Investment Production Analyst

RBC

Boston (MA)

On-site

USD 60,000 - 105,000

Full time

11 days ago

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Job summary

RBC Boston is seeking an Investment Production Analyst to support business development and client retention by maintaining and automating marketing materials for US institutional, intermediary, and wealth-management clients and consultants.

You will manage projects, source data when automation is not available, create ad hoc PowerPoint presentations with sales and compliance, and use Seismic for content management and data automation, while applying knowledge of US regulatory rules.

Qualifications

Bachelor’s Degree or equivalent experience.
Proficiency in MS Office, especially PowerPoint.
Strong project management and stakeholder management skills.
Experience in financial services marketing or operations.
Proficiency in working with technology and AI to improve processes and productivity.
Great organizational skills and attention to detail within a fast-paced environment with tight deadlines.

Responsibilities

Serve as a project manager for assigned fund and strategy commentaries, pitchbooks, factsheets, product profiles and other existing marketing collateral, completing to a high-quality standard within guidelines and by deadline.
Responsible for sourcing data where data is not automated for marketing materials.
Participate in multiple, simultaneous projects and effectively communicate project status, issues, and resolutions.
Develop and produce ad hoc custom marketing PowerPoint presentations in cooperation with sales and compliance personnel.
Work in Seismic to support content maintenance, content management, data automation, and distribution needs.
Develop understanding of US regulatory rules in industry to support creation and maintenance of materials.
Support process improvement projects and other responsibilities as assigned.

Skills

Project management

Stakeholder management

Attention to detail

Communication skills

Adaptability

Financial services marketing

Education

Bachelor’s Degree or equivalent experience

Tools

MS Office

PowerPoint

Seismic

Job description

Job Description

The Investment Production Analyst is responsible for supporting business development and retention activities through the maintenance and automation of marketing materials promoting investment management capabilities for US institutional, intermediary, and wealth management existing and prospective clients and consultants.

What is the opportunity?

What will you do?

Serve as a project manager for assigned fund and strategy commentaries, pitchbooks, factsheets, product profiles and other existing marketing collateral, completing to a high-quality standard within guidelines and by deadline.
Responsible for sourcing data where data is not automated for marketing materials.
Participate in multiple, simultaneous projects and effectively communicate project status, issues, and resolutions.
Develop and produce ad hoc custom marketing PowerPoint presentations in cooperation with sales and compliance personnel.
Work in Seismic to support content maintenance, content management, data automation, and distribution needs.
Develop understanding of US regulatory rules in industry to support creation and maintenance of materials.
Support process improvement projects and other responsibilities as assigned.

What do you need to succeed?

Must-have

Bachelor’s Degree or equivalent experience
Proficiency in MS Office, especially PowerPoint
Strong project management and stakeholder management skills
Experience in financial services marketing or operations
Proficiency in working with technology and AI to improve processes and productivity
Great organizational skills and attention to detail within a fast-paced environment with tight deadlines

Nice-to-have

Asset management firm experience
Graphic design experience

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 $60,000-$104,500, (Boston), $55,000-$95,000, (Minneapolis), 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

Active Learning, Adaptability, Customer Service, Decision Making, Detail-Oriented, Marketing Materials, Operational Delivery, Process Improvements, Professional Presentation

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.

Additional Job Details

Address

225 FRANKLIN STREET:BOSTON

City

Boston

Country

United States of America

Work hours/week

Employment Type

Full time

Platform

WEALTH MANAGEMENT