Analyst, Competitive Intelligence

RBC; Toronto; On-site; CAD 60,000 - 90,000; Full time

Job summary

An investment management firm is looking for a professional to support research related to Canadian retail mutual funds and ETFs. The role involves producing research reports, addressing information requests from sales teams, and enhancing internal datasets. Seeking candidates with strong communication skills, knowledge of investment concepts, and proficiency in MS Excel and related tools.

Benefits

Comprehensive Total Rewards Program

Flexible work/life balance options

Opportunities for professional development

Qualifications

• Strong knowledge of mutual funds and investment concepts with 3-5 years of relevant experience.
• Excellent written and verbal communication skills.
• Proficiency with MS Excel, VBA, Power Query, and Word.

Responsibilities

• Support the production of research reports related to the Canadian retail mutual fund industry.
• Respond to sales teams' questions and requests for information.
• Maintain and enhance internal datasets used for reports.

Skills

Commercial Acumen

Critical Thinking

Financial Planning and Analysis

Interpersonal Relationship Management

Problem Solving

Tools

MS Excel

VBA

Power Query

Word

Job description

Job Summary

Job Description

RBC Global Asset Management (GAM) is a provider of global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. In this role, you will report to the Manager, Competitive Intelligence, GAM. Your primary purpose will be to support research activities related to Canadian retail mutual funds and ETFs. For more information, please visit: https://www.rbcgam.com/en/ca

What will you do?

• Support the production of research reports and articles related to firms, products, services and industry developments in the Canadian retail mutual fund industry

• Respond to questions and requests for information from sales teams – acting as a subject matter expert to help win business

• Source data from financial reports, industry publications, news articles, websites, regulatory filings, and third-party data providers

• Maintain and enhance internal datasets used to produce regular reports

• Develop tools and processes to efficiently fulfill research requirements

What do you need to succeed?

Must Have

• Strong knowledge (ideally 3-5 years of relevant experience) of mutual funds and investment concepts

• Familiarity with asset management distribution channels (e.g. wholesale, retail, institutional)

• Excellent written and verbal communication skills

• Excellent organizational skills to handle competing projects and service requests

• Excellent interpersonal skills to support the needs of various sales teams

• Excellent problem-solving skills and attention to detail

• Proficiency with MS Excel, VBA, Power Query and Word

Nice to Have

• Enrollment or completion of CFA program

• Previous experience with Morningstar Direct, Bloomberg

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

Job Skills

Commercial Acumen, Critical Thinking, Financial Planning and Analysis (FP&A), Group Problem Solving, Interpersonal Relationship Management, 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:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-21

Application Deadline:

2025-08-05

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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