# Associate Portfolio Manager

**Company**: RBC
**Location**: George Town
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/9-FORUM-LANEGEORGE-TOWN/Associate-Portfolio-Manager_R-0000192077?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_5f76cbd8-acc

## Description

The Associate Portfolio Manager will support RBC DS investment advisors in their delivery of customized investment strategies to clients.

**Responsibilities**

- Design and implement multi-asset class discretionary portfolios

- Analyze financial market trends and economic conditions to inform investment decisions

- Monitor investment strategies and recommend tactical allocation opportunities and changes

- Write client-friendly investment commentary and portfolio analysis

- Prepare and deliver client portfolio reviews

- Monitor the firm's investment universe and recommend suitable investments

- Execute securities trades in a live-to-market environment

- Build and present portfolio proposals to prospective clients

- Develop relationships with portfolio management support resources globally

**Requirements**

- University degree in a related field

- Internationally recognized investment management professional designation (CIM or CFA)

- Minimum 5 years investment management experience

- Minimum 7 years investment industry experience

- Demonstrated presentation skills, both written and oral

- Analytical mind, intellectual curiosity, team-first attitude, exceptional communications skills, and ability to thrive in a fast-paced environment

**Nice to Have**

- Experience delivering investment solutions working with a client-facing, live-to-market discretionary portfolio manager

- Marketing/sales background

**Benefits**

- Competitive compensation package including salary, bonus, and pension

- Health insurance and comprehensive benefits

- 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

## Skills

### Required
- Investment Management
- Customer Service
- Decision Making
- Interpersonal Relationship Management
- Investment Performance Measurement

### Nice to have
- Marketing/sales
- Experience delivering investment solutions

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/9-FORUM-LANEGEORGE-TOWN/Associate-Portfolio-Manager_R-0000192077?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)