Associate, Reporting Team
Listed on 2026-08-23
-
Finance & Banking
Financial Reporting, Financial Analyst
Join RBC Blue Bay's Reporting Team as an Associate and play a key role in delivering high-quality reporting and collateral to our clients throughout their lifecycle. You'll manage and coordinate the delivery of reporting for all of RBC Blue Bay's pooled funds and segregated mandates, working collaboratively across the business to ensure timely and accurate output.
Job DescriptionThis is a permanent, full-time role based in our London office, requiring 4 days per week on-site.
What will you do?- Produce segregated investment reporting, bespoke reports, and data analysis for pooled and segregated funds (fixed income and equity) in collaboration with Business Development, Client Experience, and Investment teams
- Investigate and resolve issues that arise during production of reporting collateral and proactively respond to client queries
- Source, collate, and manage data required to deliver reporting collateral, liaising with internal and external stakeholders
- Support the production and distribution of fund presentation materials, pitch books, segregated review books, fund newsletters, and marketing collateral
- Work with internal teams and affiliates to ensure reporting requirements are met and align with regulatory standards
- Build and implement automated reporting solutions using proprietary and third-party systems to streamline processes and minimise operational risk
- Identify and implement process improvements and efficiencies that enhance client service and benefit the team
- Support the design, maintenance, and update of policy and procedure documents for all reporting obligations to meet audit requirements
- Strong organisation and time-management skills, with proven experience managing multiple deliverables simultaneously
- Meticulous attention to detail with a track record of accuracy in previous roles
- Excellent verbal and written communication skills
- Ability to work effectively and collaboratively with colleagues across the business
- Capacity to grasp new concepts quickly, adapt to changing work situations, and maintain a positive 'can-do' attitude
- Strong proficiency in Microsoft Excel for data-oriented tasks
- University degree or equivalent qualification
- Prior experience in a reporting-focused role or asset management environment
- Working knowledge of equities and fixed income from an investment perspective
- Experience managing data to produce high-quality analysis for reports and platforms
We offer a competitive Total Rewards package including base salary, performance-related bonus, comprehensive benefits, and access to learning and development opportunities to support your career growth within asset management.
Job SkillsAgile Methodology, Business Data Analysis, Business Process Modeling, Commercial Acumen, Communication, Critical Thinking, Decision Making, Group Problem Solving, Interpersonal Relationship Management, Requirements Analysis
Additional Job DetailsAddress: 100 BISHOPSGATE:
LONDON
City:
London
Country:
United Kingdom
Work hours/week: 35
Employment Type:
Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type:
Salaried
Posted Date:
Final date to receive applications:
Our Employment OpportunitiesAt RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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