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Portfolio Analyst jobs in San Francisco, CA

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PORTFOLIO ANALYST

Prepare review book materials for client presentations. Prepare IPS letters for new clients and IPS change / reallocation letters when necessary. Assist the Portfolio Management team in solving client and advisor issues as it rela...

CompanyCity National Bank
AddressSan Francisco, CA
CategoryInformation Technology
Job typeFull-Time
Date Posted a month ago See detail

Portfolio Analyst

City National Bank

San Francisco, CA

Prepare review book materials for client presentations. Prepare IPS letters for new clients and IPS change / reallocation letters when necessary. Assist the Portfolio Management team in solving client and advisor issues as it rela...

a month ago seen See more...

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