Institutional Analyst

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 https://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, with a primary focus on Fixed Income.

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, and critical client information
• Play a key role in the day-to-day support of client mandates including mandate structuring, cash flow management, and compliance monitoring
• Collaborate with various teams to organize/create recommendations on transition trades, and support implementation efforts as required

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 beyond core hours, 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

Nice to Have

• 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

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

• Leaders who support your development through coaching and managing opportunities

• Work in a dynamic, collaborative, progressive, and high-performing team

• Opportunities to do challenging work

• Opportunities to take on progressively greater accountabilities

• Ability to make a difference and lasting impact

Job Skills

Additional Job Details

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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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.