Investment Associate - Trust

INVESTMENT ASSOCIATE

WHAT IS THE OPPORTUNITY?

This position is responsible for supporting the trust investment team across RBC Trust Delaware and City National Trust. The individual will work closely with the investment team and trust administration to provide oversight on client investment portfolios. Additionally, the role will be responsible for trading, account maintenance, monthly reporting, and communications with internal and external partners.

WHAT WILL YOU DO?

• Assist with oversight and monitoring of investment portfolios where RBC Trust Delaware and City National Trust serve in a corporate trustee capacity.
• Assist with monthly investment reviews.
• Ad-hoc reporting, as needed
• Communication with external financial advisors
• Account maintenance and project support
• Discovering ways to make the department’s processes more efficient
• Trading and rebalancing internally-managed portfolios
• Quarterly preparation of performance summaries for internally managed portfolios

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• H.S. Diploma
• 2+ years experience in trust or investments
• 2+ years experience with Word & Excel

Additional Qualifications

• Familiarity with SEI trust platforms helpful
• Experience with various trading systems helpful
• Detail-orientated, and strong organizational skills
• Able to independently manage multiple demands and competing priorities
• Able to work efficiently in a deadline-oriented environment
• Strong communication skills and problem-solving ability
• Knowledge of investments and familiarity with industry terms
• Bachelor’s Degree preferred

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $25.72 - $41.08 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks .

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us .

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

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