Institutional Portfolio Analyst - Toronto, Canada - Royal Bank of Canada

Royal Bank of Canada
Royal Bank of Canada
Verified Company
Toronto, Canada

3 weeks ago

Sophia Lee

Posted by:

Sophia Lee

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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
Institutional Portfolio Analyst


What is the opportunity?

Please Note:
This is a 2 year contract opportunity


What will you do?

  • Your primary focus will be the cash management of the Institutional portfolios. This entails processing of pooled fund trade tickets, proposing and implementing money market trade requirements and updating internal records of portfolio activity.
  • Using your keen attention to detail, you will be researching and resolving differences between internal trading systems and custodian records.
  • Provide detailed holdings, transactions, performance and attribution reports to multiple stakeholders.
  • Administer account openings, closings and changes as well as documenting account specific details and procedures.
  • Reviewing exception cash and holdings data and automated postings for completeness and accuracy.

What do you need to succeed?

Must Have

  • University degree with a minimum of 13 years relevant industry experience
  • Canadian Securities Course or Mutual Funds Investment Course
  • Excellent written and communication skills along with advanced proficiency in MS Excel and Word
  • Meticulous attention to detail and passion for excellence in quality of work with the willingness to go the extra mile to selfcheck and ensure accuracy.
  • Strong problem solving and strategic thinking skills and capable of meeting tight timelines under highpressure situations with the ability to prioritize and multitask.
  • Selfstarter that is client services and solutions oriented. Ability to work effectively both individually and as part of a team

Nice to Have

  • Experience with FMC PCView, Unitrax, Eagle, Electra, and SS&C Recon

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.


  • Challenging work, variety of assignments, high level of autonomy
  • 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 Opportunities to do challenging work

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:

Contract (Fixed Term)


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.

We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.


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