CNB (Community National Bank) is a financial institution that offers a range of banking services, including personal and business banking, loans, mortgages, and investment solutions. The bank's ultimate mission is to provide exceptional financial services and products that meet the diverse needs of its customers, while fostering strong relationships within the communities it serves. CNB’s purpose is to deliver personalised banking experiences with a focus on customer satisfaction, financial stability, and community involvement, ensuring that clients receive the support and resources necessary to achieve their financial goals.

Finance

City National Bank

We make it our business to be personal. City National Bank Member FDIC. A subsidiary of Royal Bank of Canada.

You must be at least 18, a rising junior pursuing a Bachelor's degree, with strong communication, interpersonal skills, and the ability to multitask and prioritize projects effectively.

You will analyze financial statements, update valuations, research industry trends, and present findings while gaining exposure to credit underwriting on active deals.

Banking & Finance

Los Angeles

<div>
 <div>
  <b>INTERN - CREDIT</b>
 </div>
 <div>
 </div>
 <div>
  <b>WHAT IS THE OPPORTUNITY?</b>
 </div>
 <div>
  This internship opportunity focuses on Credit and/or Finance; and is a part of City National teams including Real Estate Banking, Commercial Banking, Specialty Banking, Residential Lending, Treasury Management Services, Personal &amp; Business Banking, Banking &amp; Investment Services, Finance.
 </div>
 <div>
 </div>
 <div>
  <i>Opportunities include:</i>
 </div>
 <ul>
  <li>Participating in projects and assignments that directly contribute to the success of the department you support.</li>
  <li>Working collaboratively with the intern cohort on a capstone project</li>
  <li>Professional instructor-led training that includes the fundamentals of working in a corporate environment</li>
  <li>Interaction and opportunities to network with executives and senior leadership</li>
  <li>Social events to network with your fellow interns</li> The potential to obtain a full-time offer
 </ul>
 <div>
  <b> What you will do</b>
 </div>
 <div>
  <ul>
   <li><i> Credit and/or Finance:</i>
    <ul>
     <li>Exposure to all aspects of credit underwriting while working on active deals</li>
     <li>Analyze company financial statements to determine borrower financial performance</li>
     <li>Update/create valuations</li>
     <li>Analysis of industry performance</li>
     <li>Research industry trends, report and present on findings</li>
    </ul></li>
  </ul>
 </div>
 <div>
  <div>
   <b> Must-Have*</b>
  </div>
  <ul>
   <li>At least 18 years old</li>
   <li>Rising Junior in college</li>
   <li>Enrolled in a college/university working towards a Bachelor's degree</li>
  </ul>
  <div>
   <b> Skills and Knowledge</b>
  </div>
  <ul>
   <li>Strong written and verbal communication skills</li>
   <li>Effective interpersonal skills</li>
   <li>Proficient in multitasking and prioritizing projects</li>
  </ul>
 </div>
 <div>
  <b> Compensation</b>
 </div>
 <div>
  <br> Starting base salary is not included as this position is a commission-based role. The overall annualized compensation range is $25/hour.
 </div>
 <div>
  <br>
  <ul>
   <li><b>To be considered for this position you must meet at least these basic qualifications</b></li>
  </ul> The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
 </div>
 <div>
 </div>
 <div></div>
 <div>
  <b>ABOUT CITY NATIONAL</b>
 </div>
 <div>
  <br> City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. <br> <br>
  <ul>
   <li><i>City National Bank does business in Miami and the state of Florida as CN Bank.</i></li>
  </ul><br> For more information about City National, visit cnb.com.
 </div>
 <div>
 </div>
 <div>
  <b>EQUAL OPPORTUNITY EMPLOYER &amp; REASONABLE ACCOMMODATION</b><br> City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE<br> <br> If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
 </div>
</div>


 
  INTERN - CREDIT
 
 
 
 
  WHAT IS THE OPPORTUNITY?
 
 
  This internship opportunity focuses on Credit and/or Finance; and is a part of City National teams including Real Estate Banking, Commercial Banking, Specialty Banking, Residential Lending, Treasury Management Services, Personal & Business Banking, Banking & Investment Services, Finance.
 
