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Wealth Management Fall Finance Analyst, 4-16 months
RBCFall Finance Analyst at RBC Wealth Management supporting product initiatives and market intelligence projects. Gaining insight into investment decisions and client relationships across multiple business areas.
About the role
Key responsibilities & impact- Support product initiatives by preparing ad-hoc reports and assisting in related projects
- Assist the team with market intelligence and source articles/content aligned with current market themes and fund sales opportunities
- Develop and test investment models to assist new investment solutions development process
- Assist in maintaining and improving portfolio risk monitoring practices by enhancing the risk metrics available to entire organization
- Assist with day-to-day oversight of the business and product management of the Portfolio Solutions across all distribution channels, create and circulate product related insights, competitive intelligence, market updates and additional value adding materials
- Participate in the investment policy statement development process for funds and segregated accounts
- Update macroeconomic and market oriented chartbook on a regular basis using Excel/Macros/Bloomberg & PowerPoint
- Performing research and providing answers for customer generated inquiries
- Documenting processes or upgrading existing procedure manuals
- Understands and follows the established processes, policies, and procedures for tax preparation and other accounts, ensuring efficient, effective, and seamless administration and quality client service is achieved
- Monitor team mailbox, respond to inquiries and report user statistics
- Compile data for monthly reports and other regular reporting as required
- Update CRM system (Salesforce) to capture key business development activities
Requirements
What you’ll need- Intermediate/Advanced MS Office Skills (Word, PowerPoint, Excel)
- Excellent analytical and critical thinking skills, with high attention to detail
- Good knowledge of regional and local financial markets, economic disciplines, and regulation
- Displays strong competencies in relationship management, collaboration, and time management
- Excellent written and oral communication skills
- Good understanding of the economy and capital markets
- An interest in investment management and desire to learn more about the industry
- Tax software skills (Taxprep would be an asset)
- Experience leading small projects or small/medium enhancements is nice to have
- Previous experience working with investment advisors/counsellors and/or portfolio managers is a plus
- Familiarity with Morningstar, eVestment, Bloomberg, Trade Order Management Systems is a plus
- Experience using Salesforce (CRM)
Benefits
Comp & perks- Work in a dynamic, collaborative, progressive, and high-performing team
- A world-class training program in financial service
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ExcelMacrosBloombergPowerPointTaxprepInvestment modelsPortfolio risk monitoringMarket intelligenceData compilationReporting
Soft Skills
Analytical skillsCritical thinkingAttention to detailRelationship managementCollaborationTime managementWritten communicationOral communicationDesire to learnCustomer service