Operation Specialist Performance Measurement

RBC; Mississauga; On-site; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Stock options

Flexible benefits

Job summary

RBC is seeking an Operations Specialist in Performance Measurement to analyze client rate of return and weight-based vs time-weighted calculations. You will partner with business teams and IT to ensure data integrity and accurate reporting of portfolio performance.

You will be central to inquiries on performance ROR, collaborate with Front Office, and support month-end/quarter-end workflows in a dynamic wealth management environment in Mississauga, Canada.

Qualifications

• Knowledge of Global Investment Performance Standards (GIPS), especially Time Weighted vs Money Weighted Return.
• Strong foundation in RBC WM’s operational and portfolio management systems (Broadridge, ServiceLink, ClientSource, ClientLink, FMC, PACER, PERSYS).
• Ability to work independently and in groups in a fast-paced environment.
• Excellent relationship management and analytical skills for research and resolution with Front Office stakeholders.
• Ability to leverage internal/external contacts to address issues and opportunities.
• Experience managing multiple project tasks and prioritizing deliverables.
• Capacity to escalate problems to management when needed.
• Ability to present data clearly to stakeholders across levels in the organization.
• Intermediate to advanced MS Access, MS Excel, MS PowerPoint skills.

Responsibilities

• Investigate and understand clients’ accounts and portfolios returns.
• Analyze fluctuations in market value, gains/losses, and return of capital price changes; assess security-level attributions.
• Work independently and in groups to meet deliverables in a fast-paced environment.
• Support month-end and quarter-end processes with high volumes and tight timelines.
• Provide RBC divisions with superior service around portfolio performance and attribution.
• Investigate account activity and research transactions for performance impact across RBC systems.
• Guide DS branches and IC offices on policies, procedures and regulatory frameworks.
• Monitor and advocate strong SLA performance and timely delivery.
• Collaborate with SMEs, PMs, IT and operations to implement solutions.

Skills

Analytical Thinking

Communication

Customer Accounts

Customer Relationships

Deliverables Management

External Clients

Investment Performance

Portfolio Management

Portfolio Management Systems

Problem Resolution

Project Tasks

Service Level Agreement (SLA)

Tools

MS Access

MS Excel

MS PowerPoint

Job description

Job Description

What is the opportunity?

Operation specialist in Performance Measurement group. Analyzes operational problems related to client rate of return, money weighted vs. time weighted calculations. Act as a central point of contact for business partners on inquiries associated with performance ROR. This role will be working very closely within the larger Performance Measurement, Pricing group and IT/Business partners ensuring data integrity of inputs, calculations, and accurate reporting.

What will you do?

• Investigate and understand clients’ accounts and portfolios returns.
• Analyze fluctuation of market value/gain/losses/return of capital price changes, security level attributions etc
• Comfortable with working independently and in group and adhering to committed deliverables in a fast-paced, dynamic work environment.
• Work proactively and deliver on time, especially on month end and quarter end where volumes are high and time is limited
• Provide Dominion Securities, PH&N Investment Counsel and Direct Investing with superior service around clients’ portfolio performance, with specific focus around time weighted vs. money weighted rate of returns.
• Actively and accurately investigate and analyze account activity for impacts to clients’ portfolio performance calculations / attribution. Research transactions (trades, income distributions, etc.) across multiple RBC portfolio management systems to provide issues resolution for internal and external clients.
• Provide guidance to DS branches, IC offices regarding operational policies, procedures and regulatory framework
• Advocate and champion strong Service Level Agreement performance and delivery through ongoing monitoring
• Work closely with SMEs, Project Managers and other Canadian Operations teams as well as IT and business partners to deliver solutions to issues and inquiries

What do you need to succeed?

Must haves:

• Knowledge and understanding of Global Investment Performance Standards (GIPS), particularly Time Weighted vs. Money Weighted Rate of Return
• Strong foundation in RBC WM’s operational and portfolio management systems, Broadridge, ServiceLink, ClientSource, ClientLink, FMC, PACER,PERSYS, etc
• Comfortable with working independently and in group and adhering to committed deliverables in a fast-paced, dynamic work environment.
• Exceptional relationship management and analytical skills. Ability to communicate and partner effectively with Front Office professionals to research and resolve performance related matters.
• Leverage internal and external contacts to address / resolve issues and opportunities.
• Manage multiple project tasks, activities.
• Escalate problems to management as required.
• Ability to present information and data in a structured manner to stakeholders of varying seniority levels across the organization.
• Technical skills required – MS Access, MS Excel, MS PowerPoint at an intermediate to advanced level

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

Analytical Thinking, Communication, Customer Accounts, Customer Relationships, Deliverables Management, External Clients, Investment Performance, Portfolio Management, Portfolio Management Systems, Problem Resolution, Project Tasks, Service Level Agreement (SLA)

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

Mississauga

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-28

Application Deadline:

2026-11-11

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

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.