Sr. Ultra High Net Worth Client Reporting Analyst

Royal Bank of Canada

Minneapolis, MN, United States
Base: $70,000-$130,000; bonus/equity: discretionar...
Time weighted return calculations expertise
Performance data reconciliation
Wealth management experience
The Reporting Analyst serves as the key subject matter expert and creator of customized performance analysis for UHNW and institutional clients of the Private Client Group at RBC USWM

Job Summary

  • The Reporting Analyst serves as the key subject matter expert and creator of customized performance analysis for UHNW and institutional clients of the Private Client Group at RBC USWM.
  • 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.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable is offered.

Matching Summary

The Reporting Analyst serves as the key subject matter expert and creator of customized performance analysis for UHNW and institutional clients of the Private Client Group at RBC USWM.

Salary

Base: $70,000-$130,000; Bonus/Equity: Discretionary variable compensation program; Benefits: Comprehensive Total Rewards Program including flexible benefits and stock

Skills & Requirements

Must-have

  • Time weighted return calculations expertise
  • Performance data reconciliation
  • Wealth management experience
  • Performance reporting system proficiency
  • Process development and execution
  • Strong analytical skills
  • Collaboration with financial advisors

Nice-to-have

  • CFA and/or CIPM designation
  • Self-directed and proactive
  • Adaptable to change
  • Strategic influencing and persuasion
  • Customer service orientation
  • Creative problem solving
  • Ability to work in fast-paced environment

Key Requirements

  • Series 7, 65/66 licenses
  • BA/BS in business, finance, or marketing
  • 3+ years securities or financial markets experience
  • Understanding of performance measurement concepts
  • Excellent verbal, written and presentation skills
  • Experience collaborating with financial advisors and clients

Work Rights

Not specified

Tailored Resume

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