Portfolio Management Assistant
2 weeks ago
Job Summary
Job Description
Portfolio Management RoleWe are seeking a highly skilled Portfolio Management Assistant to join our team at Royal Bank of Canada. As a Portfolio Management Assistant, you will be responsible for supporting our Investment Counsellors with portfolio management tasks, including asset mix reviews, trade processing, and client correspondence.
Key Responsibilities
- Assist with portfolio modelling, monitoring, and rebalancing, as well as inputting trades when required.
- Ensure compliance with client mandates and portfolio models.
- Support securities trading and daily trade reconciliation.
- Maintain administrative functions, including database management, report preparation, and special projects.
- Identify client annual reviews and compile manager review schedules.
- Provide training and mentorship to new employees, as needed.
- Respond to client inquiries and prepare meeting materials.
Requirements
- University degree in a related field.
- Canadian Securities Course (CSC) or Chartered Investment Manager (CIM) designation.
- Excellent communication and teamwork skills.
- Advanced computer skills, including Microsoft Office Suite.
What We Offer
- Comprehensive Total Rewards Program.
- Leadership development opportunities.
- A dynamic, collaborative work environment.
- World-class training program in financial services.
Job Skills
- Asset and Liability Management (ALM).
- Cash Management.
- Client Counseling.
- Competitive Markets.
- Financial Statement Analysis.
- Investment Management.
- Investment Risk.
- Market Risk.
Additional Job Details
We value diversity and inclusion and are committed to creating an equitable workplace for our employees. We are an equal opportunities employer and strive to provide an accessible candidate experience.
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