 
 
 
  Opportunities include:
 
 
  Participating in projects and assignments that directly contribute to the success of the department you support.
  Working collaboratively with the intern cohort on a capstone project
  Professional instructor-led training that includes the fundamentals of working in a corporate environment
  Interaction and opportunities to network with executives and senior leadership
  Social events to network with your fellow interns The potential to obtain a full-time offer
 
 
   What you will do
 
 
  
    Credit and/or Finance:
    
     Exposure to all aspects of credit underwriting while working on active deals
     Analyze company financial statements to determine borrower financial performance
     Update/create valuations
     Analysis of industry performance
     Research industry trends, report and present on findings
    
  
 
 
  
    Must-Have*
  
  
   At least 18 years old
   Rising Junior in college
   Enrolled in a college/university working towards a Bachelor's degree
  
  
    Skills and Knowledge
  
  
   Strong written and verbal communication skills
   Effective interpersonal skills
   Proficient in multitasking and prioritizing projects
  
 
 
   Compensation
 
 
   Starting base salary is not included as this position is a commission-based role. The overall annualized compensation range is $25/hour.
 
 
  
  
   To be considered for this position you must meet at least these basic qualifications
   The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
 
 
 
 
 
  ABOUT CITY NATIONAL
 
 
   City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.  
  
   City National Bank does business in Miami and the state of Florida as CN Bank.
   For more information about City National, visit cnb.com.
 
 
 
 
  EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. READ MORE  If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via email or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.
 


Intern - Credit - City National Bank

Intern - Credit

You must be 18+, a rising junior in college pursuing a Bachelor's, with strong communication skills, effective interpersonal abilities, and proficiency in multitasking and prioritizing projects.

You will analyze financial statements, create valuations, assess industry performance, research trends, and present findings while gaining credit underwriting experience on active deals.

You should have strong communication skills, organizational abilities, and experience in front desk operations and facilities management to effectively support administrative tasks.

You will manage front desk operations, greet visitors, coordinate facility needs, assist with administrative tasks, and ensure a welcoming environment for clients and staff.

New York

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.

The Opportunity

This role is part of the larger office operations team and is integral to the smooth operation of the NY office. Ability to work as part of a team, as well as good judgment, a must.

The Responsibilities

Receptionist Duties:


 * Answer phones and direct/transfer calls as needed or assist callers with inquiries.
 * Greet visitors, generally ensure they are comfortable.
 * Manage conference room reservations, ensure rooms are set up as needed with refreshments. Order meals as requested.
 * Manage reservations for visitor workspaces. Ensure spaces are set up for visitor in terms of equipment.
 * Manage provisioning and reclaiming of temporary ID badges.
 * Assist with sorting and distribution of mail and receive packages.
 * Make deposits at bank as needed.
 * Assist Office Ops team as needed. May assist with equipment or ID Badge orders with onboarding team.
 * Monitor team mailbox – action as needed. Ensure all requests are responded to, either on own or through collaboration with rest of team. File and maintain the team mailbox.
   
   

Facilities Coordinator Duties


 * Manage relationships and ensure proper service with post office, Fed Ex, other outside vendors.
 * Mail - Sort and distribute mail using one of these methods: scan and email or leave on colleague desk. On occasion, take certified mail to post office. Assist with packing and sending out of FedEx packages.
 * Make deposits at bank as needed.
 * Ensure desks of departing colleagues and visitor desks are cleaned on a regular and timely basis. Set up desks for new joiners.
 * Order and maintain office and pantry supplies. Stock print rooms with needed supplies. Collaborate with day matron on stocking of pantries.
 * Maintain good relationship with day matron and onsite facilities staff. Collaborate with both on status of repairs and maintenance of office.
 * Report, track, and manage repairs for NY office (both equipment and space). Generally maintain office in excellent working condition as well as supplies well organized.
 * Monitor team mailbox for facilities or supply requests.
   
   

The Qualifications


 * 4 Years Experience
 * Intermediate level concepts, principles and practices of providing administrative support.
 * Performing a range of staff and/or operational support activities for a manager or group of managers.
 * Answering telephones and assisting visitors.
 * Prepare, transcribing, composing, typing, editing correspondence, agendas and minutes and other documents.
 * Scheduling and coordinates meetings, events, interviews and appointments.
 * Preparing reports.
 * Gathering and analyzing basic information.
 * Establishing and maintaining files, databases, and other records.
 * Performing routine analyses and calculations involved in preparing reports.
 * Sorting, screening and distributing mail.
 * Operating standard office equipment and using required software applications.
 * Maintain currency in modern office management methods and techniques.
 * Read, comprehend and apply business related information.
 * Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
 * Communicate effectively, both orally and in writing.
 * Work collaboratively within a team environment.
 * Provide a high level of customer service.
 * Establish and maintain effective working relationships.
   
