Alternative Investment Strategist

Location: New York

Job Description What is the opportunity?

As an Alternatives Investment Strategist for RBC US Wealth Management you will work alongside the Multi-Asset Portfolio Strategist, Wealth Strategists, Alternatives Consultants and other internal teams on developing, coordinating, and executing our alternatives ambitions. The role is part of the Portfolio Advisory Group (PAG).  PAG’s mandate is to enable RBC-WM financial advisors to consistently deliver investment advice and solutions to their clients with the highest level of competence and confidence and your role will empower financial advisors with thoughts on the asset class and portfolio positioning.

What will you do?

Responsible for internal and external publications about the alternatives market

Organize and participate in webcasts focusing on alternatives topics and market outlook

Collaborate with Marketing to support alternatives campaigns and enhance website content

Collaborate with the U.S. Investment Committee and Global Portfolio Advisory Committee members to formulate market views across various alternative asset classes

Assist UHNW advisors or other internal partners in review of client portfolios and allocations with specific focus on alternatives

Create and implement a proactive service model for managing relationships

Stay current on emerging trends in the alternatives market to make informed investment recommendations

Create an actionable investment framework within the alternatives market to help advisors and clients understand risks and opportunities

Communicate market (our cross-asset investment views) and economic perspectives to clients, via client presentations, publications or product-oriented marketing programs

Relate key market developments to the positioning within managed portfolios to clients, specifically within alternative asset classes

Research model portfolio development that includes alternative investments

What do you need to succeed?

Must-have Bachelor’s degree, preferably in Finance or Economics
10+ years’ financial industry experience5+ years’ experience as an investment strategist or similar role Series 7 & 66 licensed or ability to obtain in 180 days Previous experience working with financial advisors

Knowledge of complex investment structures and esoteric investments

Exhibits wealth management and investment products expertise

Able to listen to client’s needs and make decisions/take actions that help clients achieve their long-term goals

Effective problem identification, analytical and resolution skills

Ability to distill complex or detailed financial information into key points and a recommendation

Knowledge of investment management disciplines such as asset allocation, portfolio construction, risk return analytics, performance measurement and reporting

Strong ability to interact with all levels of staff. Must be able to maintain relationships that will relate to the overall success of the established firm goals

Nice-to-haveCFA, CAIA, or CFP designation or working to obtain2+ years HNW client experience

Portfolio management experience

Experience in investment performance and risk analysis, particularly as it relates to multi-asset portfolio management

Experience recommending and researching private investment opportunities and how they fit into a well-diversified high-net worth portfolio

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.

A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program…