Institutional Associate, Private Market Alternatives

RBC•Toronto, ON

4d•CA$67,000 - CA$110,000•Onsite

About The Position

RBC Global Asset Management (“RBC GAM”) is a North American-based asset management firm with global scope and industry-leading investment management capabilities. PH&N Institutional is the Canadian institutional business of RBC GAM and is widely considered a thought leader amongst investment consultants and institutional clients alike, based on a long-term track record of delivering exceptional investment solutions and service. As an Institutional Associate you will provide support to the PH&N Institutional team, with a primary focus on private markets including real estate and infrastructure.

Requirements

Bachelor’s or advanced degree; commerce, math/engineering or economics preferred.
Minimum of 3 - 5 years investment / financial services (or related) industry experience.
CFA charter holder, candidate, or willingness to pursue the designation.
Passion for capital markets and a strong desire to learn and impact on client outcomes.
Strong professional written and verbal communication skills.
Superior proficiency with Microsoft Office applications, particularly Excel and PowerPoint.
Ability to prioritize & multi-task, while working in a dynamic office environment 5 days per week.
Collaborative mindset and eagerness to contribute to team success.

Nice To Haves

Active Learning
Adaptability
Critical Thinking
Decision Making
Effectiveness Measurement
Operational Delivery
Process Improvements

Responsibilities

With close alignment to investment teams, develop and maintain a deep knowledge of market conditions and institutional private market investments across your areas of coverage.
Support our interactions with clients, consultants and prospects by creating content for presentations and other forms of client communication.
Contribute to research and creative analysis efforts, including specialized white papers and podcasts, portfolio structuring, product development, risk modelling, and internal & external seminars.
Directly support institutional portfolio managers on client relationships including composition of written market analysis, creating corresponding charts and slides, and managing the production, review, and distribution of periodic client reporting.
Respond to requests for information, manage cash flows, monitor compliance, and structure mandates in support of strategies employed by our institutional clients.
Collaborate with various teams across RBC GAM to facilitate the construction and maintenance of investment management agreements, mandate documents and investment policies.
Work toward developing a level of proficiency in your areas of coverage, with the goal of being seen as a subject matter expert who can represent your capabilities with internal and external parties.