Investment Associate

4 months ago

Guelph, 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**

Investment Associate

**What is the opportunity?**

If you want to jump into an entrepreneurial environment, work on complex solutions for high net worth clients, and get exposed to some of the most experienced associates, advisors, and financial planners in the country, 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. Our mission is to make lives better through a people-first approach to wealth management and our goal is to be the premier wealth service provider in the region to high net worth individuals by delivering a world class investment management, wealth management, and client service experience.

**The role**

To deliver a world class investment management experience, 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 Investment 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 bulk and FX trades, managing portfolio risk and compliance diagnostics, and proactively working with our team to efficiently navigate regular and irregular cash and liquidity needs for our clients.

**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

**What do you need to succeed?**

**Must-have**
- Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)
- 5+ years of securities industry and/or portfolio management experience
- Demonstrated ability and experience with bulk trading and modelling
- Proactive thinker that can easily work through competing and/or changing priorities
- Meticulous attention to detail with strong mathematical and analytical skills
- Highly experienced in Microsoft Excel and ability to work with large datasets
- You are enthusiastic, investigative, and committed to finding solutions
- You thrive on self-driven, project-based work and love to measure and drive progress
- Comfortable working independently and within a team

**Nice-to-have**
- Experience with bulk trading on a large Private Investment Management (PIM) team
- Specific experience with RBC Dominion Securities and its software products
- Experience with Sales Force or other Customer Relationship Management (CRM) software
- Strong proficiency in Microsoft Office Products: Outlook, Word, PowerPoint, Excel, etc.

**What’s 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:

- Competitive base salary and variable performance bonuses
- Comprehensive health benefits, matching employee savings programs, and participation in the RBC Pension program
- A world-class traini

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