Associate Portfolio Manager at RBC Dominion Securities

RBC Dominion Securities
Toronto, CA; US
On-site

Why this role

Pace
Steady
Collaboration
High
Autonomy
Medium
Decision Impact
Team
Role Level
Individual Contributor

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Developed and executed effective investment management strategies
  • Provided personalized advice and support to clients
Typical background
University degree in Economics or Business3-5 years in investment strategy or asset allocation

Transferable backgrounds

  • Coming from investment advisor
  • Coming from financial analyst

Skills & requirements

Required

Investment StrategyAsset AllocationPortfolio OptimizationRisk ManagementExcelFactsetBloomberg

Preferred

CFA Designation

Stack & domain

ExcelFactsetBloombergCommunicationCFAFinance

About the role

Original posting from RBC Dominion Securities

Join the elite RBC Dominion Securities team as an Associate Portfolio Manager in Toronto. Focus on crafting tailored investment strategies for high-net-worth clients in a collaborative environment.

The AWP team is seeking a dynamic candidate to develop and execute effective investment management strategies. This role involves tactical asset allocation, portfolio optimization, and presenting analysis to senior leaders. You will work closely with experienced professionals to provide personalized advice and support client relationships through market insights.

Key Responsibilities: • Contribute to asset-allocation decisions based on economic data • Construct and optimize diverse investment portfolios • Prepare and present materials for investment committees • Communicate market outlook and asset recommendations • Perform deep analysis on specific asset classes

Requirements: • University degree in Economics or Business • CFA designation or Level 1 progression • 3–5 years in investment strategy or asset allocation • Proficient in Excel, FactSet, and Bloomberg • Strong communication skills and collaborative mindset

Bring your financial expertise and strategic thinking to RBC Dominion Securities and impact clients' wealth management journeys. #J-18808-Ljbffr

Source: RBC Dominion Securities careers

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