Associate Portfolio Manager
rbc · 9 Forum Lane:george Town
Job description
About the role
RBC is hiring an Associate Portfolio Manager in its Wealth Management business in George Town, Cayman Islands. The role supports RBC DS investment advisors in delivering customized investment strategies to clients. It is a regular, full-time, salaried position with 37.5 work hours per week.
Key responsibilities
- Design and implement multi-asset class discretionary portfolios
- Analyze financial market trends and economic conditions from research, news, reports and other investment publications
- Monitor investment strategies and recommend tactical allocation opportunities and changes to long-term strategies
- Write client-friendly investment commentary and portfolio analysis, and prepare and deliver client portfolio reviews
- Monitor the firm's investment universe (stocks, bonds, managed portfolios, mutual funds and ETFs) and recommend suitable investments
- Monitor client portfolios for adherence to the agreed strategy
- Execute securities trades in a live-to-market environment
- Build and present portfolio proposals to prospective clients
- Develop relationships with the firm's portfolio management support resources globally
Required profile
- University degree in a related field
- Internationally recognized investment management designation such as CIM or CFA
- Minimum 5 years of investment management experience and 7 years of investment industry experience
- Demonstrated written and oral presentation skills
- Nice to have: experience delivering investment solutions with a client-facing, live-to-market discretionary portfolio manager, preferably with high-net-worth clients; marketing or sales background
Required skills
- Investment management and investment performance measurement
- Customer service and decision making
- Interpersonal relationship management
What we offer
- A competitive compensation package including salary, bonus and pension
- Health insurance and comprehensive benefits
- Leadership coaching and development opportunities
- A dynamic, collaborative, high-performing team
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Published 5 hours ago
Expires 1 month from now
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rbc
9 Forum Lane:george Town