Senior Portfolio Investment Specialist

5 days ago

Toronto, Ontario, Canada Royal Bank of Canada Full time
About the Opportunity

We are seeking a highly skilled Senior Portfolio Investment Specialist to join our team in Risk Management at Royal Bank of Canada. As a key member of our organization, you will play a crucial role in supporting our Portfolio Managers in the overall operations of our Canadian Defined Benefit and Defined Contribution pension plans.

Responsibilities
  1. Provide analytical support for various functions in the management of our RBC Pension Plan investment programs.
  2. Maintain and update timely and accurate information to facilitate investment decision-making, monitoring, and reporting processes.
  3. Lead ad hoc analysis of emerging risks, changes in portfolio strategy, and deep dive reviews into portfolio concepts.
  4. Prepare quarterly performance and risk reports for our Pension Plan Management Committee and other governance bodies.
  5. Lead annual risk assessment processes, review and update of key risk identification & controls, and ensure compliance with best practices for operational risk.
  6. Contribute to the development and implementation of new plan governance policies and control procedures.
  7. Keep abreast of cash requirements for major investment transactions such as contributions, dispositions, portfolio transitions, and portfolio rebalancing, while managing routine transactions and other operational processes.
Requirements
  • Bachelor's degree in Finance, Statistics, Mathematics, or other field with 5+ years complementary demonstrated investment experience.
  • Professional designation (or progress towards) in a relevant investment industry discipline, e.g., CFA, FRM, CAIA, ASA.
  • Expertise in relevant investment industry disciplines and best practices normally acquired through experience with financial research and/or modeling in an institutional investment organization or similar environment.
  • Experience and expertise with computer applications and proficiency with complex Excel spreadsheets is an essential skill. Experience with Power BI and Python would be considered an asset.
  • Knowledge of investment sustainability, performance, and risk analysis, including ESG integration.
  • Excellent interpersonal skills and ability to communicate effectively with colleagues at different levels of the organization and a variety of external contacts.
  • Strong attention to detail and accuracy with the ability to identify and solve data and calculation errors.
  • Willingness and flexibility to examine and improve current processes.
  • Drive and ability to maximize use of new and existing tools.
  • Keen interest in financial markets and investments.
What We Offer

We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience.

In addition to a comprehensive compensation package, we also offer a dynamic and supportive work environment that fosters growth and development. If you are a motivated and results-driven professional looking to take your career to the next level, please submit your application.

  • Investment Portfolio Specialist

    4 weeks ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Investment Portfolio SpecialistWe are seeking a skilled Investment Portfolio Specialist to join our team at Alliance REIT Management Corp. As an Investment Portfolio Specialist, you will be responsible for collecting and analyzing financial information about companies, stocks, bonds, and other investments.Key Responsibilities:Collect and analyze financial...

  • Investment Portfolio Specialist

    3 weeks ago

    Toronto, Ontario, Canada Green Square Research Inc. Full time

    Job Title: Investment Portfolio SpecialistJob Type: Full-timeJob Category: Finance & AccountingAbout Green Square Research Inc.Green Square Research Inc. is a leading investment company seeking an experienced Investment Portfolio Specialist to join our team. As an Investment Portfolio Specialist, you will be responsible for evaluating financial risk,...

  • Portfolio Investment Specialist

    2 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    About the Role:The Portfolio Investment Specialist will play a key part in managing the operational aspects of RBC’s Canadian Defined Benefit and Defined Contribution pension plans. This will involve providing analytical support to Portfolio Managers in areas such as portfolio performance reporting and analysis.Key Responsibilities:Provide data-driven...

  • Investment Portfolio Specialist

    2 weeks ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    At Alliance REIT Management Corp., we are seeking an experienced Investment Portfolio Specialist to join our team. The successful candidate will be responsible for analyzing financial and investment information, providing investment advice, and preparing reports and briefings.Key Responsibilities:Collect and analyze financial and investment data on...

  • Senior Investment Officer

    4 weeks ago

    Toronto, Ontario, Canada DIF Management Canada ULC Full time

    Job Title: Senior Investment Officer - Portfolio ManagementDIF Management Canada ULC is seeking a highly skilled Senior Investment Officer to join our team. As a key member of our investment team, you will be responsible for evaluating financial risk, managing investment portfolios, and providing expert advice to clients and senior company officials.Key...

  • Senior Investment Officer

    4 weeks ago

    Toronto, Ontario, Canada DIF Management Canada ULC Full time

    Job DescriptionDIF Management Canada ULC is seeking a highly skilled Senior Investment Officer to join our team. As a key member of our investment team, you will be responsible for evaluating financial risk, managing investment portfolios, and providing investment advice to clients.Key ResponsibilitiesEvaluate financial risk and make informed investment...

  • Investment Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Job Title: Investment Portfolio AnalystAbout the Role:We are seeking a highly skilled Investment Portfolio Analyst to join our team at Alliance REIT Management Corp. As an Investment Portfolio Analyst, you will be responsible for collecting and analyzing financial and investment information to provide valuable insights to our clients.Key...

