Portfolio Management Assistant
Core
Supporting Investment Counsellors in managing private client portfolios (primarily pooled funds), relationships, and meetings by producing financial plans, rebalancing portfolios, and preparing Investment Policy Statements.
Role type
Portfolio Management Assistant
Builds
Financial plans, client presentation materials, Investment Policy Statements, and action plans for new funds and allocations.
Domain
Wealth Management / Private Banking
Required skills
Financial planning, Tax planning, Portfolio rebalancing, Securities trading, Investment policy statement preparation, Client relationship management, Compliance monitoring, Financial plan drafting
Preferred skills
Tax planning experience, Portfolio management skills, CSC certification
Technologies
RBC proprietary software, MS Office (Word, Excel, PowerPoint)
Responsibilities
Respond to client inquiries and update client files, Prepare meeting materials and attend client meetings, Draft correspondence and client newsletters, Assist with securities trading as directed, Develop and manage marketing lists for business development, Ensure compliance to client mandate and portfolio models
Seniority
Mid-level, client-facing IC