Analyst - Investment Counsellors (IC)

Royal Bank of Canada ,
London, Greater London
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Overview

Job Description

What is the opportunity? The role of an Analyst is a key role within the Investment Counsellor team in supporting a team of Investment Counsellors (IC's) in communicating and delivering the BI investment offering to external and internal stakeholders (S&RM, PCFS and CEES) and clients. What will you do? * Keep up to date with developments in financial markets and share information with the IC team. * A detailed understanding of the investment solutions and services offered by BI Investments, including advisory (managed and non-managed), transactional, wealth advisory managed, and discretionary. * Awareness and understanding of tactical ideas from product specialists including equities, fixed income, FX, structured products, and global manager research. * Provide the IC team assistance and support in the delivery and execution of all investment-related activities. This includes and is not limited to - execution and booking trades for investments related products (direct equities, fixed income, ETF's, managed funds, hedge funds, FX, and structured products). * Ensure all investment-related requests/trades are carried out efficiently, timely, and in a professional manner. * Assist with proposal generation. * Proactively support IC's with client acquisition (in line with the S&RM Masterclass discovery, prospect meetings) and existing client retention - preparation of annual reviews, deal reviews, and client events, etc. * Assist with the analysis of pipeline data and in collaborating with RMs to ensure the integrity of Siebel data. * Accurate record-keeping of all client correspondence, KYC and documentation on central record-keeping systems, Siebel & Content Manager where appropriate. * Assist with the production and distribution of investment communications internally and externally i.e. the GPAC Monthly Slide Deck. * Any other reasonable task/project assigned. What do you need to succeed? Must-have * Educated to graduate level (or equivalent) or relevant industry experience. * Minimum level 3 qualification (CISI IAD, IMC). * FSA RDR/JFSC RFA compliant. * Excellent knowledge of RBC and/or industry policies and practices relating to trading investment products. * Maintain the minimum CPD requirement each year as per CISI policy. * Awareness of different asset classes and products including equities, bonds, hedge funds, FX, structured products. Nice-to-have * Knowledge of Lipper, Factset, Bloomberg What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. JOB SUMMARY City: London Address: London Work Hours/Week: 35 Work Environment: Office Employment Type: Permanent Career Level: Experienced Hire/Professional Pay Type: Salaried Position Level: PL09 Required Travel (%): 0-25 Exempt/Non-Exempt: N/A People Manager: No Application Deadline: 06/30/2020 Req ID: 244198 Flexible Working Options Considered Employment Type: Full Time

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