Investment associate

4 weeks ago

Guelph, Canada RBC Full time

Job Summary

What is the opportunity?

If you are passionate about managing a complex trading operation at scale and are excited about the opportunity to support a large advisor team (16 team members) in delivering a world-class investment management experience to our clients, then you should definitely read on

The Elinesky Schuett Private Wealth team of RBC Dominion Securities (Elinesky Schuett) is one of the largest and fastest-growing advisor teams in the country. We are leading experts in multi-generational wealth management and legacy preservation for high net worth individuals and families, business owners and executives, farmers navigating farm transitions, institutions, and charitable foundations. Our mission is to improve lives through a people-first approach to wealth management and to help give our clients more meaning to their money, and we pride ourselves on recruiting, building, and retaining a values-driven team that understands this.

To continue delivering on our mission, Elinesky Schuett is currently seeking a dynamic Investment Associate to help take our trading operations to the next level. The role works closely with associates and advisors to efficiently plan, execute, monitor, and manage the portfolio and scaled investment strategy for our clients. This role is instrumental in building out and monitoring portfolio models, executing individual, bulk and FX trades, managing portfolio risk and compliance diagnostics, rebalancing the portfolios as needed, executing strategies for tax loss selling as needed, and proactively managing the portfolio for regular and irregular cash and liquidity needs for our clients.

What will you do?

  1. DELIVER WORLD CLASS INVESTMENT MANAGEMENT AT SCALE

    • Leverage the power of the Private Investment Management (PIM) platform to build portfolio models, efficiently allocate securities using our proprietary target allocation calculator, and execute bulk trades at scale, while minimizing return drag, trading losses, corrections, and debit interest.

  2. BE THE CHAMPION OF PORTFOLIO RISK MANAGEMENT

    • Take extreme ownership over monitoring and resolving risk alerts driven from client Investment Policy Statement (IPS) constraints and PIM Investment Management Guidelines to ensure our client portfolios are 100% compliant and never blocked from executing trades.

  3. EFFICIENTLY MANAGE PORTFOLIO CASH

    • Analytically review, master, and build a plan to efficiently cover recurring client cash obligations without creating significant drag on portfolio returns.

  4. BE THE MASTER OF PORTFOLIO PERFORMANCE REPORTING

    • Use your analytical skills and meticulous attention to detail to review, summarize, and report on monthly performance data on our equity and fixed income portfolios.

  5. SCALE TRADING OPERATIONS

    • Be the champion for the trading process, related technologies and/or best practices, and take extreme ownership over improving and/or making them more efficient.

What do you need to succeed?

Must Have

  • Investment Representative Licensed CSC, CPH, and 30-day training.
  • 5+ years of securities industry and/or portfolio management experience.
  • Demonstrated experience rebalancing portfolios, bulk trading, building and managing portfolio models, and working with trade lists.
  • Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations.
  • Being detail-oriented, possessing outstanding written and verbal communication skills, problem-solving skills, and ability to navigate multiple demands in a fast-paced environment.
  • Proactive and methodical thinker that can easily work through competing and/or changing priorities.
  • Meticulous attention to detail with strong mathematical and analytical skills.
  • Comfortable working independently and within a team.

Nice to Have

  • Specific experience with RBC Dominion Securities and its software products (ClientLink, TradeLink, TAC, PIM Risk Dashboard, FactSet, COB, etc.).
  • Experience with Salesforce.
  • Strong proficiency in video conferencing and messenger service applications (Slack, WebEx Teams, Microsoft Teams, Zoom, etc.).
  • Strong proficiency in Microsoft Excel and ability to work with large datasets.
  • Previous experience as an associate supporting an advisor team is considered an extremely valuable asset.
  • Working towards CFA considered an asset.

Whats in it for you?

Elinesky Schuett attributes its growth and the success of its service offering on its people. We strive to attract and retain exceptional individuals by nurturing a diverse, equitable, and inclusive environment that is well-resourced, experienced, and engaged for career growth and personal development without compromising on competitive compensation, life-work balance, and service impact beyond the business. While working on our mission, some of the benefits our team members enjoy are:

  • Opportunities to do challenging work and to take on progressively greater accountabilities.
  • Competitive base salary and variable performance bonuses.
  • Comprehensive health benefits and matching programs.
  • Competitive team and office perks including strong vacation, personal, sick, and flex day policies.
  • Fun team events and social activities.

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address: 42 WYNDHAM ST N:GUELPH

City: GUELPH

Country: Canada

Work hours/week: 37.5

Employment Type: Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type: Salaried

Posted Date: 2024-08-26

Application Deadline: 2024-09-14

Inclusion and Equal Opportunity Employment

At 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.

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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.

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