   

This is the pay range that Magnit reasonably expects to pay for this position: $29.00/hour - $31.07/hour

Benefits: Medical, Dental, Vision, 401K

Receptionist/ Facilities Coordinator - City National Bank

If you are hired to this position, you will be employed by Magnit Global. You will not be employed by City National Bank.&lt;br&gt;&lt;br&gt;&lt;strong&gt;The Opportunity&lt;br&gt;&lt;br&gt;&lt;/strong&gt;This role is part of the larger office operations team and is integral to the smooth operation of the NY office. Ability to work as part of a team, as well as good judgment, a must.&lt;br&gt;&lt;br&gt;&lt;strong&gt;The Responsibilities&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;em&gt;Receptionist Duties:&lt;br&gt;&lt;br&gt;&lt;/em&gt;&lt;ul&gt;&lt;li&gt;Answer phones and direct/transfer calls as needed or assist callers with inquiries.&lt;/li&gt;&lt;li&gt;Greet visitors, generally ensure they are comfortable.&lt;/li&gt;&lt;li&gt;Manage conference room reservations, ensure rooms are set up as needed with refreshments. Order meals as requested.&lt;/li&gt;&lt;li&gt;Manage reservations for visitor workspaces. Ensure spaces are set up for visitor in terms of equipment.&lt;/li&gt;&lt;li&gt;Manage provisioning and reclaiming of temporary ID badges.&lt;/li&gt;&lt;li&gt;Assist with sorting and distribution of mail and receive packages.&lt;/li&gt;&lt;li&gt;Make deposits at bank as needed.&lt;/li&gt;&lt;li&gt;Assist Office Ops team as needed. May assist with equipment or ID Badge orders with onboarding team.&lt;/li&gt;&lt;li&gt;Monitor team mailbox – action as needed. Ensure all requests are responded to, either on own or through collaboration with rest of team. File and maintain the team mailbox.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Facilities Coordinator Duties&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Manage relationships and ensure proper service with post office, Fed Ex, other outside vendors.&lt;/li&gt;&lt;li&gt;Mail - Sort and distribute mail using one of these methods: scan and email or leave on colleague desk. On occasion, take certified mail to post office. Assist with packing and sending out of FedEx packages.&lt;/li&gt;&lt;li&gt;Make deposits at bank as needed.&lt;/li&gt;&lt;li&gt;Ensure desks of departing colleagues and visitor desks are cleaned on a regular and timely basis. Set up desks for new joiners.&lt;/li&gt;&lt;li&gt;Order and maintain office and pantry supplies. Stock print rooms with needed supplies. Collaborate with day matron on stocking of pantries.&lt;/li&gt;&lt;li&gt;Maintain good relationship with day matron and onsite facilities staff. Collaborate with both on status of repairs and maintenance of office.&lt;/li&gt;&lt;li&gt;Report, track, and manage repairs for NY office (both equipment and space). Generally maintain office in excellent working condition as well as supplies well organized.&lt;/li&gt;&lt;li&gt;Monitor team mailbox for facilities or supply requests.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;The Qualifications&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;4 Years Experience&lt;/li&gt;&lt;li&gt;Intermediate level concepts, principles and practices of providing administrative support.&lt;/li&gt;&lt;li&gt;Performing a range of staff and/or operational support activities for a manager or group of managers.&lt;/li&gt;&lt;li&gt;Answering telephones and assisting visitors.&lt;/li&gt;&lt;li&gt;Prepare, transcribing, composing, typing, editing correspondence, agendas and minutes and other documents.&lt;/li&gt;&lt;li&gt;Scheduling and coordinates meetings, events, interviews and appointments. &lt;/li&gt;&lt;li&gt;Preparing reports.&lt;/li&gt;&lt;li&gt;Gathering and analyzing basic information. &lt;/li&gt;&lt;li&gt;Establishing and maintaining files, databases, and other records.&lt;/li&gt;&lt;li&gt;Performing routine analyses and calculations involved in preparing reports.&lt;/li&gt;&lt;li&gt;Sorting, screening and distributing mail.&lt;/li&gt;&lt;li&gt;Operating standard office equipment and using required software applications.&lt;/li&gt;&lt;li&gt;Maintain currency in modern office management methods and techniques.&lt;/li&gt;&lt;li&gt;Read, comprehend and apply business related information.&lt;/li&gt;&lt;li&gt;Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.&lt;/li&gt;&lt;li&gt;Communicate effectively, both orally and in writing.&lt;/li&gt;&lt;li&gt;Work collaboratively within a team environment.&lt;/li&gt;&lt;li&gt;Provide a high level of customer service.&lt;/li&gt;&lt;li&gt;Establish and maintain effective working relationships.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;This is the pay range that Magnit reasonably expects to pay for this position: $29.00/hour - $31.07/hour&lt;br&gt;&lt;br&gt;Benefits: Medical, Dental, Vision, 401K

Receptionist/ Facilities Coordinator

You must have a Bachelor's Degree, 3 years of credit/financial analysis experience, and 3 years in banking/financial services. Strong analytical, communication, organizational, and time management skills are essential for success.

