Senior Alternatives Investment Strategist — Wealth Management

RBC; Chicago (IL); Presencial; USD 99 000 - 176 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) matching

Health insurance

Paid time off

Resumo da oferta

RBC is seeking an Alternatives Investment Strategist for RBC US Wealth Management to support the Portfolio Advisory Group. You will develop, coordinate, and execute our alternatives agenda, empowering financial advisors with market views and portfolio positioning across alternative assets.

You will collaborate with multiple teams, publish market insights, and help UHNW clients optimize their portfolios. The role requires deep experience in asset allocation, risk analytics, and communication with

Qualificações

• Bachelor’s degree in Finance or Economics is required.
• 10+ years’ financial industry experience and 5+ years as an investment strategist.
• Series 7 & 66 licenses or ability to obtain within 180 days.
• Experience working with financial advisors and knowledge of complex investments.
• Strong wealth management and investment products expertise.

Responsabilidades

• Draft internal and external publications about the alternatives market.
• Organize and participate in webcasts on alternatives topics and market outlook.
• Collaborate with Marketing to support campaigns and website content.
• Format market views with the U.S. Investment Committee and Global Portfolio Advisory Committee.
• Review client portfolios for UHNW clients with focus on alternatives.
• Develop and implement a proactive relationship management model.
• Stay current on emerging trends to inform investment recommendations.
• Create an actionable investment framework for alternative assets.
• Communicate cross-asset views and economic perspectives to clients via presentations and publications.
• Relate market developments to portfolio positioning for clients.

Conhecimentos

Alternative Investments

Investment Management

Capital Markets

Manager Research

Professional Presentation

Communication

Collaboration

Economic Analysis

Effective Written Communication

Taking Ownership

Teamwork

Building Trust

Client Service

Critical Thinking

Active Learning

Formação académica

Bachelor’s degree in Finance or Economics

Series 7 & 66 licenses

CFA®, CAIA®, or CFP® designation or working to obtain

Descrição da oferta de emprego

RBC is seeking an Alternatives Investment Strategist for RBC US Wealth Management to support the Portfolio Advisory Group. You will develop, coordinate, and execute our alternatives agenda, empowering financial advisors with market views and portfolio positioning across alternative assets.

You will collaborate with multiple teams, publish market insights, and help UHNW clients optimize their portfolios. The role requires deep experience in asset allocation, risk analytics, and communication with