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