Analyst, Central Funding Group Sales

RBC; New York (NY); On-site; USD 99,000 - 121,000; Full time

Job summary

RBC is seeking an Analyst in the Central Funding Group Sales in New York to service CFG clients and counterparties, process orders, respond to inquiries, and support deal amendments while ensuring portfolio concentration compliance. You will interact with due diligence, documentation, and trading teams and participate in audits.

The role requires a finance-related degree, entry-level or internship experience in financial services, and FINRA Series 7 and 63 registrations.

Qualifications

• Entry-level or internship experience within financial services.
• FINRA registration: Series 7 and 63

Responsibilities

• Service CFG clients/counterparties through taking orders and answering daily inquiries regarding portfolios, pending trades, loans due diligence requests, website reporting, and deal amendments.
• Ongoing assessment of portfolio composition to ensure that client/counterparty portfolios are in compliance with CFGs position concentration policies and risk limits.
• Facilitate communication between all internal groups of CFG, particularly due diligence, documentation and trading book running.
• Coordinate and review Audit and other requests from clients/ counterparties.
• Work on projects related to client/counterparty servicing that arise from time to time.
• Proactively identify operational risks and control deficiencies in the business
• Ensure that you understand and comply with the relevant policies and procedures that apply to you
• Escalate operational risk loss events, control deficiencies and other risks that you identify to your line manager and the relevant risk and control functions
• Work with our AI partners to automate processes, reporting, and other tasks

Skills

Strong mathematical skills

Strong communication skills

Attention to detail

Teamwork

Education

B.S./ B.A. in marketing, finance, or economics

Tools

Excel

Programming

AI

Job description

Job Description

What is the opportunity?

Analyst, Central Funding Group Sales

About the team:

Integral to supporting CFG (Central Funding Group) is the ability to effectively communicate and sell our products on an ongoing basis to clients and their support personnel. Central Funding plays an integral role in delivering best-in-class solutions to RBC’s clients, and introducing them to the larger firm.

What will you do?

• Service CFG clients/counterparties through taking orders and answering daily inquiries regarding portfolios, pending trades, loans due diligence requests, website reporting, and deal amendments;
• Ongoing assessment of portfolio composition to ensure that client/counterparty portfolios are in compliance with CFGs position concentration policies and risk limits;
• Facilitate communication between all internal groups of CFG, particularly due diligence, documentation and trading book running;
• Coordinate and review Audit and other requests from clients/ counterparties;
• Work on projects related to client/counterparty servicing that arise from time to time.
• Proactively identify operational risks and control deficiencies in the business
• Ensure that you understand and comply with the relevant policies and procedures that apply to you
• Escalate operational risk loss events, control deficiencies and other risks that you identify to your line manager and the relevant risk and control functions
• Work with our AI partners to automate processes, reporting, and other tasks

What do you need to succeed?

• B.S./ B.A. in marking, finance, economics (preferred)
• Entry level or internship experience within financial services
• FINRA registration: Series 7 and 63
• Strong mathematical skills and technical acumen
• Strong communication skills and ability to navigate complex interactions with teammates and stakeholders
• Experience with Excel, Programming, AI

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 include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• 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.
• Opportunities to do challenging work.
• Opportunities to build close relationships with clients.

The expected salary range for this particular position is $110,000 depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

• Drives RBC’s high-performance culture
• Enables collective achievement of our strategic goals
• Generates sustainable shareholder returns and above market shareholder value

Job Skills

Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Personal Initiative, Teamwork

Additional Job Details

Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK

City: New York

Country: United States of America

Work hours/week: 40

Employment Type: Full time

Platform: CAPITAL MARKETS

Job Type: Regular

Pay Type: Salaried

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.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com