Operation Specialist Performance Measurement

Royal Bank of Canada; Mississauga; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Total Rewards Program

Flexible Benefits

Leadership Development

Work-Life Balance

Challenging Work

Job summary

Royal Bank of Canada is seeking an Operation Specialist in the Performance Measurement group to analyze client portfolio performance and ensure accurate reporting across multiple RBC systems. The role serves as a central point of contact for business partners on performance-related inquiries.

You will collaborate with the Performance Measurement, Pricing group and IT/Business partners, supporting month-end/quarter-end cycles, and driving data integrity and SLAs across the portfolio.

Qualifications

• Analytical thinking and strong communication skills to research and resolve performance related matters.
• - Knowledge of performance measurement standards including GIPS, especially time-weighted vs money-weighted returns.
• - Familiarity with RBC Wealth Management systems (Broadridge, ServiceLink, ClientSource, ClientLink, FMC, PACER, PERSYS).
• - Ability to partner with Front Office and multiple teams to deliver timely, accurate performance reporting.
• - Strong data interpretation and presentation abilities for stakeholders at various levels.

Responsibilities

• Investigate and understand client accounts and portfolio returns.
• Analyze fluctuations in market value, gains/losses, and rate of return at the security level.
• Work independently and in group to meet deliverables in a fast-paced environment.
• Support month-end and quarter-end workloads with accurate reporting.
• Provide superior service around clients' portfolio performance and performance attribution.
• Research transactions across RBC portfolio systems to resolve issues for internal and external clients.
• Guide DS branches and IC offices on operational policies and regulatory framework.
• Monitor and improve Service Level Agreement performance.
• Collaborate with SMEs, PMs, and IT/business partners 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

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:

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 l