (58)