Job Description
RBC Global Asset Management - Adviser Channel Sales Analyst
RBC Global Asset Management (RBC GAM) is the asset management division of Royal Bank of Canada (RBC). RBC GAM is a provider of global investment management services and solutions to institutional, high-net-worth and individual investors through separate accounts, pooled funds, mutual funds, hedge funds, exchange-traded funds and specialty investment strategies. RBC Funds, BlueBay Funds, PH&N Funds and RBC ETFs are offered by RBC Global Asset Management Inc. (RBC GAM Inc.) and distributed through authorized dealers in Canada. The RBC GAM group of companies, which includes RBC GAM Inc. (including PH&N Institutional) and RBC Indigo Asset Management Inc., manage approximately $680 billion in assets and have approximately 1,600 employees located across Canada, the United States, Europe and Asia.
Does the Global Asset Management segment interest you? If yes, then be sure to check out the co-op opportunity below!
What is the opportunity?
As a member of the Sales Technology & Analytics (ST&A) team, the primary purpose of the role is to provide support to the Advisor Channel Sales (ACS) Management Team, a national team of wholesalers, and inside business development managers whose mandate is to promote and support the sale of RBC Global Asset Management mutual funds to Canadian Investment Advisors.
What will you do?
Sort through the daily sales alerts, identifying uncategorized transactions and following a multi-step search process to attach rep codes to their appropriate investment advisor. A metrics report will be completed at the end of each month to record progress.
A focus is placed on advisor prospecting. The student will complete a variety of routine tasks, utilizing tools such as Excel and SQL, to find and communicate new advisors to the national sales team as well as produce reports analyzing prospecting progress.
Students are strongly encouraged to create new tools to improve efficiencies in existing processes. Students are also encouraged to go beyond existing processes and create entirely new reporting processes and data analytics if an opportunity to do so is found.
Run and format a variety of standard and ad hoc reports from the CRM system to support the Relationship Liaison Team and the ACS Management Team.
Participate in event planning and pre-event reporting for ACS events and conferences.
Lead “data hygiene” effort in on our CRM system to ensure accurate quality data.
A focus is also placed on tracking the success of various sales initiatives. The students will create Excel reports that analyze the progress of our sales initiatives and the net benefits.
As the nature of the ST&A team involves constantly working on ways to improve the way business is done, there are various opportunities for students to get involved in unique projects, such as the integration of new software.
Administrative tasks as required.
What do you need to succeed?
Technical
Excellent computer literacy, particularly with the Microsoft Office Suite, and an ability to learn new programs (i.e. Salesforce, Tableau, SharePoint).
Specific to Microsoft Excel skills, candidates must have the ability and knowledge to:
Create and update pivot tables.
Manipulate, organize and retrieve data through the use of formulas and logic functions (particularly vlookups).
Utilize the 'Sort' and 'Filter' functions to efficiently organize large files of data.
Create and manipulate macros to improve the efficiency of reporting.
Format data appropriately into list, chart, or graph forms.
Knowledge of VBA & SQL is an asset although not required (Nice to have).
Financial
Basic knowledge of the Canadian Securities Industry and regulatory environment.
An understanding of the fundamental types of mutual funds and their structures. (Nice to have)
An interest in Investment Management.
Soft
Ability to quickly solve a problem while analyzing and interpreting data.
Keen attention to detail.
Strong communication and interpersonal skills.
Comfortable working both independently and as a part of a group.
Excellent time management skills and experience in multi-tasking.
Ability to work efficiently in a fast-paced environment, under various time restrictions.
Please note:
In order to be eligible for these student positions, you must either:
Be returning back to school after the work term end-date; or
If you are not returning back to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component in order to graduate successfully
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.
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
A world-class training program in financial service
Job Skills
Additional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
Application Deadline:
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.
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.