Performance Analyst
Job Summary
Job Description
What is the opportunity?
As an Analyst within the Performance Measurement team you will provide timely and accurate performance and analytics reports to an assigned book of institutional clients. In this role you will regularly perform portfolio reconciliation and analysis as well as rates of return verification.
In support of New Business Initiatives and Client Advisory Services, you will construct reporting solutions for new and existing clients. In addition, the analyst will receive cross-training with the Investment Compliance team and support their reporting deliverables.
What will you do?
- Complete performance and analytics reporting for an assigned client base of pension plans and asset manager products.
- Reconcile portfolio data and communicate with money managers, clients and custody groups to resolve any portfolio discrepancies.
- Escalate, investigate and document discrepancies such as unexplained market value shifts, corporate actions issues and incorrect data fields.
- Manage workload to ensure timeliness of collection and processing of data and printing of reports.
- Investigate and solve issues regarding the calculated rates of return.
- Action ad-hoc research/reports and special assignments as requested
- Support the Investment Compliance team with their daily, monthly, and quarterly reporting
Must-have
- Minimum of 3 years back office experience within the investment industry
- Minimum of 2 years financial reporting/accounting custody experience
- Enrolled to challenge CFA level 1 at a minimum
Nice-to-have
- Successful completion of CIPM / CFA level 1
- University degree (Finance or Business)
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.
- Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
- Opportunity to obtain hands-on experience throughout your role
- Working with an exciting, close-knit, supportive & dynamic group
- Opportunity to collaborate with other business segments within the bank
- Excellent career development and progression opportunities
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
Job Skills
Active Learning, Adaptability, Analytical Reports, Critical Thinking, Customer Service, Deliverables Management, Financial Reporting and Analysis, Operational Delivery, Process Improvements, Reporting SolutionsAdditional Job Details
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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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