Institutional Analyst
Job Summary
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 ttps://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,
- Play a key role in the day-to-day support of client mandates including mandate structuring, cash flow management, and
- Collaborate with various teams to organize/create recommendations on transition trades, and support implementation efforts
as required and critical client information
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
- CFA candidate, or a willingness to pursue the designation
- 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
- Work on a dynamic, collaborative, high-performing team.
- Opportunity to make a difference and lasting impact.
- A comprehensive training program in financial services
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable.
Job Skills
Adaptability, Communication, Critical Thinking, Customer Service, Detail-Oriented, Group Problem Solving, Industry Knowledge, Information Capture, Investment Banking, Multi-Level Communication, Negotiation, Product Services, Teamwork
Additional Job Details
Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
TORONTO
Country:
Canada
Work hours/week:
- 5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-03-27
Application Deadline:
2025-04-11
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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