Institutional Analyst

Job Summary

Job Description

RBC Global Asset Management (“RBC GAM”) is a North American-based asset management firm with global scope and industry-leading investment management capabilities. PH&N Institutional is the Canadian institutional business of RBC GAM and is widely considered a thought leader amongst investment consultants and institutional clients alike, based on a long-term track record of delivering exceptional investment solutions and service. Please visit https://institutional.phn.com/ to learn more.

As an Institutional Analyst you will provide support to the PH&N Institutional team across a variety of asset classes and institutional mandates.

• Maintain monthly and quarterly slide updates in support of the products and strategies employed by our institutional clients.
• Create content, organize production, review, and distribute client reporting (monthly, quarterly, and on request).
• Prepare presentations, data analysis, and other forms of client communication on an ad hoc basis.
• Support research/creative analysis for white papers, product development, and internal/external seminars.
• Work with our client relationship management system to capture key business development activities and mandate extensions.
• Play a key role in the day-to-day support of client mandates including mandate structuring, cash flow management, and compliance monitoring.
• Collaborate with various teams to organize/create recommendations on transition trades, and support implementation efforts as required.

• Minimum 2 years investment and financial services (or related) industry experience.
• Undergrad degree - focus in finance, mathematics, or economics preferred.
• Superior literacy of Microsoft Office applications, particularly Excel and PowerPoint.
• Flexibility to work overtime, specifically at quarter-end.
• Ability to effectively prioritize and multitask to meet tight deadlines while maintaining a high degree of accuracy.
• Strong professional written and verbal communication skills.
• CFA candidate, or a willingness to pursue the designation.

• Knowledge of commonly used financial programs such as Bloomberg, PC Bond Analytics, Salesforce (CRM), etc.
• Previous experience working with an asset management firm.
• Bilingual English/French.

• Work on a dynamic, collaborative, high-performing team.
• Opportunity to make a difference and lasting impact.
• A comprehensive training program in financial services.
• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.

Job Skills

Adaptability, Communication, Critical Thinking, Customer Service, Detail-Oriented, Group Problem Solving, Industry Knowledge, Information Capture, Investment Banking, Multi-Level Communication, Negotiation, Product Services, Teamwork

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W: TORONTO

City: TORONTO

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-03-27

Application Deadline: 2025-04-12

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.

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