Investment Production Analyst

RBC

Investment Production Analyst creating and automating marketing materials for RBC’s wealth management business. Managing investment collateral, PowerPoint presentations, Seismic content, and process improvements.

Posted 9/10/2026full-timeBoston • Massachusetts, Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $104,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in project management and marketing material development, with a strong focus on compliance and regulatory understanding in the financial services sector. Proficient in utilizing technology and AI to enhance productivity and streamline processes.

Highest-signal resume keywords

Project ManagementStakeholder ManagementFinancial Services MarketingMS Office ProficiencyContent Management with Seismic

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementMarketing Material DevelopmentData AutomationPowerPoint ProficiencyProcess Improvement

Soft Skills

Organizational SkillsAttention to DetailCommunication Skills

Tools & Technologies

SeismicMS Office

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Investment ManagementUS Regulatory RulesAsset ManagementFinancial Services

About the role

Key responsibilities & impact

Support business development and retention activities through maintenance and automation of investment management marketing materials
Support marketing materials for US institutional, intermediary, and wealth management clients and consultants
Project-manage fund and strategy commentaries, pitchbooks, factsheets, product profiles, and other marketing collateral
Source non-automated data for marketing materials
Manage multiple simultaneous projects and communicate project status, issues, and resolutions
Develop ad hoc custom marketing PowerPoint presentations with sales and compliance personnel
Use Seismic for content maintenance, management, data automation, and distribution
Develop understanding of US regulatory rules to support materials creation and maintenance
Support process improvement projects and other assigned responsibilities

Requirements

What you’ll need

Bachelor’s Degree or equivalent experience
Proficiency in MS Office, especially PowerPoint
Strong project management and stakeholder management skills
Experience in financial services marketing or operations
Proficiency in working with technology and AI to improve processes and productivity
Great organizational skills and attention to detail within a fast-paced environment with tight deadlines
Asset management firm experience (nice-to-have)
Graphic design experience (nice-to-have)

Benefits

Comp & perks

401(k) program with company-matching contributions
Health insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Paid time off
Flexible benefits
Coaching and managing opportunities
Dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Opportunities to build close relationships with clients
Discretionary variable compensation program with potential to increase total compensation based on business and individual performance