Investment Associate

4 months ago

Guelph, Canada Royal Bank of Canada 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 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. This role is as much instrumental to Trading Operations as it is in supporting cross training, leading or contributing to strategic initiatives, and helping with team capacity during urgent or peak volume periods.

**What will you do?**
- 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
- 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
- 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
- SCALE TRADING OPERATIONS - Be the champion for the trading process, related technologies and/or best practices, and take extreme ownership over improving them and keeping the team
- DEVELOP AND CROSS-TRAIN TRADING OPERATIONS KNOWLEDGE - eagerly and proactively learn, develop, and improve your trading operations knowledge and effortlessly share your best practices with the team
- Promote and support a work environment that inspires innovation, creativity, collaboration and diversity

**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

**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

**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

**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

**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 deta

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