Associate Portfolio Advisor

RBC

Minneapolis, United States of America
Base: $55,000-$95,000; bonus/equity: potential for...
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General analytical support
Morning call slide creation
Morning call report compilation
** RBC is seeking an Associate Portfolio Advisor to join its US Equities team within the Portfolio Advisory Group in Minneapolis. This role involves providing analytical support and investment advice to Wealth Management Advisors, contributing to portfolio management, and conducting research on equity securities. **

Job Summary

  • As an Associate Portfolio Advisor, you will be responsible for providing general analytical support to the team and RBC’s Wealth Management Advisors.
  • This is an excellent opportunity to join a high-profile group and start on a path towards building a career in investment management.
  • 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.

Matching Summary

Match Score: 75

** RBC is seeking an Associate Portfolio Advisor to join its US Equities team within the Portfolio Advisory Group in Minneapolis. This role involves providing analytical support and investment advice to Wealth Management Advisors, contributing to portfolio management, and conducting research on equity securities. **

Salary

Base: $55,000-$95,000; Bonus/Equity: Potential for more through discretionary variable compensation; Benefits: Comprehensive Total Rewards Program including 401(k), health, dental, vision, life, disability insurance, and paid-time off

Skills & Requirements

Must-have

  • General analytical support
  • Morning call slide creation
  • Morning call report compilation
  • Respond to advisor inquiries
  • Manage analytical reports and tools
  • Conduct portfolio reviews
  • Investment research on companies

Nice-to-have

  • Understand Financial Advisor business
  • Identify business themes and issues
  • Experience with diverse teams
  • Working knowledge of FactSet
  • Working knowledge of Bloomberg

Key Requirements

  • Undergraduate degree in finance, business, or related
  • Prior financial services industry experience
  • Demonstrated interest in financial markets
  • Solid financial analytical skills
  • Competence using Microsoft Excel
  • Series 7, 63 or 66, or ability to obtain within 180 days

Work Rights

Not specified

Tailored Resume

Cover Letter