Portfolio Management Assistant / Associate
Portfolio Management Assistant / Associate
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Job Description
Job Description
What is the opportunity
As a Portfolio Management Assistant /Associate with RBC Phillips Hager & North Investment Counsel Inc. you will be responsible for working with Investment Counsellors on portfolio management work as well as for maintaining up-to-date knowledge on investment solutions as well as tax and financial planning issues. You will draft Investment Policy Statements as well as some client correspondence. A key element is also the preparation of investment review presentations.
What will you do
Assist with the modelling monitoring and rebalancing of portfolios as well as inputting trades when required
Maintain all administrative functions such as database management mass mailings preparation of presentation/meeting materials correspondence managing reports spreadsheets and completion of special projects
Proactively identify client annual reviews and compile manager review schedules
Ensure compliance to client mandate and portfolio models
Track and manage cash holdings and balances
Provide training/mentorship to new employees as required and back-up to other positions as needed
Respond to various client inquiries
What do you need to succeed
Must-have
University degree in related field
Canadian Securities Course (CSC)
CFA Program candidate administered by the CFA Institute
Highly service-oriented with good attention to detail and the ability to work well in a team environment
Advanced proficiency in Microsoft 365 apps (Word Excel PowerPoint and Outlook)
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
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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Required Experience:
IC
Employment Type
Full-Time
