Associate
On-site
Core
PIM Trading Associate supporting an Investment Advisory team by interpreting instructions from advisors and executing trades for a $6+ billion portfolio while adhering to client Investment Policy Statements (IPS).
Role type
Associate, trading operations
Builds
Trade executions and portfolio model updates for a large PIM portfolio
Domain
Wealth Management / Fixed-income, Equities, Preferred Shares
Required skills
IR-licensed or RR-licensed, Fixed-income knowledge, Equities knowledge, Preferred shares knowledge, Trade execution, IPS management, Portfolio model updates, Error checking, Task prioritization
Preferred skills
5+ years industry experience, Portfolio management experience, RBC DS applications familiarity, Intermediate Excel
Technologies
RBC DS applications, Excel