Associate, Discretionary Investment Solutions

Job Summary

Job Description

What is the opportunity?

The role of Associate, Discretionary Investment Solutions is responsible for the accurate, timely and efficient delivery of the British Isles discretionary Investments’ models which help support relationship managers (RM), investment counsellors (IC) and portfolio specialists (PS) in their ongoing management of client portfolios.

This position also provides analytical and product management support on all aspects of the Discretionary Investment Management (DIM) service and its component products and will be actively involved in the design and implementation of the DIM service to ensure it remains relevant and competitive

RBC’s expectation is that from mid-September 2025, all employees and contractors will work in the office with some flexibility to work up to 1 day per week remotely, depending on working arrangements.

What will you do?

• Provide analytical support to the DIM business and ensure models reflect the house view and are within the given parameters for each risk profile.

• Be actively involved in the design and implementation of the DIM service, and in the digital transformation of the Investments business to ensure it remains relevant and competitive.

• Work closely with the Head of Product Management, Chief Investment Officer, Central Modelling Team (CMT) and other partners to ensure a smooth DIM service.

• Provide portfolio construction and analytical support to IC, RM and PS, where appropriate. This includes the production of timely and accurate model performance data and supporting analysis/commentary on performance.

• Provide ongoing support on the client risk profiling tool and to produce proposals, cost rate cards and paper-based questionnaires.

• Develop content relating to DIM and required collateral relating to the core DIM solutions.

• Assist with complex data analytics and management of large volumes of data required to produce management information and for ad-hoc projects.

• From time to time, support the Investments team with economic and financial research / analytics, providing investment ideas to the British Isles Investment Committee.

What do you need to succeed?

Must-have

• High level of proficiency in standard IT set up (particularly Python/R, excel)

• Some experience in a financial services organisation.

• A high degree of accuracy and attention to detail.

• Proven analytical and quantitative skills.

• Strong Microsoft Excel and VBA skills

Nice-to-have

• Experience of a multi-jurisdictional organisation.

• Knowledge of global financial markets and willingness to study towards CFA designation.

• Familiarity with 3rd party software packages (Morningstar, Mercer)

What is 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.

• Leaders who support your development through coaching and managing opportunities.

• Opportunities to work with the best in the field.

• Ability to make a difference and lasting impact.

• Work in a dynamic, collaborative, progressive, and high-performing team.

Agency Notice

RBC Group does not accept agency resumés. Please do not forward resumés to our employees, nor any other company location. RBC Group only pay fees to agencies where they have entered into a prior agreement to do so and in any event do not pay fees related to unsolicited resumés. Please contact the Recruitment function for additional details.

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Job Skills

Business Case Design, Communication, Critical Thinking, Effectiveness Measurement, Financial Regulation, Interpersonal Relationship Management, Product Development Lifecycle, Product Development Methodology, Product Services, Results-Oriented, Waterfall Model

Additional Job Details

Address:

100 BISHOPSGATE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-07-30

Application Deadline:

2025-08-14

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At 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.

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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.

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