Institutional Reporting Specialist

3 weeks ago

Toronto, Canada Royal Bank of Canada Full time

**Come Work with Us**

At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.

Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that matters in the world, in an environment built on teamwork, service, responsibility, diversity, and integrity.

**Job Title**

Institutional Reporting Specialist

**What 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.** If you have a strong sense of client service, integrity and administrative excellence, please apply. 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 on request)
- 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**
- Minimum 3 years administrative experience (financial services preferred)
- High attention to detail, ability to work independently and self-motivated when meeting tight timelines under high pressure situations
- Given the cyclical nature of our business, a flexible work schedule is critical for this role as there are periods where overtime may be required, particularly during quarter end
- Strong professional written and verbal communications skills, problem solver who demonstrates strategic thinking, and sound judgement

**Nice to Have**
- Experience using Salesforce(CRM)
- Team player, able to work effectively with staff at all levels and ability to prioritize and multitask in managing many projects / tasks / deadlines
- CSC / 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, and stock where applicable
- Leaders who support your development through coaching and managing opportunities
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Ability to make a difference and lasting impact

**Job Summary**

**Address**:
TORONTO, Ontario, Canada

**City**:
CAN-ON-TORONTO

**Country**:
Canada

**Work hours/week**:
37.5

**Employment Type**:
Full time

**Platform**:
Wealth Management

**Job Type**:
Regular

**Pay Type**:
Salaried

**Posted Date**:
2023-03-06-08:00

**Application Deadline**:
2023-03-20-07:00

**I**nclusion** 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.

**Join our Talent Community**

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