# Portfolio Management Assistant (PMA)

**Company**: RBC Phillips, Hager & North Investment Counsel
**Location**: Toronto, Ontario
**Experience**: mid
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Portfolio-Management-Assistant_R-0000184948?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/portfolio-management-assistant-pma-7c19e69e-890/

## Description

The Portfolio Management Assistant (PMA) is a role that focuses primarily on supporting the Investment Counsellor in the management of private client portfolios, relationships, and meetings.

You will:

- Respond to client inquiries and update client files as required

- Prepare client presentation material and meeting material in advance

- Attend client meetings, if requested

- Draft correspondence and client newsletters

- Assist in preparing financial plans using RBC's proprietary software

- Respond to tax-related questions from accountants

- Assist with securities trading as directed by the Investment Counsellor

- Develop and manage marketing lists, help with new account presentations, and prepare new prospect proposals

- Prepare client Investment Policy Statements from a template

- Model, monitor, and provide suggestions to rebalance the portfolios

- Ensure compliance to client mandate and portfolio models are met

- Assist the Investment Counsellor and the team with any additional ad hoc administrative duties as needed.

To succeed, you will need:

- Minimum of 2 years in a client-facing role in a financial institution, including financial planning

- University Degree

- Completion of either CIM or CFA Level 1

- PFP or CFP

- Experience in Trading

- Advanced MS Office skills (Word, Excel, Power Point)

- Attention to detail, strong organizational skills, excellent oral and written skills, and technologically savvy

In return, you will receive:

- A comprehensive Total Rewards Program including bonuses and flexible benefits

- Competitive compensation

- Commissions and stock where applicable

- Challenging work and variety of assignments

- Financial strength and a strong brand

- Prestige and management that supports your work and progression

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## Skills

### Required
- Asset and Liability Management (ALM)
- Cash Management
- Client Counseling
- Competitive Markets
- Financial Statement Analysis
- Investment Management
- Investment Risk
- Market Risk

### Nice to have
- Tax planning experience
- Portfolio Management skills
- Successful completion of CSC

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/TORONTO-Ontario-Canada/Portfolio-Management-Assistant_R-0000184948?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)