You will analyze financial data, prepare reports, conduct industry research, and assist with client calls. You may also provide training and shadow various departments.

Bachelors

<p><strong>WHAT IS THE OPPORTUNITY?</strong></p><p>In this role, the colleague will be responsible for assisting credit officers to provide analytical support relating to portfolio management. Prepares quarterly trend cards for eligible credits. May prepare the liquidation, industry, and projection analysis of CRR with guidance of the credit officer. Prepares credit approval documents for simple annual reviews and renewals. As needed, may perform financial statement spreading, covenant calculations, and collateral reviews. Required completion of the bank's Credit Academy courses . Colleagues at this level have a full understanding of the bank's credit policies and a thorough knowledge of appropriate banking laws and regulations.</p><p><strong>What you will do</strong></p><ul><li>Within 18 months, satisfactory completion of the bank's Credit Academy courses.</li><li>Prepare quarterly trend cards.</li><li>Prepare liquidation analysis.</li><li>Research and prepare industry analysis.</li><li>Prepare analysis of projections, including sensitivity and breakeven.</li><li>Prepare proforma or projected financial covenant compliance.</li><li>Prepare simple CRR for annual reviews and annual renewals with guidance of a credit officer.</li><li>Prepare Tier 1 ACH and CLC Pre-Approval forms.</li><li>Assemble Portfolio Review Package under supervision of Lead Credit Officer or designee.</li><li>Participate with RM’s on client calls.</li><li>As needed, may perform financial statement spreading, covenant calculations, and collateral reviews.</li><li>Provide technical training to new hire Credit Analyst I.</li><li>Shadow training in ABL, subject to availability.</li><li>Shadow training in Credit Risk Review, subject to availability.</li></ul><p><strong>Must-Have:</strong></p><ul><li>Bachelor's Degree or equivalent experience</li><li>Minimum 3 year of credit or financial analysis experience required</li><li>Minimum 3 year of experience in a banking or financial services environment required</li></ul><p><strong>Skills and Knowledge:</strong></p><ul><li>Excellent organizational and analytical skills</li><li>Ability to communicate clearly and professionally with all levels of an organization</li><li>Excellent written and verbal communication skills</li><li>Effective interpersonal skills</li><li>Proficiency in multitasking and prioritizing projects</li><li>Excellent time management skills and be accustomed to working with deadlines</li></ul><p><strong> Compensation</strong></p><p>Starting base salary: $31.39 - $50.14 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.</p><ul><li><strong>To be considered for this position you must meet at least these basic qualifications</strong></li></ul><p>The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.</p><p><strong>Benefits and Perks</strong></p><p>At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.</p><p><strong>INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT</strong></p><p>City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'</p><p><strong>ABOUT CITY NATIONAL</strong></p><p>We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.</p>

WHAT IS THE OPPORTUNITY?In this role, the colleague will be responsible for assisting credit officers to provide analytical support relating to portfolio management. Prepares quarterly trend cards for eligible credits. May prepare the liquidation, industry, and projection analysis of CRR with guidance of the credit officer. Prepares credit approval documents for simple annual reviews and renewals. As needed, may perform financial statement spreading, covenant calculations, and collateral reviews. Required completion of the bank's Credit Academy courses . Colleagues at this level have a full understanding of the bank's credit policies and a thorough knowledge of appropriate banking laws and regulations.What you will doWithin 18 months, satisfactory completion of the bank's Credit Academy courses.Prepare quarterly trend cards.Prepare liquidation analysis.Research and prepare industry analysis.Prepare analysis of projections, including sensitivity and breakeven.Prepare proforma or projected financial covenant compliance.Prepare simple CRR for annual reviews and annual renewals with guidance of a credit officer.Prepare Tier 1 ACH and CLC Pre-Approval forms.Assemble Portfolio Review Package under supervision of Lead Credit Officer or designee.Participate with RM’s on client calls.As needed, may perform financial statement spreading, covenant calculations, and collateral reviews.Provide technical training to new hire Credit Analyst I.Shadow training in ABL, subject to availability.Shadow training in Credit Risk Review, subject to availability.Must-Have:Bachelor's Degree or equivalent experienceMinimum 3 year of credit or financial analysis experience requiredMinimum 3 year of experience in a banking or financial services environment requiredSkills and Knowledge:Excellent organizational and analytical skillsAbility to communicate clearly and professionally with all levels of an organizationExcellent written and verbal communication skillsEffective interpersonal skillsProficiency in multitasking and prioritizing projectsExcellent time management skills and be accustomed to working with deadlines CompensationStarting base salary: $31.39 - $50.14 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.To be considered for this position you must meet at least these basic qualificationsThe preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'ABOUT CITY NATIONALWe start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

