Senior Equity Portfolio Strategist – Growth Focus

RBC Capital Markets, LLC; Minneapolis (MN); On-site; USD 90,000 - 160,000; Full time

Job summary

RBC Capital Markets, LLC in Minneapolis seeks a Senior Portfolio Advisor to join the U.S. Equities team. You will manage the Guided Portfolio: All Cap Growth and provide thought leadership to RBC advisors on equity securities.

Ideal candidates have 10+ years in financial services with 5-7 years in portfolio management or equity research, and hold an MBA and CFA or are pursuing one. Licensing (Series 7 and 66) is required or obtainable within 180 days.

Qualifications

• Professional experience investing in growth stocks.
• Strong knowledge of capital markets and the global economy.
• Ability to collaborate with team members and manage a model portfolio.

Responsibilities

• Collaborate as an Investment Committee member on Guided Portfolio All Cap Growth.
• Conduct in-depth research on individual companies and form investment ideas.
• Process research and publish independent investment opinions with risk considerations.
• Provide proactive client service and thought leadership to RBC advisors.

Skills

Growth stocks research

Portfolio management

Investment industry knowledge

Team collaboration

Education

MBA and CFA designation

Tools

Morningstar

FactSet

Bloomberg

Job description

RBC Capital Markets, LLC in Minneapolis seeks a Senior Portfolio Advisor to join the U.S. Equities team. You will manage the Guided Portfolio: All Cap Growth and provide thought leadership to RBC advisors on equity securities.

Ideal candidates have 10+ years in financial services with 5-7 years in portfolio management or equity research, and hold an MBA and CFA or are pursuing one. Licensing (Series 7 and 66) is required or obtainable within 180 days.