Institutional Analyst

What is the opportunity?

• Join our growing Global Asset Management (GAM) team at RBC! We are seeking an Institutional Portfolio Analyst who will be focused on equities.
• Reporting up through the RBC GAM US Distribution channel but working in very close proximity to the equity investment teams, this role will initially be internally focused supporting the senior equity Institutional Portfolio Managers (IPMs), but with potential to grow into an external client-facing investment specialist role over time.
• The successful candidate will support the efforts and approach to positioning our equity capabilities with institutional investors and support our Distribution teams for successful engagement with clients, consultants and prospects.
• They will also support the investment team to leverage key messaging into the institutional sales and client solutions teams. Collaborating with and supporting colleagues in similar roles on other teams and in other regions is an essential ingredient in executing on the responsibilities of this position.

What will you do?

• Develop an extensive understanding of the equities asset class including current views of the investment team, performance, positioning changes and underlying portfolio trends. This should be made possible by close interaction with the investment teams you support and broad participation in daily activities of the investment teams.
• Work with the Production team to develop and maintain high quality presentation material for use in client and prospect meetings with timely updates to market events, portfolio strategy and performance
• Support the senior equity IPMs in responding to RFPs by developing high quality responses to typical RFP questions and provide input into solution design and pricing.
• Write high quality monthly and quarterly equity commentaries and contribute to other ad hoc thought leadership pieces in conjunction with the Investment and Marketing teams.
• Contribute to ongoing training sessions for the Distribution team on our suite of equity strategies including team structure, investment philosophy and process, peer-relative performance as well as key differentiating features of our team and strategy etc.
• Support the IPMs and client-facing teams in the preparation for client, consultant and prospect meetings as needed with the goal to reduce or eliminate need for direct support from the investment management team. Coordinate with other IPMs to build efficiencies into the process of supporting the Distribution teams.
• Work with the Marketing team to inform activities to increase market recognition for the capability and lead portfolio managers, including conferences, events, webinars etc.
• Work with the Product team to maintain timely information on competing organizations and strategies, as well as investor trends that impact our activities and potential future product requirements.
• Act as a conduit of knowledge and information flow between the investment desks and distribution/client-facing teams; serve as the primary point of contact who leads on responding to client and prospect queries for market and portfolio level data for our equity investment strategies.
• Work collaboratively with the Sales Analysts in preparation for portfolio manager road shows as well as ongoing monitoring of meeting activity and pipeline reporting.
• Work on projects as needed internally specifically to increase the effectiveness, efficiencies and consistency of the service we provide to clients.

What do you need to succeed?

The Institutional Portfolio Analyst – Equities must display a highly professional manner and work effectively as part of a global team with key stakeholders spread across multiple offices and time zones. The ideal candidate will possess exceptional communication and interpersonal skills, organizational qualities, and attention to detail.

Must-have

• Bachelor’s degree required with at least 1-3 years of institutional investment experience
• Good understanding of the investment management industry and in particular the equity asset class
• Proficient computer skills with specific experience utilizing Microsoft Office (Excel, Word and PowerPoint) and keen interest to learn how to use proprietary in-house systems.
• CFA / CAIA designations or willing to work towards strongly preferred
• Strong investment writing skills; ability to summarise and simplify more complex concepts (eg performance attribution) in a digestible client-friendly manner.
• Strong time management and organizational skills with the ability to well under pressure and manage and multiple deadlines from different stakeholders.
• Effective problem-solver with strong analytical and resolution skills
• Critical thinking skills to help identify and improve process inefficiencies.
• A collaborative team player with a positive “can-do” attitude who is both proactive and forward-thinking.
• Ability to thrive in a fast-paced office environment
• Willingness to travel to other RBC GAM offices as required.

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

Critical Thinking, Detail-Oriented, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Information Capture, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments Analysis

Additional Job Details

225 FRANKLIN STREET:BOSTONBostonUnited States of America40Full timeWEALTH MANAGEMENTRegularSalaried2025-09-19

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.