Overview
Portfolio Management Specialist At Rbc Jobs in Toronto, Canada at 0000050599 RBC Dominion Securities
Join RBC Dominion Securities as a Portfolio Management Specialist, focusing on enhanced trading strategies and seamless client interactions. Use your skills to support discretionary services and improve portfolio management outcomes.
This role involves advising teams on best practices related to portfolio management while linking strategies for effective trading and rebalancing. You’ll assist investment advisors in building their operational frameworks and ensuring optimal client service.
Key Responsibilities
- Lead meetings with discretionary and non-discretionary teams
- Maintain connections with Portfolio Managers and their teams
- Recommend best practices in investment management
- Assist in setting up client portfolios for successful modeling
- Guide current hires on our trading and modeling systems
Requirements
- 5+ years of experience in financial services
- Proven communication and negotiation skills
- CFA Level 1 or robust understanding of discretionary management
- Ability to travel for meetings as needed
- Proficient in Excel and investment analysis
Utilize your expertise to impact portfolio management positively at RBC Dominion Securities.
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Title: Portfolio Management Specialist At Rbc
Company: 0000050599 RBC Dominion Securities
Location: Toronto, Canada
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