Institutional Analyst

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*.

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

• Support PH&N’s institutional capabilities by producing and maintaining client and prospect facing materials across the full spectrum of GAM’s strategies – including ad hoc research & analysis that will develop and deepen your creative abilities and knowledge of financial markets.
• Proactively develop content, organize production, review and distribute client reporting (monthly, quarterly and on request) and client communications for both regular and ad hoc requirements.
• Leverage your finance knowledge to produce written analyses, exhibits & slides to synthesize key technicals.
• Collaborate with Institutional Portfolio Managers in the day‑to‑day support, mandate structuring, cash flow management, and compliance monitoring for client mandates.
• Support research/creative analysis for white papers, product development, and internal/external seminars etc.
• Collaborate with the team 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 our Legal Dept, Investment Portfolio Managers, Onboarding, and other organizational teams across RBC GAM to construct and maintain appropriate documentation as client mandates onboard or evolve (e.g. IMAs, SIPPs, IPSs, KYC, etc.)

• Undergraduate degree with a focus in finance, economics or mathematics is preferred
• Minimum 2 years investment and financial services (or related) industry experience
• CFA candidate or willingness to pursue the designation
• 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
• 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
• Excellent interpersonal and written/oral communication skills
• 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

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 including bonuses and flexible benefits, 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). Recipients are determined via interviews with institutional investors in the region.

The expected salary range for the above position is $55,000 - $90,000 depending on factors including but not limited to the candidate’s experience, skills, registration status; market conditions; and business needs.

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