Portfolio Management Assistant
2 months ago
We 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 Responsibilities- Write Investment Policy Statements and draft client correspondence
- Assist in preparing presentations for the Portfolio Manager
- Review asset mix and research tax and financial planning issues for clients
- Identify, investigate, and resolve client inquiries and administrative errors
- Manage account opening and documentation, maintain records and files, and attend client meetings as required
- Proactively assist with client management of appointments and scheduled meetings/calls
- Provide excellent customer service, respond to client inquiries, update client files, and prepare client presentation material
- Prepare meeting material in advance and attend client meetings as required
- Draft correspondence, update Investment Management Agreements, and assist in preparing 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
- 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
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
- Challenging work
- Variety of assignments
- Financial strength and a strong brand
- Asset and Liability Management (ALM)
- Cash Management
- Client Counseling
- Competitive Markets
- Financial Statement Analysis
- Investment Management
- Investment Risk
- Market Risk
- New Challenges
- Results-Oriented
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Investment Portfolio Manager
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Strategic Portfolio Manager
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Investment Portfolio Manager
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Commercial Property Portfolio Manager
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Insurance Portfolio Coordinator
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Insurance Portfolio Coordinator
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