Portfolio Associate

10 hours ago


Minneapolis, Minnesota, United States RBC Full time
Job Summary

RBC is seeking a highly motivated and detail-oriented Portfolio Associate to join our Managed Portfolio Strategies team. As a key member of the team, you will provide critical support to our analysts in delivering investment advice to financial advisors.

Key Responsibilities
  • Proactively gather and analyze data from various sources to inform investment decisions
  • Develop and maintain proprietary tools and resources to support portfolio construction and analysis
  • Collaborate with cross-functional teams to design and implement marketing campaigns and educational initiatives
  • Assist in the production of thought leadership content to educate advisors on industry trends and best practices
Requirements
  • Undergraduate degree in a relevant field, such as finance, accounting, or economics
  • Strong analytical and problem-solving skills, with the ability to work in a fast-paced environment
  • Proficiency in MS Office and key analytical tools, such as Bloomberg and FactSet
  • Knowledge of investment products and concepts, including portfolio management and asset allocation
What We Offer

RBC is committed to providing a comprehensive total rewards program, including competitive compensation, bonuses, and flexible benefits. Our team is dedicated to supporting your professional development and growth, with opportunities for advancement and career progression.

We are an equal opportunity employer, committed to diversity and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional results.



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