  • Senior Investment Officer

    4 weeks ago

    Toronto, Ontario, Canada DIF Management Canada ULC Full time

    Job Title: Senior Investment Officer - Portfolio Management ExpertAbout the Role:DIF Management Canada ULC is seeking a highly skilled Senior Investment Officer to join our team. As a key member of our investment team, you will be responsible for evaluating financial risk, managing investment portfolios, and providing expert advice to clients and senior...

  • Investment Portfolio Manager

    4 weeks ago

    Toronto, Ontario, Canada CANADA LTD. Full time

    At CANADA LTD., we are seeking a skilled Investment Portfolio Manager to join our team. The successful candidate will be responsible for collecting and analyzing financial and investment information about companies, stocks, bonds, and other investments. This will involve examining and analyzing financial and investment information, including company...

  • Investment Portfolio Manager

    4 weeks ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    We are seeking a skilled Investment Portfolio Manager to join our team at Alliance REIT Management Corp. The successful candidate will be responsible for collecting and analyzing financial information about companies, stocks, bonds, and other investments.The ideal candidate will have a strong educational background, with a college diploma or equivalent, and...

  • Senior Investment Officer

    4 weeks ago

    Toronto, Ontario, Canada DIF Management Canada ULC Full time

    Job Title: Senior Investment Officer - Portfolio Management ExpertDIF Management Canada ULC is seeking a highly skilled Senior Investment Officer to join our team. As a key member of our investment team, you will be responsible for evaluating financial risk, managing investment portfolios, and providing expert advice to clients.Key Responsibilities:Evaluate...

  • Investment Portfolio Analyst

    4 weeks ago

    Toronto, Ontario, Canada Green Square Research Inc. Full time

    At Green Square Research Inc., we are seeking a skilled Investment Portfolio Analyst to join our team. As an Investment Portfolio Analyst, you will be responsible for evaluating financial risk, collecting financial and investment information, and examining and analyzing financial and investment data. You will also prepare company, industry, and economic...

  • Senior Investment Officer

    4 weeks ago

    Toronto, Ontario, Canada DIF Management Canada ULC Full time

    DIF Management Canada ULC is seeking a highly skilled Senior Investment Officer to join our team. As a key member of our investment team, you will be responsible for evaluating financial risk, managing investment portfolios, and providing expert advice to clients and senior company officials.Key Responsibilities:Evaluate financial risk and develop strategies...

  • Senior Investment Officer

    4 weeks ago

    Toronto, Ontario, Canada DIF Management Canada ULC Full time

    DIF Management Canada ULC is seeking a highly skilled Senior Investment Officer to join our team. As a key member of our investment team, you will be responsible for evaluating financial risk, managing investment portfolios, and providing expert advice to clients and senior company officials.Key Responsibilities:Evaluate financial risk and make informed...

  • Investment Portfolio Manager

    1 month ago

    Toronto, Ontario, Canada Letko Brosseau and Associates Inc Full time

    About Letko Brosseau and Associates IncWe are a leading independent global investment manager, founded in 1987. Our business-minded approach focuses on fundamental research and a strong ethical culture.Our Investment SolutionsWe offer a diverse range of investment solutions to both domestic and international clients.Our investment approach is centered around...

  • Investment Portfolio Manager

    4 weeks ago

    Toronto, Ontario, Canada Alliance REIT Management Corp. Full time

    Investment Portfolio ManagerAt Alliance REIT Management Corp., we are seeking a skilled Investment Portfolio Manager to join our team. As an Investment Portfolio Manager, you will be responsible for collecting and analyzing financial and investment information about companies, stocks, bonds, and other investments. You will examine and analyze financial and...

  • Senior Portfolio Optimization Specialist

    5 days ago

    Toronto, Ontario, Canada Tricon Residential Full time

    Job DescriptionAs a Senior Portfolio Optimization Specialist at Tricon Residential, you will play a key role in optimizing our portfolio to drive industry-leading operating and financial performance.About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Senior Portfolio Optimization Specialist. In this role, you will...

  • Portfolio Optimization Specialist

    2 weeks ago

    Toronto, Ontario, Canada Lock Search Group Full time

    Unlock strategic growth with Lock Search Group as a Portfolio Optimization Specialist.Company OverviewA leading financial institution seeks a seasoned expert to drive asset management excellence. This is an exceptional opportunity to join a prestigious organization and contribute to its continued success.SalaryThe estimated annual salary for this position...

  • Senior Investment Officer

    4 weeks ago

    Toronto, Ontario, Canada DIF Management Canada ULC Full time

    Job Title: Senior Investment OfficerDIF Management Canada ULC is seeking a highly skilled Senior Investment Officer to join our team. As a key member of our investment team, you will be responsible for evaluating financial risk, managing investment portfolios, and providing expert advice to clients.Key Responsibilities:Evaluate financial risk and develop...

  • Investment Portfolio Manager

    4 weeks ago

    Toronto, Ontario, Canada CANADA LTD. Full time

    At CANADA LTD., we are seeking a skilled Investment Portfolio Manager to join our team. As a key member of our investment team, you will be responsible for collecting and analyzing financial and investment information about companies, stocks, bonds, and other investments. Your expertise will be essential in examining and analyzing financial and investment...