Portfolio Analyst

Job Summary

Job Description

What is the opportunity?

RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada. RBC GAM is a provider of global investment management services and solutions to individual and institutional investors. RBC GAM manages approximately $627 billion in assets and has approximately 1,500 employees located across Canada, the United States, Europe and Asia.

The Investment Products Advisory Group (IPAG) supports the positioning of RBC GAM investment solutions and capital markets views across Canadian retail and private client distribution channels. The team specializes in providing product support and producing impactful investment content in collaboration with our investment teams and marketing partners.

The ultimate goal of IPAG is to empower RBC GAM distribution teams with the resources they need to deliver best-in-class service to advisors and help them drive better client conversations. The Portfolio Analyst plays a critical role within the team, developing and maintaining a broad range of resources that communicate our investment capabilities, while delivering highly responsive and exceptional service to our channels.

In this role you will collaborate with other members of the Investment Products Advisory Group as well as our investment teams, marketing partners and sales teams. You will be responsible for ensuring that our sales teams have the investment insights, education and presentation materials required to promote and position these strategies to their clients. You will become the subject matter expert in the strategies that you cover, with the ultimate objective of actively participating in the delivery of presentations to sales teams, advisors and clients.

What will you do?

1. Develop and maintain advisor and client facing materials across a variety of asset classes and strategy types including slides, research and sales materials as required.
2. Address and respond to comprehensive inquiries about RBC GAM’s fund lineup and market outlook in a timely and accurate manner.
3. Develop and maintain deep knowledge of specific investment strategies, market conditions and portfolio positioning that can empower our sales teams with the information they need to successfully position GAM capabilities with their clients.
4. Produce consistent, high-quality product-related content that communicates portfolio strategy, positioning, results, market insights and/or capital markets views.
5. Work closely with RBC GAM portfolio management teams and distribution teams in the communication of investment product and market-related information as a subject-matter expert.
6. Maintain a detailed understanding of RBC GAM’s investment philosophies and processes and be able to concisely relay this information in verbal and written communications.
7. Actively participate in the development and delivery of presentations to sales teams, advisors and clients as experience and familiarity develops.

What do you need to succeed?

Must Have

1. 5+ years of experience in the financial services industry
2. Exceptional written communication, presentation and interpersonal skills
3. CFA designation (candidate or charterholder)
4. Advanced Excel and PowerPoint skills, specifically related to charting, formatting, and data analysis
5. Innovative self-starter with acute attention to detail and strong organizational skills with ability to work in high pressure situations
6. Team player with the ability to work independently and to prioritize and multitask in an unstructured environment in order to meet tight timelines

Nice to Have

1. A strong understanding of the retail banking landscape and its investor base; client facing experience a strong asset
2. Previous experience developing and writing investment-related content, particularly in a fast-paced environment
3. Experience with Morningstar Direct and Bloomberg
4. Bilingual French communication would be an asset

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

Job Skills

Critical Thinking, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Investment Banking, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments Analysis

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: 2024-12-20

Application Deadline: 2025-01-10

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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