Investment Associate
Investment Associate
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Job Description
Job Summary
Job Description
What is the Opportunity
RBC Dominion Securities Branch located in downtown Toronto ON is looking for PIM Trading Associate to join a top investment advisory team. You will be supporting the business of an Investment Advisory team by being able to accurately interpret instructions provided by multiple investment advisors and efficiently execute trades based on these instructions while adhering to each clients investment policy statement (IPS).
What will you do
- You will be responsible for managing the trades/IPSs for a high net worth client portfolio
- Review IPS and accurately input high volumes of trades for a very large PIM portfolio making sure that each trade adheres to asset allocation rules and any special trading instructions/IPS rules
- Generate Investment Policy Statements
- Execute updates to portfolio models based on instructions from Portfolio Managers
- Review trading instructions to ensure there are no errors or omissions prior to trade execution
- Take ownership of the trading processes use your own good judgement and abilities to ensure there are no trading errors
What do you need to succeed
Must-have
- IR-licensed or RR-licensed
- Excellent attention to detail and time-management skills
- Excellent knowledge of various investment types including fixed-income preferred shares equities
- Ability to prioritize tasks without constant supervision
- Ability to work accurately under pressure
- Trading experience
Nice-to-have
- 5 years of industry experience
- Experience in portfolio management
- Familiarity with RBC DS applications
- Intermediate knowledge of Excel
Whats 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
- Ability to make a difference and lasting impact
- Work in a dynamic collaborative progressive and high-performing team
Job Skills
Account Management Customer Success Decision Making Financial Regulation Group Problem Solving Interpersonal Relationships Investment Risk ManagementAdditional 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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Required Experience:
IC
Employment Type
Full-Time
