Portfolio Strategy Analyst, Managed Portfolios

Royal Bank of Canada; Minneapolis (MN); Vor Ort; USD 70.000 - 130.000; Vollzeit

Benefits dieser Stelle

401(k) with company-matching

Health, dental, vision, life, and AD&D

Paid time off

Zusammenfassung

Royal Bank of Canada in Minneapolis seeks a Portfolio Analyst for our Managed Portfolio Strategies team. You will support onboarding, training, and marketing efforts, advising on asset allocation and portfolio construction for affluent clients.

You will collaborate with internal teams, produce thought leadership, and participate in meetings to advance RBC's advisory offerings. A finance-focused background and licenses enable you to contribute across UHNW client needs.

Qualifikationen

• Bachelor’s degree in Finance, Economics, or Business.
• Minimum of 3 years financial industry experience.
• FINRA Series 7 and 66 licenses (or 63 and 65) within 180 days.
• In-depth knowledge of ETFs, mutual funds and managed accounts.
• Knowledge of asset allocation, portfolio construction, risk/return analytics, performance measurement and reporting.
• Strong written and oral communication skills, including presentation skills.

Aufgaben

• Support onboarding and transition analysis for recently recruited financial advisors.
• Assess managed assets and map to RBC investment strategies and models.
• Collaborate with Advisor Recruiting and Advisory Programs to develop analysis frameworks.
• Assist with servicing Ultra High Net Worth cases; coordinate with wealth strategists.
• Provide guidance on investment strategy, asset allocation, product selection, and portfolio construction.
• Create thought leadership on industry trends and portfolio construction ideas.
• Participate in conferences, calls, and meetings with RBC financial advisors and clients.

Kenntnisse

Communication skills

Presentation skills

Analytical thinking

Asset allocation

Portfolio construction

Risk analytics

Performance reporting

Teamwork

Ausbildung

Bachelor’s degree in Finance, Economics, or Business

Tools

FINRA Series 7 and 66

Jobbeschreibung

Royal Bank of Canada in Minneapolis seeks a Portfolio Analyst for our Managed Portfolio Strategies team. You will support onboarding, training, and marketing efforts, advising on asset allocation and portfolio construction for affluent clients.

You will collaborate with internal teams, produce thought leadership, and participate in meetings to advance RBC's advisory offerings. A finance-focused background and licenses enable you to contribute across UHNW client needs.