Portfolio Management Assistant

1 month ago

London, Ontario, Canada Royal Bank of Canada Full time
Job Summary

As a Portfolio Management Assistant at Royal Bank of Canada, you will play a key role in supporting the Portfolio Manager in managing client portfolios. Your primary responsibilities will include writing Investment Policy Statements, drafting client correspondence, and preparing presentations for the Portfolio Manager.

Key Responsibilities
  • Identify, investigate, and resolve client inquiries and administrative errors, ensuring trades are processed accurately and on a timely basis.
  • Manage all aspects of account opening and documentation, maintaining records and files, and attending client meetings as required.
  • Proactively assist with client management of appointments and scheduled meetings/calls.
  • Provide excellent customer service by responding to client inquiries, updating client files, and preparing client presentation material.
  • Prepare meeting material in advance and attend client meetings as required.
  • Draft correspondence, update Investment Management Agreements, and assist in the preparation of Investment Policy Letters.
  • Assist with securities trading as required and ensure daily reconciliation of trades are processed.
  • Assist with Business Development activities by developing and managing marketing lists, helping with new account presentations, and preparing new prospect proposals.
  • Prepare Investment Policy Statements, model, monitor, and rebalance portfolios.
  • Ensure compliance with client mandate and portfolio models.
  • Assist the Portfolio Manager and team with additional ad-hoc administrative duties as needed.
Requirements
  • University degree.
  • Completion of either CIM or PFP or CFA Level 1.
  • Experience in trading.
  • Minimum of 2 years' experience in a similar role.
  • Advanced MS Office skills (Word, Excel, PowerPoint).
  • Attention to detail, excellent oral and written skills, and technologically savvy.
What's in it for you?

We offer a comprehensive Total Rewards Program, including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable. You will have the opportunity to work in a challenging and dynamic environment, with a variety of assignments and the chance to make a difference in our clients' lives.

Additional Job Details

At Royal Bank of Canada, we are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We strive to provide an accessible candidate experience for our prospective employees with different abilities.

  • Portfolio Management Assistant

    1 month ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Portfolio Management Assistant at Royal Bank of Canada, you will be responsible for supporting the Portfolio Manager in the management of client portfolios. This includes writing Investment Policy Statements, drafting client correspondence, and assisting with the preparation of presentations for the Portfolio Manager.Key ResponsibilitiesWrite...

  • Portfolio Management Assistant

    1 month ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Portfolio Management Assistant at Royal Bank of Canada, you will be responsible for supporting the Portfolio Manager in the management of client portfolios. This includes writing Investment Policy Statements, drafting client correspondence, and assisting with the preparation of presentations for the Portfolio Manager.Key ResponsibilitiesWrite...

  • Portfolio Management Assistant

    3 weeks ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Portfolio Management Assistant at Royal Bank of Canada, you will play a crucial role in supporting the Portfolio Manager in managing client portfolios. Your primary responsibilities will include writing Investment Policy Statements, drafting client correspondence, and preparing presentations for the Portfolio Manager.Key...

  • Portfolio Management Assistant

    3 weeks ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a Portfolio Management Assistant at Royal Bank of Canada, you will play a crucial role in supporting the Portfolio Manager in managing client portfolios. Your primary responsibilities will include writing Investment Policy Statements, drafting client correspondence, and preparing presentations for the Portfolio Manager.Key...

  • Portfolio Management Assistant

    4 weeks ago

    London, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Assistant to join our team at Royal Bank of Canada. As a key member of our investment management team, you will be responsible for writing Investment Policy Statements and drafting client correspondence.Key ResponsibilitiesWrite Investment Policy Statements and draft client correspondenceAssist...

  • Portfolio Management Assistant

    4 weeks ago

    London, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Assistant to join our team at Royal Bank of Canada. As a key member of our investment management team, you will be responsible for writing Investment Policy Statements and drafting client correspondence.Key ResponsibilitiesWrite Investment Policy Statements and draft client correspondenceAssist...

  • Portfolio Management Assistant

    1 month ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Assistant to join our team at Royal Bank of Canada. As a key member of our investment management team, you will be responsible for writing Investment Policy Statements and drafting client correspondence.Key ResponsibilitiesWrite Investment Policy Statements and draft client correspondenceAssist...

  • Portfolio Management Assistant

    3 weeks ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Assistant to join our team at Royal Bank of Canada. As a key member of our investment management team, you will be responsible for writing Investment Policy Statements and drafting client correspondence.Key ResponsibilitiesWrite Investment Policy Statements and draft client correspondenceAssist...

