Institutional Investment Analyst

RBC; Toronto; On-site; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Bonus eligibility

Flexible benefits

Stock options

Job summary

RBC Global Asset Management is seeking a data-focused business development professional to manage consultant and third-party databases, ensuring complete and accurate profiles. You will collaborate with performance, data, RFP, marketing, and client services to deliver consistent responses and messaging.

You will become a subject matter expert on upstream/downstream data usage, drive workflow efficiency, and manage regular requests while partnering with global teams to populate relevant

Qualifications

• 1-2 years of experience with financial products and investment funds.
• Hands-on experience building SQL queries within large datasets and creating Tableau reports.
• Proactive and detail-oriented with strong quantitative and analytical skills.
• Highly collaborative with strong stakeholder management.
• Ability to work within specified timeframes and meet deadlines.
• Strong written communication skills and effective documentation.

Responsibilities

• Populate GAM’s firm and strategy profiles on consultant and 3rd party databases with quantitative and qualitative data.
• Coordinate with performance, data, RFP, marketing, client operations and client service teams to ensure consistency across responses, RFPs, DDQs and marketing content.
• Serve as a SME on consultant databases and data usage; improve workflows with querying tools and reports.
• Populate qualitative and quantitative responses to deliver a consistent, clear message for GAM.
• Handle regular consultant relations requests (monthly/quarterly data).
• Build relationships with Product, Sales & Distribution and Consultant Relations teams globally to populate relevant strategies in databases.
• Identify industry trends to improve practices and approaches.
• Draft business requirements and workflow processes for institutional projects.

Skills

SQL queries

Tableau reports

Analytical skills

Stakeholder management

Time management

Written communication

Technology & AI tools

Education

Bachelor's degree in finance, business, computer science

CFA designation (desirable)

Tools

SQL

Tableau

Job description

What is the opportunity?

Join RBC Global Asset Management (GAM) in this key business development position. You will be responsible for supporting GAM’s global institutional business development efforts by populating all aspects of consultant and 3rd party databases with firm and strategy data that is complete, accurate, timely and consistent. For more information, please visit: https://www.rbcgam.com

What will you do?

• Maintain GAM’s firm and strategy profiles on consultant and 3rd party databases (such as eVestment and OMNI platform) by populating quantitative and qualitative data, e.g., performance, AUM, characteristics, allocations, holdings, personnel, narratives, ESG questionnaires, etc.
• Work with the performance team, data team, RFP, marketing, client operations and client service teams to ensure consistency among 1) responses to consultant relations/business development requests; 2) RFP responses and DDQs; 3) marketing content; and 4) information and data provided via third‑party questionnaires and databases.
• Become Subject Matter Expert on consultant databases and its upstream, downstream data usage; Improve work flow efficiency by utilizing tools such as database querying tools and reports
• Subject matter experts to populate qualitative and quantitative responses so that GAM delivers a consistent, clear message.
• Responsible for regular/ad hoc consultant relations requests (e.g. monthly and quarterly data/information).
• Establish relationships with the Product, Sales & Distribution and Consultant Relations teams, across the globe, to ensure relevant strategies/vehicles are being populated in databases.
• Seek out industry trends to understand best practices and alternate approaches.
• Collect and write business requirements from institutional business supporting projects

What do you need to succeed?

• 1-2 years of experience working with financial products with a good understanding of investment funds
• Hands‑on experience in building SQL queries within large dataset and building tableau reports
• Proactive and positive approach to solve problems. Attention to details with strong quantitative and analytical skills
• Highly collaborative individual with strong stakeholder management skills
• Ability to work within specified timeframes and meet deadlines.
• Strong organizational and written communication skills are essential
• Proficiency working with technology and AI to improve processes and productivity

Nice to have

• Experience in populating and maintaining consultant/3rd party databases (e.g. eVestment, Mercer, Callan etc.)
• Bachelor's degree in finance, business, computer science or related field
• CFA designation or pursuing CFA designation is desirable, but not required
• Experience in writing business requirements and workflow processes

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
• On‑job training to further develop relevant skillsets

Job Skills

Critical Thinking, Data Administration, Database Structures, Databasing, Data Modeling, Data Movement, Detail‑Oriented, Group Problem Solving, Information Capture, Investments, Standard Operating Procedure (SOP), Teamwork

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: 2026-09-09

Application Deadline: 2026-09-23

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

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

$55,000.00 - $90,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay range for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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.

Find out how we use our passion and drive to enhance the well‑being of our clients and communities at jobs.rbc.com