RBC Careers – Portfolio Analyst

Job Description:

As a Portfolio Analyst – Exchange Traded Funds with RBC Wealth Management you will act as the primary resource in promoting sales of exchange traded funds and other managed assets, and support and marketing resource for RBC’s portfolio construction framework from the Portfolio Advisory Group (PAG); which includes fulfillment solutions and a suite of multi-asset discretionary portfolios. The Portfolio Analyst provides product recommendations and portfolio-level investment advice to client-facing professionals and supports internal training, education, and marketing campaigns focused around exchange traded funds.

Job Responsibilities:

• Support the RBC Discretionary Portfolios by sustaining an elevated level of investment knowledge on the product suite, leveraging the expertise and insights of internal/external research teams and investment committees.
• Contribute to the selection of ETFs for an internal fulfillment guide, which aids advisors investment selection within strategic asset classes.
• Provide assistance with internal education, training, and marketing campaigns / events.
• Leverage and promote the expertise and insights of internal research teams and resources.
• Proactively organize and facilitate timely information flow and actionable ideas to advisors regarding ETFs and other managed assets.
• Produce thought leadership that helps to inform and educate advisors on industry trends, popular investment themes, and timely portfolio construction ideas.
• Work collaboratively with client-facing professionals, offering product expertise and guidance regarding investment strategy (asset allocation), investment selection (product recommendations), and portfolio construction using ETFs and other managed strategies.
• Assist business leaders with the competitive recruiting process by providing analysis and participating in recruit meetings.
• Lead the curation and marketing of the ETF support suite for advisors to proactively utilize.

Job Requirements:

• In-depth knowledge of exchange-traded funds, mutual funds, managed accounts and liquid alternative investments.
• Strong written and oral communication skills, including developed presentation skills with the ability to influence and persuade colleagues and advisors across the organization.
• Bachelor’s degree with preferred concentration in accounting, business, economics, finance, math, and/or international studies with a minimum of 3 years securities or financial markets experience.
• 5 years or more of securities or financial markets experience.
• Willingness to pursue CFA®, CFP©, CIMA© or other professional designation opportunities.
• Deep understanding of portfolio management concepts and investment management responsibilities.
• Proficient in use of MS Office products, as well as key analytical tools – Morningstar, PSN, FactSet, etc.
• Securities industry licenses 7 and 63 and 65 (or series 66) within 180 days.

Job Details:

Company: RBC

Vacancy Type: Full Time

Job Location: Minneapolis, MN, US

Application Deadline: N/A

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