Associate, Portfolio Planning & Analysis

RBC•Toronto, ON

1d•CA$67,000 - CA$110,000•Onsite

About The Position

Are you energized by solving complex business problems and connecting the dots across organizational domains? Join RBC Investor Services' Transformation Office as a strategic partner to senior stakeholders and business leaders. In this role, you'll be the critical link between Project financials, execution, and decision-making - translating data into actionable insights that shape how we invest in our future. You'll work directly with the Director, Transformation to provide real-time visibility into our strategic project portfolio, enabling leadership to make informed decisions on spend prioritization and resource allocation. This is a high-impact role, where your analysis drives board-level conversations and influences strategic direction. You will partner with a variety of internal stakeholders to provide comprehensive reporting on the project portfolio – where we spend, why and associated benefit and risk profiles.

Requirements

Undergraduate degree in business or commerce
3+ years’ experience in investment banking, business strategy, advisory, corporate accounting, FP&A or similar roles
Strong proficiency in PowerPoint, Excel, Word and Outlook
Experience in preparing materials and presentations for executive audiences
Experience synthesizing data from multiple sources into clear, articulate analyses and / or presentations
Ability to effectively manage competing timelines and priorities for multiple teams

Nice To Haves

Exposure to project management, portfolio management, or transformation initiatives
Experience working in matrix or ambiguous organizational environments
Familiarity with project governance frameworks or strategic planning methodologies

Responsibilities

Drive Strategic Insights: Synthesize financial data, project status, and market dynamics into compelling analyses that influence executive decision-making and board presentations
Tell the Portfolio Story: Partner with finance, project teams, and business leaders to build comprehensive reporting on where we spend, why, and the benefits and risks tied to each investment
Champion Process Improvement: Identify and lead initiatives to strengthen our project financial governance, reporting systems, and decision frameworks
Build Trust Across Organizations: Act as the objective voice in strategic discussions, assessing projects independently and serving as an escalation point for governance questions
Thrive in Ambiguity: Navigate competing priorities, emerging challenges, and complex stakeholder landscapes - you'll be the "glue" connecting disparate teams and information sources into cohesive process
Help promote a culture of integrity by promoting open, honest and transparent dealing in the day-to-day management of projects financials, working with the team to act as an escalation point, as appropriate