Portfolio Management Assistant

Job title:

Portfolio Management Assistant

Company

Royal Bank of Canada

Job description

Job SummaryJob DescriptionWhat is the opportunity?As a Portfolio Management Assistant with , 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
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs

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
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team

Job SkillsAdditional Job DetailsAddress: 1 PLACE VILLE MARIE:MONTRÉALCity: MONTRÉALCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2024-08-12Application Deadline: 2024-09-02Inclusion and Equal Opportunity EmploymentAt RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.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 .

Expected salary

Location

Montreal, QC

Job date

Wed, 14 Aug 2024 03:10:29 GMT

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