Associate Portfolio Manager.

What is the opportunity?

The Associate Portfolio Manager will support RBC Dominion Securities' investment advisors in their delivery of customized investment strategies to clients.

What will you do?
• Design and implement multi asset class discretionary portfolios
• Analyze financial market trends and economic conditions by reviewing a high volume of research, news, reports and other investment publications to inform the following tasks:
o Closely monitor investment strategies and their individual components to recommend tactical allocation opportunities and changes to long term investment strategies
o Write timely and relevant client friendly investment commentary and portfolio analysis
o Prepare and deliver client portfolio reviews
• Monitor the firm’s investment universe, including individual stocks, bonds, managed portfolios, mutual funds and ETFs and recommend suitable investments to include in client portfolios
• Monitor book of client portfolios to for adherence to the agreed strategy
• Execute securities trades in live-to-market environment
• Build and present portfolio proposals to prospective clients
• Develop relationships with the firm’s portfolio management support resources globally

What do you need to succeed?
Must Have
• University Degree in a related field
• An internationally recognized investment management professional designation such as Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA)
• Minimum 5 years investment management experience
• Minimum 7 years investment industry experience
• Demonstrated presentation skills, both written and oral
• An analytical mind, intellectual curiosity, a team-first attitude, exceptional communications skills and an ability to thrive in a fast-paced environment

Nice to Have
• Experience delivering investment solutions working with a client facing, live-to-market discretionary portfolio manager, preferably with high-net-worth clients.
• Marketing/sales background

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.
• Compensation for this role is a base salary and bonus plan
• 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
• Opportunity to work with a successful team
• Opportunities to do challenging work