Job Description

INVESTMENT DUE DILIGENCE ANALYST - QUANTITATIVE FOCUS

We are seeking an Investment Data & Due Diligence Analyst to join our CNR Manager Research team. This role supports investment and operational due diligence across hedge funds, private markets, and traditional investments, while playing a key part in modernizing our data, reporting, and visualization capabilities.

This is a role for someone with a passion for investments, data, and problem-solving. You'll work closely with research teams to automate reporting, enhance dashboards, and support manager analysis through data-driven insights. The right candidate will bring a strong foundation in data handling and visualization, and a working knowledge of scripting tools like Python, R, or similar to leverage automation.

WHAT WILL YOU DO?

• Collaborate with investment research teams to enhance manager selection and oversight through data-driven tools and reporting.
• Streamline reporting processes by automating recurring tasks and developing dashboards for both internal and client use.
• Manage and enhance data visualization tools (e.g., Power BI, Tableau) to improve reporting efficiency and clarity.
• Support the maintenance and refinement of quantitative tools used in manager analysis, including performance attribution and risk analytics.
• Identify and implement opportunities to improve data workflows, quality, and accessibility.
• Partner with technology and operations teams to standardize reporting and data processes.
• Contribute to research presentations and materials, ensuring data accuracy and impactful delivery.

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• Bachelor's Degree or equivalent
• 3-5 years of experience in investment research, data analysis, risk, or operations within asset management, wealth management, or financial services.
• 3+ years of experience working with data sets, building dashboards, and using visualization tools such as Power BI or Tableau.
• 3+ years of experience with Python, R, or similar for basic automation or data handling tasks.

Additional Qualifications

• Experience working with industry data platforms (e.g., Bloomberg, Morningstar, FactSet).
• Background supporting investment due diligence, risk reporting, or portfolio analysis.
• Exposure to data governance or data quality initiatives.
• Strong attention to detail, data quality, and process improvement mindset.
• Ability to communicate technical information effectively to non-technical stakeholders.
• Strong organizational skills and ability to manage multiple projects simultaneously.

Compensation

Starting base salary: $92,114 - $156,880 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 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.

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. Get an inside look at our Benefits and Perks .

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.

#LI-DN1

#CA-DN1

Job Tags

Similar Jobs