Portfolio Construction Analyst
Job Summary
Job Description
What is the opportunity?
Join RBC PH&N Investment Counsel as a Portfolio Construction Anlayst. In this role, you will be will be responsible for supporting the day to day management of client portfolios through trade communication, report generation and ongoing communication with Investment Counsellor's and their teams on a range of portfolio management and administrative topics. For more information, please visit: https://www.rbcwealthmanagement.com/en-ca/phn
What will you do?
Manage the timely and accurate preparation and communication of manager model trades to all Investment Counsellor teams.
Liaise with RBC GAM Portfolio Modelling and RBC GAM Trading as needed in regard to model trades.
Coordinate the resolution and reporting of trade errors through close collaboration with Investment Counsellor teams, Operations, GAM Portfolio Modelling and PH&N Management.
Generate and distribute reporting on key business metrics, including detailed assets under management data.
Act as the subject matter expert for both front office and internal partners on a variety of portfolio management related topics including, but not limited to, performance measurement, corporate actions, security classification as well as on the use of PH&N portfolio management systems.
What do you need to succeed?
Must Have
Undergraduate degree
Completion of industry investment courses (CIM, CSC) required at a minimum, having started the CFA considered a plus.
Strong interpersonal skills with ability to communicate and partner effectively with front office professionals on key risk issues.
Understanding of capital markets in particular as it relates to trading, settlement and corporate actions.
High level of skill in the use of MS applications Excel and Access
Exceptional attention to detail
Nice to Have
Experience in a private client discretionary role providing a high level understanding of portfolio construction as it relates to Ultra High Net Worth/High Net Worth private clients
Familiarity with RBC Wealth Management systems such as Broadridge BPS, ServiceLink, ClientSource, ClientLink, FMC and MACS
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
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies
Job Skills
Critical Thinking, Detail-Oriented, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Information Capture, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments AnalysisAdditional Job Details
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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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