Royal Bank of Canada
Job title:
Institutional Reporting Specialist
Company
Royal Bank of Canada
Job description
Job SummaryJob DescriptionWhat is the opportunity?RBC Global Asset Management (RBC GAM) is a Canadian-based asset management firm with global scope and industry-leading investment management capabilities. The PH&N Institutional division within RBC GAM focuses exclusively on serving Canadian Institutional clients and is widely considered a thought leader in this field, based on our long-term track record of delivering exceptional investment solutions and service. This is a specialized administrative role. You will have a strong sense of client service, integrity, and administrative excellence. A key member of the PH&N Institutional team, the Reporting Specialist works closely with Associates and Portfolio Managers to serve our clients.What will you do?
- Assist in creating content, organizing production, reviewing and distributing client reporting (monthly, quarterly, and upon request)
- Regularly translate investment-related content from English to French
- Support day-to-day and ad hoc client requests by utilizing investment software, preparing presentations, client reports, and other forms of client communication
- Work with our CRM to capture key business development activities, mandate changes, and critical client information
- Research, create, and maintain presentation materials (charts and slides, data analysis, etc.)
- Collaborate with various teams across RBC GAM to support and implement projects impacting the Institutional team
- Work with our legal department, Institutional Portfolio Managers, and other teams within RBC GAM to compile and complete the required documentation for onboarding and maintaining client relationships
What do you need to succeed?Must-have
- Bilingualism (English and French) required, as you will regularly do business with partners across Canada
- 3 years of administrative experience, preferably in the financial services industry
- Meticulous attention to detail, ability to work independently, and self-motivated attitude to meet key deliverables in high-pressure situations
- Advanced skillset in the use of Microsoft 365 apps, particularly Excel and PowerPoint
- Given the cyclical nature of our business, a flexible work schedule is critical for this role as there are periods when overtime may be required (e.g., quarter-end)
- Strong problem solving and strategic thinking skills, including sound judgment
Nice-to-have
- Experience using Salesforce
- Team player attitude, ability to work effectively with staff at all levels, strong organizational and multitasking skills to manage projects, tasks, and deadlines
- CSC or IFC
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
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
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: 2024-06-13Application Deadline: 2024-07-01Inclusion 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
Sat, 15 Jun 2024 04:03:54 GMT
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