Drive investment strategy as a Research Analyst with RBC Phillip Hager & North in Toronto, Canada. Focus on portfolio construction and risk management while collaborating with investment teams.

In this vital role, you will join the Chief Investment Strategist on the Investment Strategy team. Your responsibilities will focus on curating the firm’s multi-asset product shelf and assessing various funds and securities for optimally balanced portfolios. You will engage in high-level financial analyses, contribute to investment strategies, and provide personalized service to investment counsellors across Canada.

Key Responsibilities:
• Support due diligence of curated multi-asset products
• Research and evaluate pooled funds, SMAs, and ETFs




• Prepare qualitative and quantitative due diligence materials
• Address portfolio management queries for client scenarios
• Collaborate effectively with cross-functional teams

Requirements:
• Bachelor's Degree in Commerce, Finance, or related field
• 5+ years of investment-related experience
• CFA Charterholder or pursuing Level III
• Robust communication skills with attention to detail
• Proficiency in Excel, PowerPoint, Bloomberg

Elevate your career in investment research, portfolio management, and financial analysis at RBC.
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📌 Investment Research Analyst At Rbc Ontario (Canada)
🏢 RBC
📍 Canada