Analyst & Proposal Writer, Ph&n Institutional

What is the opportunity?

A member of the PH&N Institutional team, this Analyst is responsible for drafting new business proposals, completing due diligence questionnaires, and contributing to the business needs of National Accounts investors across Canada. The ideal candidate is service-oriented, works well under pressure, has strong interpersonal skills, and has an excellent command of written English and MS Office (French language skills also an asset).

PH&N Institutional is the institutional investment management business of RBC Global Asset Management (RBC GAM) in Canada. By adding this role, the PH&N Institutional RFP team will formally integrate support for the RBC GAM National Accounts team, which is a member of RBC GAM Individual Investor sales group. This position is based in either Toronto or Vancouver, and any relocation costs would be the responsibility of the successful candidate.

What will you do?

• Compile submissions to win new business via formal request for proposals (RFP) competitions.

• Complete ongoing due diligence questionnaires to support and retain existing business

• Compile qualitative and quantitative content for due diligence efforts, marketing collateral, and various other projects.

• Collaborate with teams across RBC GAM and work hard in a fast-paced environment.

• Manage the expectations of various stakeholders; and

• Support teammates in delivering high quality, accurate deliverables in a timely manner.

• Other duties, as required by the National Accounts team.

What do you need to succeed?

Must Have

• Most importantly, you are enthusiastic, and client-service oriented with a proven ability to draft, edit and repurpose content to suit a given audience or opportunity.

• You have an ability to manage time effectively prioritize tasks within a fast-paced environment

• You are effective independently, and work well within a team and with a variety of different stakeholders.

• You have advanced MS Office skills (Word, Excel, PowerPoint)

• You submit a cover letter with your application.

Nice to Have

• Fluency in French

• Familiarity with Salesforce customer relationship management system

• Industry-related designation, such as the Canadian Securities Course

• Experience working in the investment industry

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Challenging work in a dynamic, collaborative, progressive, and high-performing team

• Management that supports your work and progression

• Opportunities to take on progressively greater accountabilities

Job Skills

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above