Portfolio Management Assistant

What is the opportunity?

As the Portfolio Management Assistant at PH&N Investment Counsel, you will primarily be responsible for writing Investment Policy Statements and drafting client correspondence. You will also be involved in preparing presentations for the Portfolio Manager. In addition, you will be responsible for reviewing asset mix and researching tax and financial planning issues for the Client.

What will you do?

• Identify, investigate, and resolve all client inquiries and administrative errors, ensuring trades are processed accurately and timely.
• Manage all aspects of account opening and documentation, maintain records and files, and attend client meetings as required.
• Proactively assist with client management of appointments and scheduled meetings/calls.
• Respond to all client inquiries, update client files, and prepare client presentation material.
• Prepare meeting material in advance and attend client meetings as required.
• Draft correspondence, update Investment Management Agreements, and assist in the preparation of Investment Policy Letters.
• Assist with securities trading as required, ensuring daily reconciliation of trades.
• Assist with Business Development activities by developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals.
• Prepare the Investment Policy Statements, and model, monitor, and rebalance the portfolios.
• Ensure compliance with client mandates and portfolio models.
• Assist the Portfolio Manager and the team with any additional ad hoc administrative duties as needed.

What do you need to succeed?

Must Have

• University Degree
• Completion of either CIM, PFP, or CFA Level 1
• Experience in Trading
• Minimum of 2 years’ experience in a similar role
• Advanced MS Office skills (Word, Excel, PowerPoint)
• Attention to detail, excellent oral and written skills, and technologically savvy

Nice to Have

• Successful completion of CSC

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 bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Challenging work
• Variety of assignments
• Financial strength and a strong brand

Job Skills

Asset and Liability Management (ALM), Cash Management, Client Counseling, Competitive Markets, Financial Statement Analysis, Investment Management, Investment Risk, Market Risk, New Challenges, Results-Oriented

Additional Job Details

Address: 148 FULLARTON ST, LONDON

City: LONDON

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-12-09

Application Deadline: 2025-01-06

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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