Product Due Diligence Analyst
Core
Conduct research, analysis, and due diligence on investment products (mutual funds, ETFs, CEFs, 529 plans) to evaluate them for inclusion or removal from RBC platforms, directly influencing investment advice quality.
Role type
Product Due Diligence Analyst
Builds
Investment product platforms for RBC US Wealth Management advisors
Domain
Financial Services / Investment Management
Deliverable
product features
Required skills
Investment research, quantitative analysis, regulatory compliance knowledge, platform suitability assessment, data gathering from multiple sources, strategic project execution
Preferred skills
CFA designation, Securities licenses (Series 7, 63, 65, 66), VBA programming, portfolio management concepts
Technologies
Proprietary and external tools and systems
Responsibilities
Conduct qualitative and quantitative analysis on firm structure, portfolio management, and performance; Identify competitive landscape trends; Recommend product inclusion/removal and communicate rationale; Represent product team in meetings with asset managers and stakeholders; Execute strategic and ad-hoc projects for regulatory oversight
Seniority
Mid-level, hands-on IC
