# Alternatives Investment Strategist

**Company**: RBC US Wealth Management
**Location**: Minneapolis
**Experience**: senior
**Job type**: full-time
**Salary**: $120,000-$200,000 (New York, San Francisco), $99,000-$176,000 (Chicago, Los Angeles), $90,000-$160,000 (Denver, Minneapolis)
**Category**: Finance
**Industry**: Finance

**Apply**: https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Minneapolis-Minnesota-United-States-of-America/Alternative-Investment-Strategist_R-0000172168-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_9560d732-2a9

## Description

As an Alternatives Investment Strategist for RBC US Wealth Management, you will work alongside the Multi-Asset Portfolio Strategist, Wealth Strategists, Alternatives Consultants and other internal teams on developing, coordinating, and executing our alternatives ambitions.

Responsibilities:

- Responsible for internal and external publications about the alternatives market

- Organize and participate in webcasts focusing on alternatives topics and market outlook

- Collaborate with Marketing to support alternatives campaigns and enhance website content

- Collaborate with the U.S. Investment Committee and Global Portfolio Advisory Committee members to formulate market views across various alternative asset classes

- Assist UHNW advisors or other internal partners in review of client portfolios and allocations with specific focus on alternatives

- Create and implement a proactive service model for managing relationships

- Stay current on emerging trends in the alternatives market to make informed investment recommendations

- Create an actionable investment framework within the alternatives market to help advisors and clients understand risks and opportunities

- Communicate market and economic perspectives to clients, via client presentations, publications or product-oriented marketing programs

- Relate key market developments to the positioning within managed portfolios to clients, specifically within alternative asset classes

- Research model portfolio development that includes alternative investments

Requirements:

- Bachelor’s degree, preferably in Finance or Economics

- 10+ years’ financial industry experience

- 5+ years’ experience as an investment strategist or similar role

- Series 7 & 66 licensed or ability to obtain in 180 days

- Previous experience working with financial advisors

- Knowledge of complex investment structures and esoteric investments

- Exhibits wealth management and investment products expertise

- Able to listen to client’s needs and make decisions/take actions that help clients achieve their long-term goals

- Effective problem identification, analytical and resolution skills

- Ability to distill complex or detailed financial information into key points and a recommendation

- Knowledge of investment management disciplines such as asset allocation, portfolio construction, risk return analytics, performance measurement and reporting

- Strong ability to interact with all levels of staff

Nice-to-have:

- CFA®, CAIA®, or CFP® designation or working to obtain

- 2+ years HNW client experience

- Portfolio management experience

- Experience in investment performance and risk analysis, particularly as it relates to multi-asset portfolio management

- Experience recommending and researching private investment opportunities and how they fit into a well-diversified high-net worth portfolio

Benefits:

- A comprehensive Total Rewards Program including competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off

- 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

- Opportunities to do challenging work

- Opportunities to build close relationships with clients

Salary: $120,000-$200,000 (New York, San Francisco), $99,000-$176,000 (Chicago, Los Angeles), $90,000-$160,000 (Denver, Minneapolis)

## Skills

### Required
- Alternative Investments
- Capital Markets
- Client Service
- Critical Thinking
- Economic Analysis
- Investment Management

### Nice to have
- CFA
- CAIA
- CFP
- Portfolio management
- Private investment opportunities

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Source: [Apply at rbc.wd3.myworkdayjobs.com](https://rbc.wd3.myworkdayjobs.com/en-US/RBCGLOBAL1/job/Minneapolis-Minnesota-United-States-of-America/Alternative-Investment-Strategist_R-0000172168-2?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)