Investment Operations Analyst
Job Summary
Job Description
RBC Global Asset Management ("RBC GAM") is the asset management division of Royal Bank of Canada providing global investment management services and solutions to both individuals and institutional investors. RBC GAM manages approximately $680 billion in assets worldwide and has over 1,600 employees located across Canada, the United States, Europe, and Asia. For more information, please visit: https://www.rbcgam.com
What is the opportunity?
As a member of the RBC GAM Investment Solutions team, the Investment Operations Analyst will be part of the team leading RBC GAM's business with RBC Phillips Hager & North Investment Counsel ("RBC PH&N IC"). RBC PH&N IC is an important partner and client of RBC GAM and is Canada's leading boutique investment counselling firm overseeing $60+ billion of private client AUM. The role will be key in building relationships with Investment Counsellor ("IC") teams across Canada.
The Investment Operations Analyst will work closely with the Managing Director responsible for RBC GAM's overall support of its strategic relationship with RBC PH&N IC. Together, you will support and service the key stakeholders at RBC PH&N IC to help strengthen and grow its partnership with RBC GAM.
What will you do?
Work with the RBC GAM Investment Solutions team to lead business initiatives relevant and applicable to RBC PH&N IC.
Manage RBC GAM's relationship with RBC PH&N IC's head office and regional management teams to coordinate on issues related to investment operations, trading, tax, and compliance.
Work with individual IC teams managing trading and operational issues arising in the service of their high-net-worth clients.
Coordinate with RBC GAM's operations team to field all IC-initiated operations-related questions.
Identify and create efficiencies to improve the overall IC team experience and relationship with RBC GAM.
Collaborate across business functions within RBC GAM to create better client outcomes.
Work with the RBC PH&N IC performance team to maintain the IC data base and build a solid understanding of AUM trends and patterns.
Manage the RBC PH&N IC sub-advisor relationships in coordination with RBC GAM's operations team and RBC PH&N IC's head office management team.
Must Have
10+ years of experience in the financial services industry.
Amicable and persuasive verbal and written communication skills.
Professional designation (e.g., CFA).
Advanced computer and data analysis skills: excel, CRM systems, and data analysis.
Self-starter with an acute attention to detail and excellent organizational skills.
Ability to work on multiple projects at once, prioritize effectively, and function in high pressure situations.
Team player with the ability to work independently in an unstructured environment in order to meet tight timelines.
Nice to Have
A strong understanding of the high-net-worth private client landscape and its investor base; client facing experience a strong asset.
Experience with data management systems.
Mutual Fund or ETF industry experience.
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.
Leaders who support your development through coaching and managing opportunities.
Ability to make a difference and lasting impact.
Work in a dynamic, collaborative, progressive, and high-performing team.
Flexible work/life balance options.
Opportunities to do challenging work.
Opportunities to take on progressively greater accountabilities.
Access to a variety of job opportunities across business and geographies.
Job Skills
Active Learning, Adaptability, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process ImprovementsAdditional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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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