Mutual Fund Operations & Automation Analyst

RBC; Vancouver; On-site; CAD 65,000 - 75,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible benefits

Stock where applicable

Job summary

RBC Global Asset Management in Vancouver seeks an Operations Analyst to support PH&N Investment Services and PH&N Institutional back-office operations. You will blend technical problem-solving with operational know-how to keep mutual fund operations running smoothly and ensure clients receive excellent service.

Responsibilities include tax reporting preparation, application support for mutual fund software, and driving automation to improve efficiency and accuracy, collaborating with technology

Qualifications

• Understanding of mutual fund client tax and regulatory reporting.
• Intermediate-to-advanced Excel & SQL skills (Creating/editing SQL queries, VBA scripts, & Macro code).
• Hands-on experience with AI, robotic process automation (RPA), or digital workflow technologies to improve complex processes.
• Strong comfort with technology and a desire to solve operational challenges.
• Ability to analyze problems and recommend and implement practical solutions.

Responsibilities

• Assist with the preparation and delivery of client tax reporting for mutual fund accounts.
• Ensure timely and accurate client reporting to satisfy regulatory obligations.
• Troubleshoot and support core mutual fund applications.
• Test third-party software, understand impact to RBC GAM, and communicate impact to internal teams.
• Become a go-to resource for application issues and optimization.
• Translate technical possibilities into operational improvements and speak fluently with technology partners.
• Identify operational challenges and implement creative solutions – documenting them.

Skills

Mutual fund tax reporting

Excel & SQL

AI / RPA / digital workflows

Tech-savvy

Problem solving

Education

Post-secondary education

Tools

Unitrax

DCCM

Job description

RBC Global Asset Management in Vancouver seeks an Operations Analyst to support PH&N Investment Services and PH&N Institutional back-office operations. You will blend technical problem-solving with operational know-how to keep mutual fund operations running smoothly and ensure clients receive excellent service.

Responsibilities include tax reporting preparation, application support for mutual fund software, and driving automation to improve efficiency and accuracy, collaborating with technology