Institutional Analyst

RBC Global Asset Management

Toronto, Canada
Base: $55,000.00 - $90,000.00; bonus/equity: poten...
Client and prospect facing materials
Client reporting and communications
Written analyses, exhibits & slides
As an Institutional Analyst you will provide support to the PH&N Institutional team, with a primary focus on Multi-Asset and Family Office clients

Job Summary

  • As an Institutional Analyst you will provide support to the PH&N Institutional team, with a primary focus on Multi-Asset and Family Office clients.
  • Leverage your finance knowledge to produce written analyses, exhibits & slides to synthesize key technicals.
  • We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

Matching Summary

As an Institutional Analyst you will provide support to the PH&N Institutional team, with a primary focus on Multi-Asset and Family Office clients.

Salary

Base: $55,000.00 - $90,000.00; Bonus/Equity: Potential for discretionary variable compensation; Benefits: Comprehensive Total Rewards Program

Skills & Requirements

Must-have

  • client and prospect facing materials
  • client reporting and communications
  • written analyses, exhibits & slides
  • collaboration with Portfolio Managers
  • support business development activities
  • capture key client updates in systems

Nice-to-have

  • strategic thinking and sound judgement
  • proactive and effective independent tasks
  • pursue CFA designation
  • knowledge of financial programs
  • bilingual English/French

Key Requirements

  • Undergraduate degree in finance, economics or mathematics
  • Minimum 3 years investment and financial services experience
  • CFA candidate or willingness to pursue
  • Superior Microsoft Office (Excel, PowerPoint) literacy
  • Flexible work schedule for busy periods

Work Rights

Not specified

Tailored Resume

Cover Letter