Institutional Investment Analyst

Job Summary

Job Description

What is the opportunity?

Join RBC Global Asset Management (GAM) in this key business development position. You will be responsible for supporting GAM’s global institutional business development efforts by populating all aspects of consultant and 3rd party databases with firm and strategy data that is complete, accurate, timely and consistent. For more information, please visit: https://www.rbcgam.com

What will you do?

1. Maintain GAM’s firm and strategy profiles on consultant and 3rd party databases (such as eVestment and OMNI platform) by populating quantitative and qualitative data, e.g., performance, AUM, characteristics, allocations, holdings, personnel, narratives, ESG questionnaires, etc.
2. Work with the performance team, data team, RFP, marketing, client operations and client service teams to ensure consistency among 1) responses to consultant relations/business development requests; 2) RFP responses and DDQs; 3) marketing content; and 4) information and data provided via third-party questionnaires and databases.
3. Become Subject Matter Expert on consultant databases and its upstream, downstream data usage; Improve work flow efficiency by utilizing tools such as database querying tools and reports.
4. Subject matter experts to populate qualitative and quantitative responses so that GAM delivers a consistent, clear message.
5. Responsible for regular/ad hoc consultant relations requests (e.g. monthly and quarterly data/information).
6. Establish relationships with the Product, Sales & Distribution and Consultant Relations teams, across the globe, to ensure relevant strategies/vehicles are being populated in databases.
7. Seek out industry trends to understand best practices and alternate approaches.
8. Collect and write business requirements from institutional business supporting projects.

What do you need to succeed?

Must have

1. 1-2 years of experience working with financial products with a good understanding of investment funds.
2. Hands-on experience in building SQL queries within large datasets and building tableau reports.
3. Proactive and positive approach to solve problems. Attention to details with strong quantitative and analytical skills.
4. Highly collaborative individual with strong stakeholder management skills.
5. Ability to work within specified timeframes and meet deadlines.
6. Strong organizational and written communication skills are essential.

Nice to have

1. Experience in populating and maintaining consultant/3rd party databases (e.g. eVestment, Mercer, Callan, etc.).
2. Bachelor’s degree in finance, business, computer science or related field.
3. CFA designation or pursuing CFA designation is desirable, but not required.
4. Experience in writing business requirements and workflow processes.

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.

1. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
2. Leaders who support your development through coaching and managing opportunities.
3. Ability to make a difference and lasting impact.
4. Work in a dynamic, collaborative, progressive, and high-performing team.
5. Flexible work/life balance options.
6. Opportunities to do challenging work.
7. Opportunities to take on progressively greater accountabilities.
8. On-job training to further develop relevant skillsets.

Job Skills

Critical Thinking, Data Administration, Database Structures, Databasing, Data Modeling, Data Movement, Detail-Oriented, Group Problem Solving, Information Capture, Investments, Standard Operating Procedure (SOP), 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: 2024-12-17

Application Deadline: 2025-01-08

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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