Operations Analyst, PH&N Investment Services
Top Benefits
About the role
What is the opportunity?
As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice, and low fees. Our remarkable culture, focus on collaboration, teamwork, and excellence in money management make us one of the most respected firms in the investment industry. As a mutual fund dealer, PH&N Investment Services brings a unique offering to investors through the fund offerings of RBC GAM, PH&N, and BlueBay.
As the Operations Analyst, PH&N, you have demonstrated analytical abilities and are looking to increase your experience working in the asset management or mutual fund dealer channels. In this role, you will have the opportunity to learn about the business, including sales reporting and data analytics, with the primary focus of providing analytical and operational support to the PH&N Investment Services leadership team.
What will you do?
- Create, summarize, and distribute key business metric information to management.
- Use data analysis software, including SQL, to assist the leadership team in developing and implementing business initiatives.
- Design and create visually compelling reports and dashboards using Tableau.
- Co-ordinate specific tasks and responsibilities with the Finance, Technology, Client Services, and Compliance departments.
- Participate in operational and strategy discussions with the management team.
- Support the preparation of various documents pertaining to projects and meetings.
- Investigate reporting discrepancies to achieve more accurate reporting.
- Manage various tasks related to planning and organizing unit holder events.
- Assist with organizing, planning, and managing data for team sales initiatives; coordinate and manage timing of data production relevant to such projects.
- Assist with the analysis of data to formulate or modify strategies.
- Perform data cleanup and verification.
What do you need to succeed?
Must Have
- Post-secondary diploma/degree, ideally in Commerce, Business Administration, or related experience is required.
- Technical proficiency, comfortable with learning new software and working with large amounts of data.
- Proficiency in SQL for database queries.
- Experience with data visualization tools such as Tableau.
Nice to Have
- At least 3 years of progressive experience in the investment industry with experience as an executive assistant
- Have an understanding of and interest in the Mutual Funds/advice business
- Completion of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) is 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 high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Operations Analyst, PH&N Investment Services
Top Benefits
About the role
What is the opportunity?
As part of RBC Global Asset Management, PH&N Investment Services extends the 50+ year reputation of Phillips, Hager & North for exceptional client service, trusted advice, and low fees. Our remarkable culture, focus on collaboration, teamwork, and excellence in money management make us one of the most respected firms in the investment industry. As a mutual fund dealer, PH&N Investment Services brings a unique offering to investors through the fund offerings of RBC GAM, PH&N, and BlueBay.
As the Operations Analyst, PH&N, you have demonstrated analytical abilities and are looking to increase your experience working in the asset management or mutual fund dealer channels. In this role, you will have the opportunity to learn about the business, including sales reporting and data analytics, with the primary focus of providing analytical and operational support to the PH&N Investment Services leadership team.
What will you do?
- Create, summarize, and distribute key business metric information to management.
- Use data analysis software, including SQL, to assist the leadership team in developing and implementing business initiatives.
- Design and create visually compelling reports and dashboards using Tableau.
- Co-ordinate specific tasks and responsibilities with the Finance, Technology, Client Services, and Compliance departments.
- Participate in operational and strategy discussions with the management team.
- Support the preparation of various documents pertaining to projects and meetings.
- Investigate reporting discrepancies to achieve more accurate reporting.
- Manage various tasks related to planning and organizing unit holder events.
- Assist with organizing, planning, and managing data for team sales initiatives; coordinate and manage timing of data production relevant to such projects.
- Assist with the analysis of data to formulate or modify strategies.
- Perform data cleanup and verification.
What do you need to succeed?
Must Have
- Post-secondary diploma/degree, ideally in Commerce, Business Administration, or related experience is required.
- Technical proficiency, comfortable with learning new software and working with large amounts of data.
- Proficiency in SQL for database queries.
- Experience with data visualization tools such as Tableau.
Nice to Have
- At least 3 years of progressive experience in the investment industry with experience as an executive assistant
- Have an understanding of and interest in the Mutual Funds/advice business
- Completion of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) is 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 high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business and geographies
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.