Research Associate, Asset Managers, BDCs, and Mortgage REITs

RBC; New York (NY); On-site; USD 100,000 - 160,000; Full time

Job summary

An established industry player is seeking a motivated Research Associate to conduct fundamental analysis in the Asset Management, BDC, and Mortgage REIT sectors. This role involves developing financial models, generating research reports, and supporting client inquiries. You'll thrive in a dynamic and collaborative environment, where your contributions will directly impact client success and community prosperity. Join a forward-thinking team that values growth, innovation, and mutual success, providing you with opportunities to enhance your skills and make a lasting difference in the financial landscape.

Benefits

Competitive Compensation

Bonuses

Flexible Benefits

401(k) with Company-Matching

Health Insurance

Dental Insurance

Vision Insurance

Paid Time-Off

Qualifications

• Undergraduate degree in Business or Mathematics is essential.
• 1-2 years experience in Asset Management or similar sectors preferred.

Responsibilities

• Develop and maintain financial models for companies in the sector.
• Support analysts with research and client queries related to the sector.

Skills

Financial Modeling

Research Skills

Communication Skills

Customer Service

Analytical Skills

Attention to Detail

Time Management

Teamwork

Education

Undergraduate Degree in Business

Undergraduate Degree in Mathematics

Tools

Microsoft Office

Financial Databases

Job description

Job Summary

What is the Opportunity?

Responsible for fundamental analysis of companies in the Asset Management, BDC, and Mortgage REIT sector.

Job Description

What will you do?

• Assist in the development and detailed modeling of company specific financial models
• Coordinate, generate and maintain research reports, presentations and databases
• Provide research support to analyst as required
• Incumbent is in the process of developing core Research Associate skills
• Develop an expertise in the Asset Management, BDC, and Mortgage REIT sector.
• Support and answer client queries as they relate to the sector
• Proactively identify operational risks/ control deficiencies in the business
• Review and comply with Firm Policies applicable to your business activities
• Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly
• Key relationships: internal clients including sales and trading; external clients as required

What do you need to succeed?

• Undergraduate degree or similar qualification with a focus on Business, Mathematics or other quantitative fields
• Licensing Requirements – Series 7, 63, 86 & 87, SIE
• Previous exposure to capital markets or 1-2 years of experience within the Asset Management, BDC, and Mortgage REIT sector a definite asset but not specifically necessary
• Excellent writing and communications skills
• Strong PC skills specifically in Microsoft Office applications and sourcing data from the internet and various technology publications
• Superior customer service focus and attitude for internal and external clients
• Ability to perform under pressure and meet time sensitive deadlines, sometimes for extended periods of time
• Commitment to task and an attention to detail
• Ability to prioritize work and multi-task responsibilities
• Self starter - must be organized and able to work independently
• Good personal skills and the ability to work and coordinate effectively within a team environment

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• 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 building close relationships with clients

The good-faith expected salary range for the above position is $100,000 - $160,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.

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

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

Posted Date: 2025-01-29

Application Deadline:

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.

Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
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.