City : VANCOUVER, British Columbia, Canada

Category : Customer Service | Client Advice | Sales

Industry : Financial/Banking

Employer : RBC

What is the opportunity?

RBC Global Asset Management (“RBC GAM”) is a North American-based asset management firm with global scope and industry-leading investment management capabilities. PH&N Institutional is the Canadian institutional business of RBC GAM and is widely considered a thought leader amongst investment consultants and institutional clients alike, based on a long-term track record of delivering exceptional investment solutions and service. Please visit https://institutional.phn.com to learn more.

As an Institutional Analyst you will provide support to the PH&N Institutional team across a variety of asset classes and institutional mandates.

What will you do?

• Maintain monthly and quarterly slide updates in the support of the products and strategies employed by our institutional clients

• Create content, organize production, review and distribute client reporting (monthly, quarterly and on request)

• Prepare presentations, data analysis and other forms of client communication on an ad hoc basis

• Support research/creative analysis for white papers, product development, and internal/external seminars etc.

• Work with our client relationship management system to capture key business development activities, mandate extensions, and critical client information

• Play a key role in the day-to-day support of client mandates including mandate structuring, cash flow management, and compliance monitoring

• Collaborate with various teams to organize/create recommendations on transition trades, and support implementation efforts as required

What do you need to succeed?

Must Have

• Minimum 2 years investment and financial services (or related) industry experience

• Undergrad degree - focus in finance, mathematics or economics preferred

• Superior literacy of Microsoft office applications, particularly Excel and Power Point

• Flexibility to work overtime, specifically at quarter-end  

• Ability to effectively prioritize and multitask to meet tight deadlines while maintaining a high degree of accuracy

• Strong professional written and verbal communications skills

Nice to Have  

• Knowledge of commonly used financial programs such as Bloomberg, PC Bond Analytics, Salesforce (CRM), etc.

• Previous experience working with an asset management firm

• Bilingual English/French

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

The expected base salary range for the above position is $50,000 - $80,000 depending on factors including but not limited to the candidate’s experience, skills, market conditions, and business needs.

This position may be eligible to receive a discretionary/variable incentive payment.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

·       Drives RBC’s high-performance culture

·       Enables collective achievement of our strategic goals

·       Generates sustainable shareholder returns and above market shareholder value

Job Skills

Adaptability, Asset Management, Client Communication, Client Relationship Building, Client Service, Communication, Critical Thinking, Customer Service, Detail-Oriented, Group Problem Solving, Industry Knowledge, Multi-Level Communication, Product Services, Teamwork

Additional Job Details

WATERFRONT CENTRE, 200 BURRARD ST:VANCOUVERVANCOUVERCanada37.5Full timeWEALTH MANAGEMENTRegularSalaried2024-11-132024-11-28

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above