Royal Bank of Canada·26 days ago
26 days ago
Analyst, Portfolio Implementation
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About this role
We are seeking a Portfolio Implementation Analyst to support UMA portfolio model management across RBC US Wealth Management. This role involves managing daily operational and trading responsibilities, ensuring accurate execution of investment strategies, and collaborating with internal and external providers. Ideal candidates have experience in securities or financial markets and strong analytical skills.
Skills
- portfolio management
- series 7 license
- series 63 license
- series 65 license
- series 66 license
- portfolio accounting
- investment operations
- trade processing
- risk management
- envestnet
- microsoft excel
- microsoft access
- fund analysis
- financial planning and analysis
- investment performance measurement
- asset allocation
- portfolio rebalancing
- client service
- process improvement
- audit management
- report generation
- data analysis
- project management
- stakeholder management
- sub-advisor management
Company
Royal Bank of Canada
Minneapolis, United States of America
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