Associate, Discretionary Investment Solutions

0000050471 RBC Europe Limited; London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services company in London is hiring an Associate for Discretionary Investment Solutions. The role involves providing analytical support for discretionary investments, assisting in portfolio management, and contributing to service design. Candidates must have proficiency in Python/R, Excel, and experience in financial services. The position offers a collaborative environment and opportunities for professional growth.

Benefits

Collaborative environment

Leadership support

Opportunities for impact

Qualifications

• Must have proficiency in Python/R and Excel.
• Experience in financial services is essential.
• High accuracy and strong analytical skills are required.

Responsibilities

• Provide analytical support for client portfolios.
• Participate in the design of the DIM service.
• Collaborate with stakeholders for smooth service integration.

Skills

Proficiency in Python/R

Excel Skills

Strong analytical and quantitative skills

Attention to detail

Experience in financial services

Tools

VBA

Morningstar

Mercer

Job description

Social network you want to login/join with:

Associate, Discretionary Investment Solutions, London

Client: 0000050471 RBC Europe Limited

Location: London, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Reference: b6076e632fd3

Job Views: 6

Posted: 12.08.2025

Expiry Date: 26.09.2025

Job Description

What is the opportunity? The role of Associate, Discretionary Investment Solutions, involves supporting the delivery of the British Isles discretionary investments models, aiding relationship managers, investment counsellors, and portfolio specialists in managing client portfolios. The position also offers analytical and product management support for the Discretionary Investment Management (DIM) service, contributing to its design and implementation to keep it relevant and competitive. RBC expects employees to work in the office from mid-September 2025, with some flexibility for remote work up to 1 day per week.

What will you do?

• Provide analytical support to ensure models reflect the house view and risk parameters.
• Participate in the design and implementation of the DIM service and its digital transformation.
• Collaborate with key stakeholders to ensure a smooth DIM service.
• Support portfolio construction and provide performance data and analysis.
• Assist with client risk profiling tools and related proposals.
• Develop content and collateral for DIM solutions.
• Manage data analytics and large data volumes for management information and projects.
• Support economic and financial research for the British Isles Investment Committee.

What do you need to succeed?

Must-have:

• Proficiency in Python/R and Excel.
• Experience in financial services.
• High accuracy and attention to detail.
• Strong analytical and quantitative skills.
• Excellent Excel and VBA skills.

Nice-to-have:

• Experience in multi-jurisdictional organizations.
• Knowledge of global financial markets and CFA studies.
• Familiarity with third-party software like Morningstar and Mercer.

What is in it for you? RBC offers a collaborative, progressive environment with leadership support, opportunities to work with top professionals, and the chance to make a lasting impact. The team is dynamic and high-performing.

Agency Notice: RBC does not accept agency resumes. Please do not forward resumes to employees or other locations unless previously agreed with RBC. Contact Recruitment for details.

Job Skills: Business Case Design, Communication, Critical Thinking, Effectiveness Measurement, Financial Regulation, Interpersonal Relationship Management, Product Development Lifecycle, Product Development Methodology, Product Services, Results-Oriented, Waterfall Model

Additional Job Details:

• Address: 100 BISHOPSGATE, LONDON
• City: London
• Country: United Kingdom
• Work hours/week: 35
• Employment Type: Full-time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-07-30
• Application Deadline: 2025-08-14

Note: Applications accepted until 11:59 PM the day before the deadline.

Inclusion and Equal Opportunity Employment: RBC promotes an inclusive workplace supporting diversity, respect, and opportunity for all. We foster a culture of belonging and professional growth.

Join our Talent Community: Stay updated on RBC careers, receive job alerts, and learn about our initiatives at jobs.rbc.com.