Portfolio Analyst
RBC Capital Markets, LLC, Minneapolis, MN, United States
Job Description
As a Portfolio Analyst on our Managed Portfolio Strategies team, you will have the opportunity to support the US Wealth Management (RBC WM) business' recruitment, onboarding, internal training, education, and marketing campaigns focused on our managed asset solutions. This consultative role will provide product recommendations and portfolio-level investment advice to client-facing professionals. Your role will be aligned directly to the firm's overall business strategy of growing our advisory assets and helps to ensure RBC WM remains competitive in providing expert advice on managed solutions to affluent, high net worth, and ultra-high net worth investors.
What will you do? Advisor Support
Assist business leaders with the competitive recruiting process by providing transition analysis and participating in recruit meetings
Act as the lead MPS analyst aiding the onboarding process of recently recruited financial advisors including assessing their managed assets and mapping them to investment strategies and models available at RBC
Partner with internal teams including Advisor Recruiting and Advisory Programs, and others, to develop a framework for analyzing, assessing and transitioning recruited financial advisors' managed assets
Assist with servicing Ultra High Net Worth cases when applicable, coordinating advice and guidance with wealth strategists and wealth management consultants
Work collaboratively with client-facing professionals, offering product expertise and guidance regarding investment strategy (asset allocation), investment selection (product recommendations), and portfolio construction using managed investments and discretionary portfolios
Produce thought leadership that helps to inform and educate advisors on industry trends, investment themes, and timely portfolio construction ideas
Participate on conference calls, WebEx and in-person meetings with RBC financial advisors and clients
Leverage and promote the expertise and insights of internal research teams and resources
Assist with internal education, training, and marketing campaigns / events
Strategic and ad hoc projects as assigned
Discretionary Portfolio Support & Marketing
Support the RBC Discretionary Portfolios by sustaining an elevated level of investment knowledge on the product suite, leveraging the expertise and insights of internal research teams and investment committees
Promote RBC's portfolio construction framework and multi-asset portfolios via internal education, training, and marketing campaigns / events
Contribute thought leadership, specifically related to portfolio construction best practices and insights in support of the investment framework and discretionary portfolios
Actively participate in regular and ad-hoc portfolio management meetings to provide perspective of the current advisor and client market environment
What do you need to succeed? Must-have
Bachelor's degree, preferably in Finance, Economics, or Business
Minimum of 3 years financial industry experience
FINRA Series 7 and 66 licenses (or 63 and 65) within 180 days
In-depth knowledge of exchange-traded funds, mutual funds and managed accounts
Knowledge of investment management disciplines such as asset allocation, portfolio construction, risk return analytics, performance measurement and reporting.
Deep understanding of portfolio management concepts and investment management responsibilities.
Strong written and oral communication skills, including developed presentation skills with the ability to influence and persuade colleagues and advisors across the organization.
Nice-to-have
Willingness to pursue CFA, CFP, or CIMA designation or other professional designations
5 or more years of securities or financial markets experience
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 with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
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 build close relationships with clients.
The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC's high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Communication
Critical Thinking
Customer Service
Detail-Oriented
Industry Knowledge
Information Capture
Investment Banking
Negotiation
Product Services
Teamwork
Additional Job Details Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-03-30
Application Deadline:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Our Employment Opportunities At 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.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
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What will you do? Advisor Support
Assist business leaders with the competitive recruiting process by providing transition analysis and participating in recruit meetings
Act as the lead MPS analyst aiding the onboarding process of recently recruited financial advisors including assessing their managed assets and mapping them to investment strategies and models available at RBC
Partner with internal teams including Advisor Recruiting and Advisory Programs, and others, to develop a framework for analyzing, assessing and transitioning recruited financial advisors' managed assets
Assist with servicing Ultra High Net Worth cases when applicable, coordinating advice and guidance with wealth strategists and wealth management consultants
Work collaboratively with client-facing professionals, offering product expertise and guidance regarding investment strategy (asset allocation), investment selection (product recommendations), and portfolio construction using managed investments and discretionary portfolios
Produce thought leadership that helps to inform and educate advisors on industry trends, investment themes, and timely portfolio construction ideas
Participate on conference calls, WebEx and in-person meetings with RBC financial advisors and clients
Leverage and promote the expertise and insights of internal research teams and resources
Assist with internal education, training, and marketing campaigns / events
Strategic and ad hoc projects as assigned
Discretionary Portfolio Support & Marketing
Support the RBC Discretionary Portfolios by sustaining an elevated level of investment knowledge on the product suite, leveraging the expertise and insights of internal research teams and investment committees
Promote RBC's portfolio construction framework and multi-asset portfolios via internal education, training, and marketing campaigns / events
Contribute thought leadership, specifically related to portfolio construction best practices and insights in support of the investment framework and discretionary portfolios
Actively participate in regular and ad-hoc portfolio management meetings to provide perspective of the current advisor and client market environment
What do you need to succeed? Must-have
Bachelor's degree, preferably in Finance, Economics, or Business
Minimum of 3 years financial industry experience
FINRA Series 7 and 66 licenses (or 63 and 65) within 180 days
In-depth knowledge of exchange-traded funds, mutual funds and managed accounts
Knowledge of investment management disciplines such as asset allocation, portfolio construction, risk return analytics, performance measurement and reporting.
Deep understanding of portfolio management concepts and investment management responsibilities.
Strong written and oral communication skills, including developed presentation skills with the ability to influence and persuade colleagues and advisors across the organization.
Nice-to-have
Willingness to pursue CFA, CFP, or CIMA designation or other professional designations
5 or more years of securities or financial markets experience
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 with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
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 build close relationships with clients.
The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
Drives RBC's high-performance culture
Enables collective achievement of our strategic goals
Generates sustainable shareholder returns and above market shareholder value
Job Skills
Communication
Critical Thinking
Customer Service
Detail-Oriented
Industry Knowledge
Information Capture
Investment Banking
Negotiation
Product Services
Teamwork
Additional Job Details Address:
250 NICOLLET MALL:MINNEAPOLIS
City:
Minneapolis
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-03-30
Application Deadline:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Our Employment Opportunities At 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.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
#J-18808-Ljbffr