Manager, Portfolio Planning

RBC•Toronto, ON

3d•Onsite

About The Position

We are seeking a Manager, Portfolio Planning on the Strategy and Planning team in Technology & Operations at the Royal Bank of Canada. PBD&DT Operating Office is responsible for delivering critical data insights and operational support that drive strategic decision-making across our portfolio. You will work on Planview/MIS, Portfolio control, SAP report analysis, Tableau reports and contribute to executive and financial reporting. This role offers exposure to end-to-end data workflows, from collection and analysis to executive-ready visualizations, making a tangible impact on how RBC manages its project and vendor ecosystems.

Requirements

Currently enrolled at a Canadian post-secondary institution with a focus on business/finance, data analytics, computer science, or related field
Excellent interpersonal and highly developed communication skills (verbal and written)
Creative and analytical thinker who is self-driven and capable of working in a fast-paced environment
Proficient in MS Office – Word, Outlook, Excel, and PowerPoint

Nice To Haves

Knowledge of Automation Tools, such as Power Automate
Knowledge of BI/Visualization Tools, such as Tableau and Power BI
Experience with Planview or similar project/portfolio management systems
SQL or Python scripting for data manipulation
Experience with financial or vendor management processes
Foundational knowledge of accounting principles and financial management practices

Responsibilities

Support and maintain MIS/Planview system operations and data integrity
Analyze portfolio data to identify trends, assess risks, and optimization opportunities
Reconcile the professional fees in MIS system against vendor invoices to ensure accuracy
Collaborate with finance partners to address inquiries regarding capitalization and impairment
Compile and visualize data for financial reporting, transforming raw data into compelling PowerPoint presentations
Identify and automate repetitive data processes to enhance operational efficiency
Develop dashboards and reports that track key performance indicators and critical business metrics
Execute data validation and quality assurance procedures to maintain accuracy and consistency
Document processes and findings to support knowledge transfer and continuous improvement
Engage with business partners to clarify requirements and ensure analytical accuracy and alignment

Benefits

A comprehensive Total Rewards Program including bonuses and flexible benefits
competitive compensation
commissions
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
A world-class training program in financial services
Flexible work/life balance options
Opportunities to do challenging work