Junior Portfolio Engineer- EN

Get AI-powered advice on this job and more exclusive features. What is the opportunity? The RBC PH&N IC Investment Strategy team is responsible for providing guidance and advice on portfolio construction, asset allocation and product fulfillment to the more than 140 Investment Counsellors in Canada. Reporting to the Senior Portfolio Engineer, the Junior Portfolio Engineer will support portfolio construction initiatives. You will work on multi-asset portfolio models, ad-hoc modelling requests as well as material for internal training and client communication. The Junior Portfolio Engineer will support the Investment Strategy team with a wide-array of strategic initiatives that will support and enable the growth of our business while maintaining a consistent institutional investment framework to our high-net-worth clients. For more information, please visit: http://www.rbcphnic.com What will you do? Enhance and maintain infrastructure to provide the Investment Strategy team with monitoring and reporting capabilities on its multi-asset portfolio models. Alongside the Senior Portfolio Engineer, monitor the models on a regular basis. Support the preparation of material on the multi-asset portfolio models for internal committee meetings. Support the Senior Portfolio Engineer with ad-hoc modelling requests and RFPs inquiries. Develop an understanding of our portfolio construction guidelines and assist with initiatives to drive consistency in portfolio management across the firm. Contribute to the content development of training modules for Investment Counselling teams, and relevant client-friendly communication as required. Participate in Portfolio Manager update calls for RBC PH&N IC and develop an in-depth knowledge of strategies available on our platform. Must Have 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. Bachelor's Degree with a focus on a relevant field of study (e.g. Commerce, Finance, Economics, etc.). A minimum of two years of experience in an investment-related role. Current enrollment in CFA program. Experience with Morningstar Direct and AWS. Proven computer skills including experience in Excel/VBA, Python. Strong analytical skills and attention to details. Ability to manage multiple priorities. Nice to Have Previous experience working with investment counsellors/advisors. Familiarity with multi-asset portfolios and alternative investments. Familiarity with FactSet/Bloomberg. What’s in it for you? 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. Flexible work/life balance options. Opportunities to do challenging work. Opportunities to take on progressively greater accountabilities. Access to a variety of job opportunities across business. Job Skills Critical Thinking, Detail-Oriented, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Information Capture, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments Analysis. Additional Job Details Address: 1 PLACE VILLE MARIE:MONTRÉALCity: MontréalCountry: CanadaWork hours/week: 37.5Employment Type: Full timePlatform: WEALTH MANAGEMENTJob Type: RegularPay Type: SalariedPosted Date: 2025-12-12Application Deadline: 2026-01-02Applications 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. #J-18808-Ljbffr