Credit Analyst II CB - City National Bank

Credit Analyst II CB

You need a Bachelor's degree, 3 years of experience in investment management, hedge fund, or Broker Dealer, Series 7 and 55 or 57, and proficiency in Microsoft Office. Series 63 is preferred.

You will execute and monitor trades, verify orders, reconcile trades, analyze compliance reports, and communicate with outside brokers to ensure accurate trade execution.

<p><strong>WHAT IS THE OPPORTUNITY?</strong></p><p>Ensures that all equity, mutual fund, and ETF trades are executed accurately at Pershing and with all other outside custodians in a timely manner. Responsible for trade settlement and reconciliation.</p><p><strong>Wealth Management Division: City National Rochdale</strong></p><p>As a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.</p><p><strong>What you will do</strong></p><ul><li>Administer all trade execution and direct trades to outside custodians. Delegate large trades to outside brokers and follow up, as necessary.</li><li>Inspect and verify any suspicious/erroneous orders.</li><li>Communicate fixed income allocations to outside bond brokers ensuring these trades are booked correctly on our side and also at the contra broker.</li><li>Trade Reconciliation – Review and reconcile reports to ensure trades have been executed and booked correctly.</li><li>Compliance reports – Compile and randomly check trades for best execution prices. Review MSRB, CAT OATS and TRACE reports for trades. Check trade confirms for accuracy.</li></ul><p><strong>Must-Have:</strong></p><ul><li>Bachelor's Degree or equivalent</li><li>Minimum 3 years’ experience with an investment management firm, hedge fund, or Broker Dealer</li><li>Minimum 3 years of experience using Microsoft Office applications</li><li>Series 7 and 55 or 57</li></ul><p><strong>Skills and Knowledge:</strong></p><ul><li>Series 63, preferred</li></ul><p><strong>Compensation</strong></p><p>Starting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.</p><ul><li><strong>To be considered for this position you must meet at least these basic qualifications</strong></li></ul><p>The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.</p><p><strong>Benefits and Perks</strong></p><p>At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.</p><p><strong>INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT</strong></p><p>City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'</p><p><strong>ABOUT CITY NATIONAL</strong></p><p>We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.</p>

WHAT IS THE OPPORTUNITY?Ensures that all equity, mutual fund, and ETF trades are executed accurately at Pershing and with all other outside custodians in a timely manner. Responsible for trade settlement and reconciliation.Wealth Management Division: City National RochdaleAs a member of City National Rochdale, the company's Wealth Management group, you will provide white-glove service focused on intelligently personalized portfolio management for high-net-worth individuals, families, and institutions. For 30 years, City National Rochdale has helped clients achieve their goals, operating as a nimble, responsive, local boutique investment firm.What you will doAdminister all trade execution and direct trades to outside custodians. Delegate large trades to outside brokers and follow up, as necessary.Inspect and verify any suspicious/erroneous orders.Communicate fixed income allocations to outside bond brokers ensuring these trades are booked correctly on our side and also at the contra broker.Trade Reconciliation – Review and reconcile reports to ensure trades have been executed and booked correctly.Compliance reports – Compile and randomly check trades for best execution prices. Review MSRB, CAT OATS and TRACE reports for trades. Check trade confirms for accuracy.Must-Have:Bachelor's Degree or equivalentMinimum 3 years’ experience with an investment management firm, hedge fund, or Broker DealerMinimum 3 years of experience using Microsoft Office applicationsSeries 7 and 55 or 57Skills and Knowledge:Series 63, preferredCompensationStarting base salary: $71,869 - $114,797 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.To be considered for this position you must meet at least these basic qualificationsThe preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues. Get an inside look at our Benefits and Perks.INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.'ABOUT CITY NATIONALWe start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies.

City National Bank

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