Investment Policy Analyst

2 hours ago

Minneapolis, United States Royal Bank of Canada> Full time

Job Summary

Job Description

What is the opportunity?

Join RBC Global Asset Management (GAM), a growing global asset management firm that offers investment capabilities to create customized client solutions through specialized investment teams supported by global resources.  As an Investment Policy Analyst with GAM, you will assess, interpret, implement, monitor client investment policies and ensure operational effectiveness. Since GAM is part of Royal Bank of Canada (RBC), you will also have the benefit of working for a large, secure company with competitive benefits.

What will you do?

  • Read and interpret investment policy statement (IPS) requirements, statutes, and laws; annotate IPS statements and translate into Charles River Investment Management System (CRD) or manual testing process.
  • Write tests in CRD ensuring rule construction are complete & accurate and adhere to quality review process.
  •  Monitor and research policy alerts generated in CRD during pre-trade, post-trade, and batch compliance
  • Work with internal teams, including client service, investment team, operations, compliance and legal to ensure open questions and issues are resolved.
  • Assist portfolio managers with trade issues relating to compliance issues, data exceptions, or processes.

What do you need to succeed?

Must-have

  • Bachelor’s Degree in Finance or Business related discipline
  • Ability to help streamline processes to improve efficiencies
  • Excellent attention to detail and the ability to work in a fast paced environment.
  • Intermediate understanding of investing and financial securities.

Nice-to-have

  • Experience with an order management system (Charles River Investment Management System (IMS) preferred)
  • Familiar with post/pre-trade monitoring of investment guidelines and relevant portfolio exposures using the Charles River IMS.

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • 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
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities  
  • Access to a variety of job opportunities across business

Job Skills

Active Learning, Adaptability, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Investment Management, Investment Management Systems, Investments, Operational Delivery, Process Improvements

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-10-15

Application Deadline:

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
​​​​​​​
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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