2025 Wealth Management, Ph&n Investment Services, Winter Intern (4 months)

September 6 2024
Industries Bank, Insurance, Financial services
Categories Bank, Insurance, Financial services, Trading, Asset management
Vancouver, BC • Full time

Job Summary

Join our team at Phillips Hager & North Investment Services as a Data Analyst, where you will play a crucial role in extracting key data and information to meet the organization's information system needs during a business-wide transition to a new customer relationship management system. Collaborate with management to analyze data trends, patterns, and insights for informed decision-making and gain valuable insights into investment dealers and asset management firms.

Job Description

What is the opportunity?

As part of a dynamic team at PH&N Investment Services (a subsidiary of RBC Global Asset Management), you will be primarily tasked with extracting key data and information to meet the organization's information system needs and requirements as part of a business wide transition to a new customer relationship management system. You will work closely with our management team to identify and analyze data trends, patterns, and insights that will help us make informed business decisions. You will also have the opportunity to learn about the ins and outs of how investment dealers and asset management firms work by shadowing and assisting our expert team of investment advisors.

What will you do?

  • Collaborate with cross-functional teams to solve complex business problems.
  • Collect and analyze data from various sources to identify trends, patterns, and insights.
  • Maintain databases for efficient data management.
  • Develop and implement data analysis tools to enhance data quality and accuracy.
  • Prepare reports and presentations to communicate findings and recommendations to stakeholders.

What do you need to succeed?

Must-have

  • Enrolled in a bachelor's degree in Data Science, Statistics, Computer Science, or related field.
  • Proficiency in data analysis tools such as SQL, Excel, and Python.
  • Strong analytical and problem-solving skills.
  • Excellent communication and presentation abilities

Nice-to-have

  • Experience with customer relationship management systems.
  • Knowledge of investment industry practices.
  • Familiarity with data visualization tools like Tableau.

Please note:

In order to be eligible for these student positions, you must either:

  • Be returning back to school after the work term end-date; or
  • If you are not returning back to school (i.e., are graduating immediately after the work term), you must require the full work term as a mandatory component to graduate successfully.

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. At RBC, you will have opportunities to:

  • Interact with leaders who support your development through coaching and managing
  • Network and build lasting relationships with students from diverse backgrounds from across Canada
  • Make a difference and lasting impact through meaningful work
  • Work in a dynamic, collaborative, progressive, and high-performing team

Job Skills

Customer Relationship Management (CRM), Data Applications, Data Strategies, Data Tools, Defining Problems, Detail-Oriented, Investment Funds, Investments, Listening Effectively, Problem Management, Problem Solving, Structured Query Language (SQL), Team Collaboration, Teamwork, Wealth Management

Additional Job Details

Address:

WATERFRONT CENTRE, 200 BURRARD ST:VANCOUVER

City:

VANCOUVER

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Student/Coop (Fixed Term)

Pay Type:

Salaried

Posted Date:

2024-09-06

Application Deadline:

2024-09-22

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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