2025 Wealth Management, Winter Institutional Analyst (4 months)
Job Summary
Job Description
Who we are?
PH&N Institutional is RBC Global Asset Management's (RBC GAM) institutional asset management business in Canada. We manage over $100 billion in assets on behalf of Canadian organizations including companies, governments, unions, institutions, not-for-profit organizations, family offices, and Aboriginal communities.
What is the opportunity?
As an Institutional Analyst Intern, you will be a junior member of the PH&N Institutional team based in Montreal. Your responsibilities will be as follows:
- Assist in analysis and preparation of client reporting/monitoring and other deliverables.
- Research, create and maintain presentation materials (charts, slides, data analysis, etc.).
- Work with our CRM to capture key business development activities.
- Support teammates in delivering high quality, accurate work within short timelines.
- Respond to ad hoc requests from internal stakeholders.
- Collaborate and work hard in a fast-paced environment.
What do you need to succeed?
Must-have
- Currently enrolled in a 2nd or 3rd University program in finance, accounting, or any related field
- Advanced MS Office Skills (Word, PowerPoint, Excel)
- Strong work ethic, desire to learn and contribute
- Strong analytical skills with a keen attention to detail
- Ability to work independently and self-motivated to meet assigned responsibilities
- Ability to communicate effectively and prioritize while multi-tasking during tight deadlines
- Team player with a positive attitude who is able to work effectively with employees at all levels
- Demonstrate a strong interest in capital markets and asset management
- Strong French written and oral communication skills
Nice-to-have
- Experience working with data & terminology related to the investment industry
- Familiarity with customer relationship management (CRM) system, preferably Salesforce
- English language skills (comprehension and writing)
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.
- Job experience: Challenging work with a variety of assignments
- Connections: Collegial work environment with strong culture of engagement
- Prestige: Two strong brands - RBC and PH&N Institutional
- Mentorship: Management and colleagues who support your work and progression
Job Skills
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