Top Benefits
About the role
Job Description
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, with a primary focus on Fixed Income.
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 beyond core hours, 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
- CFA candidate, or a willingness to pursue the designation
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
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Ability to make a difference and lasting impact
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.
Top Benefits
About the role
Job Description
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, with a primary focus on Fixed Income.
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 beyond core hours, 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
- CFA candidate, or a willingness to pursue the designation
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
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Ability to make a difference and lasting impact
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.