Job Summary
Job Description
What is the opportunity?
Global Manager Research (GMR) is a team of analysts dedicated to providing investment manager research and due diligence in support of RBC's global businesses and distribution platforms. The team consists of investment professionals located in the US, Canada, the UK and Asia and supports an asset base in excess of $400 billion USD. As a Senior Analyst, you will conduct initial and on-going research, analysis and due diligence of investment management firms offering mutual funds, separately managed accounts, exchange-traded funds, and sub-advisory relationships.
What will you do?
Assume a leading and active role on investment committees, including providing ideas and investment recommendations, in support of the management of a suite of internally-managed multi-asset portfolios offered in RBC's global businesses.
Assist in developing and mentoring junior members of the GMR team and provide leadership through actions, knowledge, and experience.
Provide thoughts, opinions, and ratings on investment managers to RBC's distribution platforms through both written and verbal communication methods.
Initial and ongoing due diligence and analysis related to the firm and product structure, portfolio management, investment approach, as well as performance of multiple investment products.
Provide clear and timely insight, information, and opinions on investment managers though published reports and verbal/audio communication channels.
Provide meaningful and timely insight, information, and recommendations for action to appropriate investment committees for all assigned investment managers and products.
As appropriate, represent GMR internally and externally in individual and/or group meetings (e.g., branch office visits, symposiums, conferences, and client meetings).
Seek to continually enhance skills and build knowledge in all aspects of the organization, the business, and analytical systems.
What do you need to succeed?
Must-have
Undergraduate degree in business (with a preferred concentration in finance, accounting, economics, math or statistics) with 5+ years' experience in the due diligence of investment managers.
Strong understanding of key investment products and concepts including portfolio management, investment strategy (asset allocation), and investment structures (i.e. SMAs, mutual funds, UCITs).
Strong analytical, critical thinking, problem solving and organizational skills.
Advanced interpersonal, written and oral communication skills
Demonstrated curiosity about technological innovation combined with an ability to investigate, learn and adapt new methods to support business strategy and goals.
Nice-to-have
Advanced use of investment analytical tools including Morningstar Direct, eVestment and other research tools.
CFA/CAIA designations and or advanced educational degrees.
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 great benefits, annual incentive program and recognition
Leaders who support your development
A dynamic, collaborative, and high-performing team
Opportunities to do challenging work and grow your career
Work-life integration
Positive work culture emphasizing diversity and inclusion, volunteerism and community involvement
Job Skills
Communication, Critical Thinking, Detail-Oriented, Financial Planning and Analysis (FP&A), Financial Regulation, Fund Analysis, Interpersonal Relationship Management, Personal Development, Personal Initiative, Quantitative MethodsAdditional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
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 believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.