Institutional Associate

Job Description

What is the opportunity?

RBC Global Asset Management (“RBC GAM”) is a North American-based asset management firm with global scope and a broad range of investment management capabilities. PH&N Institutional is the Canadian institutional business of RBC GAM and continually strives to be a thought leader amongst investment consultants and institutional clients alike, with a long-term track record of delivering high quality investment solutions and superior client service*.

Please visit:  for more information.

As an Institutional Associate you will provide support to the PH&N Institutional team, with a primary focus on Core-Active Fixed Income.

• Directly support institutional portfolio managers by leveraging your financial knowledge and understanding of market conditions to compose written market analysis and the creation of corresponding exhibits and slides to synthesize key technicals.
• Contribute to research and creative analysis efforts, including specialized white papers and podcasts, portfolio structuring, product development, risk modelling, and internal & external seminars.
• Respond to requests for information, manage cash flows, monitor compliance, and structure mandates in support of strategies employed by our institutional clients.
• Support our interactions with clients, consultants and prospects by creating content for presentations and managing the production, review, and distribution of period clients reporting, along with other forms of client communication.
• Collaborate with institutional team members to support key business development activities, and creative evolutions of existing mandates to reflect changes in objectives. Capture key client updates in our systems.
• Work with various teams across RBC GAM to construct and maintain appropriate documentation as client mandates onboard or evolve (e.g. IMAs, SIPPs, IPSs, KYC, etc.).

• Bachelor’s or advanced degree; commerce, economics or mathematics preferred.
• Minimum 5 years investment and financial services (or related) industry experience.
• CFA candidate or Charter holder.
• Actuarial credentials and experience would be considered an asset.
• Passion for capital markets and a strong desire to learn and impact on client outcomes.
• Superior Literacy of Microsoft office applications including key strengths in the use of Excel and Power Point.
• A flexible work schedule including the expectation that hours may extend during key busy periods.
• Excellent interpersonal and written/oral communication skills.
• A demonstrated track record as a high performer in a range of arenas from work to extra-curriculars with the ability to prioritize and multitask to tight deadlines with a very high degree of accuracy.
• A demonstrated ability to perform strongly as a team player, with the ability to be proactive and effective in independent tasks.
• Capable problem solver who demonstrates strategic thinking, common sense and sound judgement.

• A comprehensive Total Rewards Program including annual bonus, flexible benefits, and competitive compensation.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.
• Opportunities to take on progressively greater accountabilities.
• PH&N Institutional was named a 2025 Best Asset Manager for Institutional Investors (Canada) – see details here;
  Greenwich Quality Leader awards in prior years recognized excellence in client service (see 2024 award details here for example).

Collaboration, Financial Services, Investment Management, Investments, Microsoft Office, Multitasking, Prioritization, Proactive Behavior, Team Player, Teamwork

• Address: RBC CENTRE, 155 WELLINGTON ST W:
  
  TORONTO
• City: Toronto
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: WEALTH MANAGEMENT
• Job Type: Regular
• Pay Type: Salaried
• Posted Date:
• Final date to receive applications:
• Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive…