Portfolio Management Assistant

RBC•Halifax, NS

1d•Onsite

About The Position

As a Portfolio Management Assistant with RBC Phillips, Hager & North Investment Counsel Inc., you will be responsible for working with Investment Counsellors on portfolio management work as well as for maintaining up-to-date knowledge on investment solutions as well as tax and financial planning issues. You will draft Investment Policy Statements as well as some client correspondence. A key element is also the preparation of investment review presentations.

Requirements

University degree in related field
Canadian Securities Course (CSC)
CFA Program candidate administered by the CFA Institute
Highly service-oriented with good attention to detail and the ability to work well in a team environment
Advanced proficiency in Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
Bilingualism (English and French) required to serve our clients in the community with English-speaking needs

Nice To Haves

Asset and Liability Management (ALM)
Cash Management
Client Counseling
Competitive Markets
Financial Statement Analysis
Investment Management
Investment Risk
Market Risk
New Challenges
Results-Oriented

Responsibilities

Assist with the modelling, monitoring, and rebalancing of portfolios as well as inputting trades when required
Maintain all administrative functions such as database management, mass mailings, preparation of presentation/meeting materials, correspondence, managing reports, spreadsheets, and completion of special projects
Proactively identify client annual reviews and compile manager review schedules
Ensure compliance with client mandate and portfolio models
Track and manage cash holdings and balances
Provide training/mentorship to new employees as required and back-up to other positions as needed
Responding to various client inquiries