  • Portfolio Management Assistant

    1 month ago

    London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Assistant to join our team at Royal Bank of Canada. As a key member of our investment management team, you will be responsible for writing Investment Policy Statements and drafting client correspondence.Key ResponsibilitiesWrite Investment Policy Statements and draft client correspondenceAssist...

  • Portfolio Management Assistant

    1 month ago

    London, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Portfolio Management Assistant at Royal Bank of Canada, you will play a key role in supporting the Portfolio Manager in managing client portfolios. Your primary responsibilities will include writing Investment Policy Statements, drafting client correspondence, and preparing presentations for the Portfolio Manager. You will also be involved in...

  • Portfolio Management Assistant

    1 month ago

    London, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryAs a Portfolio Management Assistant at Royal Bank of Canada, you will play a key role in supporting the Portfolio Manager in managing client portfolios. Your primary responsibilities will include writing Investment Policy Statements, drafting client correspondence, and preparing presentations for the Portfolio Manager. You will also be involved in...

  • Portfolio Management Assistant

    1 month ago

    London, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Assistant to join our team at Royal Bank of Canada. As a key member of our investment management team, you will be responsible for writing Investment Policy Statements and drafting client correspondence.Key ResponsibilitiesWrite Investment Policy Statements and draft client correspondenceAssist...

  • Portfolio Management Assistant

    1 month ago

    London, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryWe are seeking a highly skilled Portfolio Management Assistant to join our team at Royal Bank of Canada. As a key member of our investment management team, you will be responsible for writing Investment Policy Statements and drafting client correspondence.Key ResponsibilitiesWrite Investment Policy Statements and draft client correspondenceAssist...

  • Investment Portfolio Manager

    2 weeks ago

    London, Ontario, Canada NBC Full time

    Investment Portfolio ManagerAs an Investment Portfolio Manager at National Bank Financial – Wealth Management, you will be responsible for strategically managing investment portfolios to bring value to our clients. Your analytical mind and passion for finance will be essential in this role.Key Responsibilities:Analyze and track individual stocks,...

  • Strategic Portfolio Manager

    2 weeks ago

    London, Ontario, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled Strategic Portfolio Manager to join our team at National Bank Financial – Wealth Management. As a key member of our investment team, you will be responsible for analyzing and tracking individual stocks, exchange-traded funds, investment funds, and other securities that may be included in investment portfolios.Key...

  • Investment Portfolio Manager

    2 weeks ago

    London, Ontario, Canada NBC Full time

    Investment Portfolio ManagerAt National Bank Financial – Wealth Management, we're seeking a skilled Investment Portfolio Manager to join our team of 1,000 investment advisors. As a key member of our organization, you'll play a vital role in managing investment portfolios and providing strategic guidance to our clients.Analyze and track individual stocks,...

  • Investment Portfolio Manager

    3 weeks ago

    London, Ontario, Canada NBC Full time

    Investment Analyst Job DescriptionAt National Bank Financial – Wealth Management, we're seeking a skilled Investment Analyst to join our team of 1,000 investment advisors. As an Investment Analyst, you'll play a crucial role in managing investment portfolios and providing strategic advice to our clients.Key Responsibilities:Analyze and track individual...

  • Investment Portfolio Manager

    3 weeks ago

    London, Ontario, Canada NBC Full time

    Investment Analyst Job DescriptionAt National Bank Financial – Wealth Management, we're seeking a skilled Investment Analyst to join our team of 1,000 investment advisors. As an Investment Analyst, you'll play a crucial role in managing investment portfolios and providing strategic advice to our clients.Key Responsibilities:Analyze and track individual...

  • Investment Portfolio Manager

    4 weeks ago

    London, Ontario, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled Investment Analyst to join our team at National Bank Financial – Wealth Management. As an Investment Analyst, you will play a critical role in managing investment portfolios and providing strategic advice to clients.Key ResponsibilitiesAnalyze and track individual stocks, exchange-traded funds, investment funds,...

  • Investment Portfolio Manager

    4 weeks ago

    London, Ontario, Canada NBC Full time

    Job SummaryWe are seeking a highly skilled Investment Analyst to join our team at National Bank Financial – Wealth Management. As an Investment Analyst, you will play a critical role in managing investment portfolios and providing strategic advice to clients.Key ResponsibilitiesAnalyze and track individual stocks, exchange-traded funds, investment funds,...