Portfolio Analyst

What is the opportunity?

RBC Wealth Management directly serves affluent and high net worth clients in Canada, and throughout the world with a full suite of investment, trust and other wealth management solutions. We provide asset management products and services directly and through RBC and third-party distributors to institutional and individual clients through its RBC Global Asset Management division, and have more than $490 billion of assets under administration, nearly $240 billion of assets under management and more than 4,500 financial consultants, advisors, private bankers, and trust officers.

We have a long history offering multi-manager investment solutions. Through RBC Dominion Securities, this is being expanded to include a unified managed account.

What will you do?

• As Portfolio Analyst for A+ Unified Managed Account Program, you will ensure accurate and error- free updating and trading of models in client accounts

• Review instructions from the front office and implement such portfolio changes in an accurate and timely fashion.

• Generate reports to verify security pricing accuracy, model data and trade reconciliation

• Work with various head office groups to obtain information necessary to complete trading requests

• Support other team members on group projects and/or in times of high-volume periods

What do you need to succeed?

Must Have

• Trading experience along with a good understanding of equity, mutual funds, hedge funds, as well as fixed income products including GICs, bonds, convertible debentures, and preferred shares

• Strong proficiency in MS Excel including experience working with macros and pivot tables, order entry, BTS/Broadridge, Berton, TradeLink

• Post-secondary education in Commerce/Finance/Economics/Mathematics

• Enrolled or completion of Level 1 CFA or higher

• Highly detail-oriented

Nice to Have

• Extensive experience and knowledge in the investment industry, along with experience in working with sub-advisors within a multi-manager offering

• Proven ability to work both independently and as part of a team.

• Ability to work in a fast paced, time sensitive environment.

• Excellent written and oral communication skills, strong interpersonal skills and demonstrated presentation skills

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, and stock where applicable

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and lasting impact

• Work on a dynamic, collaborative, progressive, and high-performing team

• Flexible work/life balance options

• Opportunity to do challenging work

• Opportunity to take on progressively greater accountabilities

• Access to a variety of job opportunities across business and geographies

Job Skills

Additional Job Details

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