Job Summary
What is the opportunity? Join RBC Global Asset Management (GAM), a growing global asset management firm that offers investment capabilities to create customized client solutions through specialized investment teams supported by global resources. As an Investment Policy Analyst with GAM, you will assess, interpret, implement, monitor client investment policies and ensure operational effectiveness.
Since GAM is part of Royal Bank of Canada (RBC), you will also have the benefit of working for a large, secure company with competitive benefits.
What will you do?
- Read and interpret investment policy statement (IPS) requirements, statutes, and laws; annotate IPS statements and translate into Charles River Investment Management System (CRD) or manual testing process.
- Write tests in CRD ensuring rule construction is complete & accurate and adheres to quality review process.
- Monitor and research policy alerts generated in CRD during pre-trade, post-trade, and batch compliance.
- Work with internal teams, including client service, investment team, operations, compliance, and legal to ensure open questions and issues are resolved.
- Assist portfolio managers with trade issues relating to compliance issues, data exceptions, or processes.
What do you need to succeed?
Must-have:
- Bachelor’s Degree in Finance or Business related discipline
- Ability to help streamline processes to improve efficiencies
- Excellent attention to detail and the ability to work in a fast-paced environment
- Intermediate understanding of investing and financial securities
Nice-to-have:
- Experience with an order management system (Charles River Investment Management System (IMS) preferred)
- Familiar with post/pre-trade monitoring of investment guidelines and relevant portfolio exposures using the Charles River IMS.
What’s in it for you?
- 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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills: Active Learning, Adaptability, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Investment Management, Investment Management Systems, Investments, Operational Delivery, Process Improvements
Additional Job Details:
- Address: 250 Nicollet Mall, Minneapolis
- City: Minneapolis
- Country: United States of America
- Work hours/week: 40
- Employment Type: Full time
- Platform: WEALTH MANAGEMENT
- Job Type: Regular
- Pay Type: Salaried
- Posted Date: 2024-10-15
- Application Deadline: TBD
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients, and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities.
Please let us know if you need any accommodations during the recruitment process.
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