Senior Investment & Portfolio Analyst, Enterprise Decisioning

RBC; Toronto; On-site; CAD 80,000 - 110,000; Full time

Job summary

A prominent banking organization is seeking a Senior Investment & Portfolio Analyst based in Toronto. The role focuses on investment evaluation and portfolio management, requiring strong analytical skills and a finance-related qualification. The successful candidate will work with extensive datasets to identify trends, provide insights for financial decision-making, and prepare professional presentations for leadership.

Qualifications

• Strong ability to work with large datasets and synthesize data points.
• Advanced Excel and data/coding skills required.
• Solid understanding of business performance drivers.

Responsibilities

• Evaluate business case data across a wide range of investments.
• Translate analysis into insights for decision-making.
• Craft professional presentations and communicate findings.

Skills

Accounting

Decision Making

Financial Planning

Financial Reporting

Education

CA, MBA, CFA (or enrollment in CFA program)

Tools

Excel

Python

SQL

Tableau

Job description

Job Summary

Job Description

What is the opportunity?

Are you passionate about investment analysis and what drives investment decisions across a large global organization? Do you enjoy diving deep into data, spotting patterns, and uncovering insights that help leaders make smarter financial decisions?

Join the Enterprise Decisioning team in Finance as an Senior Investment & Portfolio Analyst. This is a high-visibility, enterprise-wide role, where you will support the evaluation of business cases across RBC’s investment portfolio, helping Finance and business leaders understand the performance, risks, and opportunities. The role offers the change to build broad enterprise knowledge, build financial analysis skills and be part of a collaborate, high-performing team that sits at the centre of investment decision-making.

What will you do?

• Evaluate business case data across a wide range of investments.
• Connect the dots across business cases and investments data to identify trends, patterns and areas for deeper analysis.
• Use original thinking to dissect forecasts and financial models, uncovering anomalies or areas of potential.
• Translate your analysis into insights that help shape future investment decisions and performance management.
• Transform complex datasets into visual tools and dashboards for leadership decision-making.
• Identify gaps and partner with business units to improve portfolio tracking and reporting.
• Craft professional presentation in PowerPoint and confidently walk leaders through key findings and detailed analysis.
• Work closely with other Finance and business teams to grow your understanding of performance drivers across the enterprise.
• Anticipate executive questions and provide data-driven answers.

What do you need to succeed?

Must Have

• Strong ability to work with large, complex datasets and synthesize multiple data points into a clear narrative.
• CA, MBA, CFA designation (or enrollment in CFA program) strongly preferred.
• Advanced Excel skills and data/coding (e.g. Python, SQL). Experience in data tools and dashboard creation (e.g. Tableau) an asset.
• Solid understanding of business performance drivers and with influences financial results.
• Able to tell a compelling story with data to a senior audience.
• Proven ability to manage multiple deliverables and meet tight, high-stakes deadlines.
• Delivers polished, executive-ready analysis and presentations with attention to detail and accuracy.
• Comfortable taking feedback, learning on the fly, and operating in a fast-paced evolving environment.
• Self-motived and curious.

Job Skills

Accounting, Decision Making, Financial Planning and Analysis (FP&A), Financial Reporting and Analysis, Results-Oriented

Additional Job Details

Address:

20 KING ST W:TORONTO

City:

TORONTO

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

OFFICE OF THE CFO

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-21

Application Deadline:

2025-08-05

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

Inclusion and Equal Opportunity Employment

At 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.

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