Senior Analyst, Investment Policy

RBC•Toronto, ON

1d•CA$67,000 - CA$110,000•Onsite

About The Position

RBC is seeking an experienced Senior Analyst, Investment Policy. This role combines analytical expertise with cross-functional collaboration to lead project execution on performance, portfolio management, compliance monitoring, and trading initiatives at RBC Global Asset Management (RBC GAM). The successful candidate will drive process improvements, maintain portfolio risk monitoring practices, and support the development and enhancement of investment solutions across our institutional and wealth management offerings.

Requirements

Bachelor's degree in Finance, Economics, Mathematics, Engineering, or related field
Minimum 3–5 years of experience in investment management, portfolio analytics, or a related field
Advanced knowledge of Word, Excel, PowerPoint, and/or Access database
Strong problem-solving, analytical skills and attention to detail
Excellent oral and written communication skills
Strong knowledge of regional and local financial markets, economic disciplines, and regulation
In-depth knowledge of investment industry products and services
Proficiency with Morningstar, eVestment, Bloomberg, and Trade Order Management Systems (e.g., Charles River Development)
Demonstrated experience with compliance systems, risk monitoring, and investment policy frameworks
Strong track record of cross-functional collaboration and project delivery

Nice To Haves

CFA designation or progress toward CFA
Proficiency in programming languages (SQL, R, Python, MATLAB, etc.)
Familiarity with derivatives instruments (IRS, CDS/CDX, FX) and their trade workflows
Experience managing multiple complex projects simultaneously under demanding deadlines

Responsibilities

Monitor and report compliance breaches generated from Trade Order Management System to ensure funds are managed in accordance with investment guidelines and regulatory rules
Prepare daily breach reports, monthly Investment Mandate Review reports, and various compliance reports
Collaborate with IT and support groups on automation of data feeds to reduce data exceptions and address data gaps
Lead/Support process and data flow automation initiatives in the Investment Policy area
Participate in investment policy statement development for funds and segregated accounts
Develop and test investment models to assist with new investment solutions development process
Conduct back-testing of proposed investment strategies and leverage investment expertise to benefit clients
Monitor trading activity, including best execution monitoring, exception reporting analysis, and post-trade P&L threshold reviews
Conduct annual reviews and screen/approve instruments in compliance with applicable policies
Act as liaison with RBC GAM IT team for developing and implementing new applications and system enhancements
Provide support for internal and external audits and ad-hoc requests from Legal, Compliance, and other GAM teams
Engage in various front office projects as required

Benefits

bonuses
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
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies