Investment Analyst

What is the opportunity?

As an Investment Analyst with RBC Wealth Management's (RBC WM) Portfolio Advisor Group (PAG), you will perform a pivotal role in the development, management, and promotion of our multi-asset portfolio framework. Working alongside the Multi-Asset Portfolio Strategist, Investment Strategist, and other internal teams, you will assist in the development, coordination, and execution of our strategic asset allocation framework which includes capital market assumptions and asset allocation profiles.

What will you do?

• Research, construct, and annually update capital market assumptions
• Build, test, and refine asset allocation models using robust methodologies and quantitative analytical rigor; perform scenario and sensitivity analyses to evaluate portfolio resilience

• Create educational and marketing materials around the firm's strategic asset allocation framework including regular client approved commentary on asset allocation and other investment concepts, and provide timely and thoughtful responses to financial advisors seeking advice with respect to asset allocation and multi asset portfolio construction
• Collaborate with Multi-Asset Portfolio Strategist and Investment Strategist to support high net worth client relationships including bespoke asset allocation, investment policy statement development, investment selection, and ongoing portfolio reviews
• Analyze market, portfolio, and other relevant data as part of monitoring, evaluating, and recommending investment services
• Gather, organize, and prepare investment data for high-net-worth client meetings
• Work with internal investment committee members to drive awareness and adoption of our suite of discretionary multi-asset portfolios including participating in investment committee meetings

What do you need to succeed?

Must-have

• Bachelor's degree, preferably in Finance, Economics, or a related field of study
• 5 years of financial services experience
• 3 years of experience in asset allocation, portfolio construction and strategy, investment research, or a related analytical role
• Strong understanding of asset allocation
• Strong proficiency in quantitative and statistical analysis

Nice-to-have

• CFA designation or in process of obtaining
• Series 7 & 66 licensed, or if requested, the ability to obtain within 12 months
• Previous experience working with financial advisors
• Experience in investment performance and risk analysis, particularly as it relates to multi-asset portfolio management
• Due diligence experience analyzing asset managers and different investment vehicles such as ETFs, mutual funds, and separately managed accounts

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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 build close relationships with clients.

The expected salary range for this particular position is $85,000-$150,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

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

Additional Job Details

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.