Mutual Fund Analyst

Job Summary

Job Description

What is the opportunity?

As a Mutual Fund Analyst, you will provide reporting, research and advice for mutual fund investments to RBC Dominion Securities and RBC Global Asset Management (GAM). The position adds value to the organization as follows: Contributes to the growth of the organization’s reputation, assets under management and profitability through enhancing the quality of reporting and advice to our end clients.

You will contribute to the attraction, retention and sales effectiveness of our investment advisors through high quality research and exceptional service. You will serve as a valuable source of business intelligence on the mutual fund industry and have a high impact on the organization because of the size of mutual fund assets under care at the various business units served (more than $80 billion).

Please Note: This is a 2-year contract opportunity

What will you do?

• This role focuses on mutual fund investments offered in Canadian retail investment channels

• Maintain records and distribute research reports to key stakeholders

• Provide timely, insightful advice to advisors through in-person, email, and phone communications

• Create and publish high-value articles and newsletters

What do you need to succeed?

Must Have

• Enrollment in or completion of the CFA, or equivalent knowledge and experience

• 2-4 years of investment research experience

• University undergraduate degree or equivalent

• Excellent verbal and written communication skills

Nice to Have  

• Proficiency with Morningstar Direct, Advisor Workstation, Microsoft Word, Excel (VBA) and PowerPoint

• Strong analytical skills with high attention to detail

• Strong understanding of financial markets and investment concepts

• Ability to adapt quickly and function independently in an unstructured environment

• Demonstrated ability to multi-task and work well under pressure

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.

• Leaders who support your development through coaching and managing opportunities

• Ability to make a difference and a 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          

Job Skills

Consulting, Critical Thinking, Decision Making, Interpersonal Relationship Management, Interpersonal Relationships, Investment Banking, Investment Consulting, Investment Management, Private Banking, Product Services

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Contract (Fixed Term)

Pay Type:

Salaried

Posted Date:

2024-04-30

Application Deadline:

2024-05-15

I nclusion 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.
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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.