Multi-Asset Portfolio Analytics Analyst

Job Description

What is the opportunity?

As a Multi-Asset Portfolio Analytics Analyst you will be responsible for driving operational excellence by executing and enabling core workflows while identifying, designing, and implementing process improvements and analytical/technological enhancements. Reporting directly to the Director, Multi-Asset Portfolio Strategist this role serves as a critical operational/analytical backbone – ensuring accurate, timely delivery of portfolio data, analytics, and insights that enable the MAPT to deliver RBC Portfolio Blueprint. Your role represents an opportunity to apply systems thinking to enhance portfolio operations holistically, while using/building expertise in technical analytics, quantitative modeling, and process design while deepening your knowledge of capital markets, investing principles and portfolio management.

The position is part of the Portfolio Advisory Group (PAG). PAG’s mandate is to enable RBC Wealth Management’s (RBCWM) financial advisors to consistently deliver investment advice and solutions to their clients with the highest level of competency and confidence. Within PAG the Multi-Asset Portfolio Team (MAPT) is responsible for the development, maintenance, and promotion of RBC Portfolio Blueprint. RBC Portfolio Blueprint is RBC Wealth Management’s multi-asset portfolio framework for coordinated investment advice and solutions. It is the full spectrum of investment advice and solutions including Strategic Asset Allocation, Active Asset Allocation, Investment Policy, Investment Selection, and Discretionary Portfolios.
 

What will you do?

Multi-Asset Portfolio Analytics/Operations.

• Assist the Multi-Asset Portfolio Team (MAPT) with broad general support of the suite of discretionary multi-asset portfolios
• This role has ownership of the creation and maintenance of detailed portfolio data within the portfolio analytics software
• Position offers the opportunity to recommend and execute improvements to efficiency and effectiveness of our data gathering/data analysis/operating and reporting processes
• Collaborate with Multi-Asset Portfolio Risk Analyst to ensure consistent/timely distribution of accurate investment committee reports

Collaborate with U.S. Investment Committee (USIC) members to manage a suite of discretionary portfolios.

• Aid in the coordination and participate in USIC and other investment committee meetings  
• Partner with investment committee colleagues to create quantitative data-driven models that aid in the identification of market opportunities
• Gather, organize, and analyze data as part of monitoring/evaluating investment decisions
• Aid in the trading workflow process to ensure effective communication of duties and smooth execution

Participate in activities to ensure the successful development, management, and promotion RBCWM Strategic Asset Allocation framework.

• Partner with Multi-Asset Portfolio Investment Analyst on the annual capital market assumptions and strategic asset allocation refresh
• This includes using analytical and technical skills to assist in development and maintenance of databases and quantitative models

What do you need to succeed?

Must-have

• Bachelor’s degree, preferably in Finance, Statistics, or Math
• 1-5 years’ financial industry experience
• Basic knowledge of investment performance and risk analysis, particularly as it relates to multi-asset portfolio management
• Knowledge of or desire to learn Python
• Ability to work with databases and querying languages such as SQL
• Data visualization tools experience such as Tableau
• Proficiency in statistical analysis and data modeling
• Knowledge of AI tools and proactive in exploring and implementing AI-driven solutions to enhance productivity and workflow
• Curiosity for learning new software applications. This role is seeking a candidate who wants to advance their technical capabilities. A successful candidate will enjoy the opportunity to learn/apply technical skills

Nice-to-have

• Experience with key analytical platforms or similar financial software – FactSet, Bloomberg, Morningstar Direct
• Experienced in investment management concepts such as risk measurement and reporting, performance attribution, asset allocation, and portfolio construction
• Experience in a regulated financial services environment

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.