Multi-asset Portfolio Advisor

**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**

Multi-Asset Portfolio Advisor

**What is the opportunity?**

The Multi-Asset Portfolio team is focused on providing best in class investment solutions and advice on portfolio construction and investment management to the 1900 investment advisors at RBC Dominion Securities.
- As a member of the PAG Multi-Asset Portfolio team you will be an important contributor to delivering ongoing investment advice and portfolio solutions aimed at bringing our best investment thinking to Investment Advisor’s portfolios
- This role will focus on service and support for the ongoing growth and development of our suite of Multi-Asset Portfolio Solutions
- Contribute to the development of thought leadership aimed at deepening the understanding behind our Multi-Asset Portfolio framework and guidance
- Work directly with Advisors to provide insight on investment proposals, portfolio reviews, and other multi-asset and multi-vehicle inquiries
- This role requires an understanding of evaluating investment managers and/or mutual funds across multiple asset classes, plus a deep understanding of portfolio construction concepts including allocation of risk budgets and Modern Portfolio Theory.
- Establish and grow strong working relationships with key stakeholders and other internal partners to ensure smooth operations between the business, investments and trading, and the field.

Our team’s advice and investment solutions incorporate equity, fixed income, alternative assets, and responsible investing, on an active and/or passive basis through various vehicle types including separately managed accounts, mutual funds, ETF’s, and single line securities.

The Multi-Asset Portfolio team is part of the broader Portfolio Advisory Group, where you will work closely with our Multi-Asset Strategy team who sets mid and long term asset mix guidance, as well as our Equity and Fixed Income strategy teams. The Multi-Asset Portfolio Advisor will rely on regular input from other key partners in Mutual Fund Research and Global Manager Research, the Alternative Investments team, and our Investment Analytics team.

The Multi-Asset Portfolio Advisor is an integral member of our team, who will service and interact regularly with advisors and associates, assist in the ongoing build-out of our suite of in-house model portfolios, and contribute to our team’s ongoing thought leadership.

**What will you do?**
- Provide personalized and responsive service to Portfolio Managers, Investment Advisors, and Associates with respect to incoming investment-related questions.
- Build relationships with advisors and key stakeholders across the firm to add value in a scalable way
- Support our team’s efforts in managing and delivering our in-house suite of multi-asset portfolio solutions.
- Gather insights from our various investment research teams and incorporate them into investment reviews and portfolio guidance across multiple asset classes and vehicle types
- Collaborate with others across the team to create content, analysis and thought leadership to be delivered as internal presentations, podcasts, or articles.

**What do you need to succeed?**

**Must Have**
- Bachelor's Degree or higher level education.
- Background in investment management, investment research, or portfolio construction and analysis, in a retail or institutional setting
- Experience in a client facing or advice facing role
- Excellent communicator, both written and spoken, and able to dissect complex ideas and concepts to provide clear, relevant, and timely summaries and insights.
- Quick learner - in terms of team processes, procedures, and investment markets.
- Service oriented.
- Ability to multi-task and prioritize in a demanding and fast-paced environment.
- High degree of numeracy and proficiency in Excel.

**Nice to Have**
- CFA Charterholder or significant progress towards the accreditation.
- HTML publishing experience.
- Experience in portfolio construction, management, and/or dealing with investment advisors and clients.
- Proficiency with FactSet, Bloomberg, Tableau, VBA, R, Python, Open Text, Audacity, Adobe.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuse