Portfolio Specialist

1 week ago

Toronto, Canada Royal Bank of Canada Full time

**Job Summary**

**What is the opportunity?**

The Investment Products Advisory Group (IPAG) supports the positioning of RBC GAM investment solutions and capital markets views across Canadian retail and private client distribution channels. The team specializes in providing product support and producing impactful investment content in collaboration with our investment teams and marketing partners.

The ultimate goal of IPAG is to empower RBC GAM distribution teams with the resources they need to deliver best-in-class service to advisors and help them drive better client conversations. The Portfolio Specialist plays a critical role within the team, leading the development and maintenance of a broad range of resources that communicate our investment capabilities, while delivering highly responsive and exceptional service to our channels.

**What will you do?**
- Work closely with fund managers and investment teams to lead communication, sales support and client service requirements for a range of products and asset classes.
- Act as a center of expertise to explain how products are managed and positioned with investors.
- Responsible for generating original ideas and content that effectively positions and supports the firm’s solutions and market outlook.
- Provide regular product and market updates to GAM sales teams.
- Lead GAM product training sessions with new hires within both GAM sales teams and PH&N IC.
- Represent portfolio managers in certain scenarios on conference calls and in client meetings.
- Possess a high level of understanding of how channels, investment capabilities and business drivers fit together.
- Demonstrate deep knowledge of markets and investment strategies; able to confidently field related questions.
- Explain and write about market themes for both sophisticated and non-sophisticated audiences.
- Anticipate what market events will require messaging and able to personally generate high-quality content swiftly.
- Require mínimal assistance to independently manage complex issues/objections with sales teams, advisors, or portfolio managers.
- Utilize exceptional writing and charting skills to create & develop new content that drives sales and retention.
- Participate in strategic planning related to sales initiatives, providing context and messaging as a credible expert.
- Independently write impactful messaging for use in general marketing material and/or investment communications.
- Develop and mentor Associate Portfolio Analysts and Portfolio Analysts; may have people management responsibilities
- Collaborate effectively with colleagues across product, sales, marketing and compliance teams.

**What do you need to succeed?**

**Must Have**
- 7+ years of experience in the financial services industry
- Exceptional written communication, presentation and interpersonal skills
- Advanced Excel and PowerPoint skills, specifically related to charting, formatting, and data analysis
- Innovative self-starter with acute attention to detail and strong organizational skills with ability to work in high pressure situations
- Team player with the ability to work independently and to prioritize and multitask in an unstructured environment in order to meet tight timelines

**Nice to Have**
- A strong understanding of the retail banking landscape and its investor base; client facing experience a strong asset
- Previous experience developing and writing investment-related content, particularly in a fast-paced environment
- People management experience
- Experience with Morningstar Direct and Bloomberg
- Bilingual French communication would be an asset

**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
- 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 and geographies

**Job Skills**

Critical Thinking, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Investment Banking, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments Analysis

**Additional Job Details**

**Address**:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO

**City**:
TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
WEALTH MANAGEMENT

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