Multi-asset Portfolio Analyst

Royal Bank of Canada

Minneapolis, MN, United States
Base: $70,000-$130,000 depending on experience + r...
Portfolio analytic and risk reporting
Investment committee collaboration
Multi-asset portfolio management
As a Multi-Asset Portfolio Analyst with RBC Wealth Management, you will contribute to maintaining and improving the RBC Portfolio Blueprint to support financial advisors with coordinated investment advice and solutions

Job Summary

  • As a Multi-Asset Portfolio Analyst with RBC Wealth Management, you will contribute to maintaining and improving the RBC Portfolio Blueprint to support financial advisors with coordinated investment advice and solutions.
  • The role offers opportunities to work in a dynamic, collaborative, and high-performing team with leadership support, flexible benefits, and a comprehensive total rewards program including competitive compensation and 401(k) matching.
  • You will collaborate across teams to enhance portfolio strategy design, execute data-driven models, and participate in investment committee meetings to aid in making informed investment decisions.

Matching Summary

As a Multi-Asset Portfolio Analyst with RBC Wealth Management, you will contribute to maintaining and improving the RBC Portfolio Blueprint to support financial advisors with coordinated investment advice and solutions.

Salary

Base: $70,000-$130,000 depending on experience and registration status; Bonus/Equity: Discretionary variable compensation program; Benefits: Comprehensive total rewards including health, dental, vision, life, disability insurance, paid time off, and 401(k) with company match

Skills & Requirements

Must-have

  • portfolio analytic and risk reporting
  • investment committee collaboration
  • multi-asset portfolio management
  • investment performance and risk attribution
  • data gathering and process improvement
  • financial markets and capital markets knowledge

Nice-to-have

  • knowledge of FactSet and Tableau
  • Python and SQL programming skills
  • AI tools and AI-driven workflow solutions
  • strong verbal and written communication
  • collaborative and progressive team environment

Key Requirements

  • Undergraduate degree in finance, economics, statistics or mathematics
  • 3+ years related investment experience
  • CFA charter or pursuing Series 7 & 66 license or ability to obtain
  • broad knowledge of global economy and wealth management industry

Work Rights

Not specified

Tailored Resume

Cover Letter