Portfolio Construction Analyst – Royal Bank of Canada

Job Title: Portfolio Construction Analyst

Location: Toronto, ON

Job Description: Job SummaryJob DescriptionWhat 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/phnWhat 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 HaveUndergraduate degreeCompletion 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 AccessExceptional attention to detailNice to HaveExperience 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 clientsFamiliarity with RBC Wealth Management systems such as Broadridge BPS, ServiceLink, ClientSource, ClientLink, FMC and MACSWhat’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 applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilitiesAccess to a variety of job opportunities across business and geographiesJob 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 DetailsAddress: RBC CENTRE, 155 WELLINGTON ST W:TORONTOCity: TORONTOCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-12-20Application Deadline: 2025-01-09Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date aboveInclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at .

Company Name: Royal Bank of Canada

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