Portfolio Analyst - Toronto, Canada - Royal Bank of Canada

Royal Bank of Canada

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Come Work with Us
At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

Job Title
Portfolio Analyst

What is the opportunity?

The Investment Products Advisory Group (IPAG) supports Global Asset Management (GAM) products and the capital markets view across all Canadian distribution channels that serve individual investors.

Its primary responsibility is to act as a link between investment management and sales to effectively position and support the firm's offering across multiple channels.

The primary clients are RBC PH&N Investment Counsellors, GAM wholesalers (supporting full service brokers/advisors), GAM enterprise distribution (supporting advisors within RBC branches) and National Accounts.

Overall, the group ensures that our firm excels in its sales and client service efforts, thus allowing the portfolio management team to place maximum focus on managing money.

You will be responsible for acting as a centre of expertise with regard to product and market-related information.

What will you do?

Conceptualize, research and write articles and marketrelated content for a daily newsletter
Write marketoriented commentary and thematic articles in response to newsworthy trends in the economy and capital markets, editing and modifying content for specific target audiences
Source articles and develop charts and other content aligned with current market themes and sales opportunities, with a focus on issues and topics that directly impact RBC GAM strategies
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
Develop commentary and reporting for quarterly fund updates, monthly attribution, semiannual MRFPs, and other regular communications.
Support distribution channels with market and fund data requests
Disseminate conference call information, news releases and product information where appropriate
Manage the positioning of fund and other productrelated information
Coordinate requests for conference calls and speaking engagements
Participate in activities that are meaningful to the communication of product information

What do you need to succeed?

Must Have

Minimum of 5 years experience in capital markets and/or mutual fund industry
Exceptional written communication, presentation and interpersonal skills, including previous experience developing and writing investmentrelated content, particularly in a fastpaced environment
Advanced Excel and PowerPoint skills, specifically related to charting and formatting.

Nice to Have

A strong understanding of the retail banking landscape and its client base; infield experience a strong asset
Ability to distill large amounts of information into tangible and understandable messages
Acute attention to detail and strong organizational skills with ability to work in high pressure situations
Passion and desire to develop market knowledge and technical skills. Some experience with Morningstar Direct and Bloomberg an asset
Knowledge of VBA 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.

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 highperforming 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 Summary

Address:

TORONTO, Ontario, Canada

City:

CAN-ON-TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Application Deadline:

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.