Job Summary
Job Description
What is the opportunity?
Join RBC Global Asset Management (GAM), a growing global asset management firm that offers investment capabilities to create customized client solutions through specialized investment teams supported by global resources.
As an Investment Policy Analyst with GAM, you will assess, interpret, implement, monitor client investment policies and ensure operational effectiveness.
Since GAM is part of Royal Bank of Canada (RBC), you will also have the benefit of working for a large, secure company with competitive benefits.
What will you do?
- Read and interpret investment policy statement (IPS) requirements, statutes, and laws; annotate IPS statements and translate into Charles River Investment Management System (CRD) or manual testing process.
- Write tests in CRD ensuring rule construction are complete & accurate and adhere to quality review process.
- Monitor and research policy alerts generated in CRD during pre-trade, post-trade, and batch compliance
- Work with internal teams, including client service, investment team, operations, compliance and legal to ensure open questions and issues are resolved.
- Assist portfolio managers with trade issues relating to compliance issues, data exceptions, or processes.
What do you need to succeed?
Must-have
- Bachelor’s Degree in Finance or Business related discipline
- Ability to help streamline processes to improve efficiencies
- Excellent attention to detail and the ability to work in a fast paced environment.
- Intermediate understanding of investing and financial securities.
Nice-to-have
- Experience with an order management system (Charles River Investment Management System (IMS) preferred)
- Familiar with post / pre-trade monitoring of investment guidelines and relevant portfolio exposures using the Charles River IMS.
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.
We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and 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
Job Skills
Active Learning, Adaptability, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Investment Management, Investment Management Systems, Investments, Operational Delivery, Process Improvements
Additional Job Details
Address :
250 NICOLLET MALL : MINNEAPOLIS
City : Minneapolis
Minneapolis
Country :
United States of America
Work hours / week : Employment Type :
Employment Type : Full time
Full time
Platform : WEALTH MANAGEMENT
WEALTH MANAGEMENT
Job Type : Regular
Regular
Pay Type : Salaried
Salaried
Posted Date : 2024-10-15
2024-10-15
Application Deadline :
I nclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.
We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com .
Investment Policy Analyst
As an Investment Policy Analyst with GAM, you will assess, interpret, implement, monitor client investment policies and ensure operational effectiveness. Read and interpret investment policy statement (IPS) requirements, statutes, and laws; annotate IPS statements and translate into Charles River In...
Program Analyst
A company is looking for a Program Analyst to support the Grid Deployment Office within the Department of Energy. ...
Business Systems Analyst I or II - Service Development (Hybrid)
Business Systems Analyst I (BSA 1) or. Business Systems Analyst II (BSA 2). Gather and document business requirements to support the development of applications, data sets, and technical procedures. Skills in business intelligence report design and implementation. ...
Risk Analyst
The Risk Analyst will work within the Risk Department to support the bank’s BSA and Risk Management functions, while providing additional support to the Chief Risk Officer to execute and administer various programs throughout the bank. Partner with business units and provides operational risk ...
Investment Banking/M&A Analyst
As an Analyst for the SealedBid team, you will work on engagements with lower mid-market companies in the Upper Midwest. ...
Sr. Clinical Research Associate
Clinical Research Associate will ensure that clinical centers perform the clinical study according to the study protocol and regulatory standards by qualifying, training, monitoring and overseeing study conduct at multiple clinical centers. Previous experience in clinical research (minimum 8 years r...
Data & Analytics Business Analyst
This engaging role is part of a newly centralized Data and Analytics team at Second Harvest Heartland (SHH) and will serve as the primary analyst for the Development and Volunteer Engagement Departments. You will partner with like-minded analysts to innovate, transform, and advance data intelligence...
Business Analyst - 5469960
In addition to delivering innovative solutions for Accenture's clients, you will work with a highly skilled, diverse network of people across Accenture businesses who are using the latest emerging technologies to address today's biggest business challenges. As a Business Analyst, you will be respons...
Analyst - MedSurg Commit Program
You will work closely with internal and external stakeholders, as well as other analysts to provide a combination of analytical expertise, project management, and contracting support. ...
Product Business Analyst - Data
Experience: 3 years in a Business Analyst or Product Analyst role. Deluxe is hiring for our Product Business Analyst role. The Product Business Analyst supports the Data team in day-to-day execution, liaising with the Product Development team as needed. Support Product Management as a liaison with P...