Senior Analyst, Investment Policy

RBC

Toronto

On-site

CAD 67,000 - 110,000

Full time

7 days ago

Be an early applicant

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Bonuses and flexible benefits

Stock options

Career development support

Job summary

RBC is seeking an experienced Senior Analyst, Investment Policy to lead project execution on performance, portfolio management, compliance monitoring, and trading initiatives at RBC Global Asset Management (RBC GAM).

You will drive process improvements, maintain risk monitoring, and support development of investment solutions across institutional and wealth management offerings. Strong collaboration with IT, front office, and audits is essential.

Qualifications

Bachelor's degree in Finance, Economics, Mathematics, Engineering, or related field.
3–5 years in investment management or related area.
Strong proficiency with Word, Excel, PowerPoint, and Access.
Excellent verbal and written communication.
Solid understanding of markets, instruments, and regulation.
Experience with investment policy frameworks and risk monitoring.

Responsibilities

Monitor compliance breaches and report via the Trade Order Management System.
Prepare daily breach reports, monthly Investment Mandate Review reports, and other compliance reports.
Collaborate with IT to automate data feeds and reduce data gaps.
Lead or support automation projects in Investment Policy.
Contribute to investment policy statements for funds and accounts.
Develop and test investment models for new solutions.
Back-test proposed strategies and assess client impact.

Skills

Analytical skills

Problem solving

Attention to detail

Advanced MS Office

Cross-functional collaboration

Good communication

Regulatory knowledge

Education

Bachelor's degree in Finance/Economics/Mathematics/Engineering

Tools

Morningstar

eVestment

Bloomberg

Trade Order Management Systems

Job description

What is the opportunity?

RBC is seeking an experienced Senior Analyst, Investment Policy. This role combines analytical expertise with cross-functional collaboration to lead project execution on performance, portfolio management, compliance monitoring, and trading initiatives at RBC Global Asset Management (RBC GAM). The successful candidate will drive process improvements, maintain portfolio risk monitoring practices, and support the development and enhancement of investment solutions across our institutional and wealth management offerings.

Job Description

What will you do?

Monitor and report compliance breaches generated from Trade Order Management System to ensure funds are managed in accordance with investment guidelines and regulatory rules
Prepare daily breach reports, monthly Investment Mandate Review reports, and various compliance reports
Collaborate with IT and support groups on automation of data feeds to reduce data exceptions and address data gaps
Lead/Support process and data flow automation initiatives in the Investment Policy area
Participate in investment policy statement development for funds and segregated accounts
Develop and test investment models to assist with new investment solutions development process
Conduct back-testing of proposed investment strategies and leverage investment expertise to benefit clients
Monitor trading activity, including best execution monitoring, exception reporting analysis, and post-trade P&L threshold reviews
Conduct annual reviews and screen/approve instruments in compliance with applicable policies
Act as liaison with RBC GAM IT team for developing and implementing new applications and system enhancements
Provide support for internal and external audits and ad-hoc requests from Legal, Compliance, and other GAM teams
Engage in various front office projects as required

What do you need to succeed?

Must-have

Bachelor's degree in Finance, Economics, Mathematics, Engineering, or related field
Minimum 3–5 years of experience in investment management, portfolio analytics, or a related field
Advanced knowledge of Word, Excel, PowerPoint, and/or Access database
Strong problem-solving, analytical skills and attention to detail
Excellent oral and written communication skills
Strong knowledge of regional and local financial markets, economic disciplines, and regulation
In-depth knowledge of investment industry products and services
Proficiency with Morningstar, eVestment, Bloomberg, and Trade Order Management Systems (e.g., Charles River Development)
Demonstrated experience with compliance systems, risk monitoring, and investment policy frameworks
Strong track record of cross-functional collaboration and project delivery

Nice-to-have

CFA designation or progress toward CFA
Proficiency in programming languages (SQL, R, Python, MATLAB, etc.)
Familiarity with derivatives instruments (IRS, CDS/CDX, FX) and their trade workflows
Experience managing multiple complex projects simultaneously under demanding deadlines

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 and geographies

Job Skills

Critical Thinking, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Investment Banking, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments Analysis

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

2026-08-12

Application Deadline

2026-08-27

Note:

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

Pay Range

The expected pay range for this position is:

$67,000.00 - $110,000.00

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.

Get your free, confidential resume review.

or drag and drop your file here.