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- Tasks: Support investment management with analysis, model performance, and client risk profiling.
- Company: Join RBC, a leading global bank committed to innovation and community impact.
- Benefits: Enjoy flexible work options, professional development, and a collaborative team environment.
- Why this job: Make a real difference in finance while working with top professionals in a dynamic setting.
- Qualifications: Proficiency in Python/R and Excel; some financial services experience preferred.
- Other info: Opportunity for growth and potential CFA study support.
The predicted salary is between 28800 - 48000 £ per year.
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Associate, Discretionary Investment Solutions, London
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Client:
Royal Bank of Canada>
Location:
London, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
2b165c0e3713
Job Views:
4
Posted:
12.08.2025
Expiry Date:
26.09.2025
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Job Description:
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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Associate, Discretionary Investment Solutions employer: Royal Bank of Canada
Contact Detail:
Royal Bank of Canada Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate, Discretionary Investment Solutions
✨Tip Number 1
Familiarise yourself with the latest trends in discretionary investment management. Understanding current market dynamics and how they affect client portfolios will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in investment solutions. Engaging with them can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your analytical skills, particularly in Python and Excel. Being able to demonstrate your proficiency in these tools during discussions can set you apart from other candidates.
✨Tip Number 4
Stay updated on RBC's recent initiatives and values. Showing that you align with their mission and culture can make a strong impression during the interview process.
We think you need these skills to ace Associate, Discretionary Investment Solutions
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the job description. Emphasise your analytical skills, proficiency in Python/R, and any experience in financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific aspects of the Discretionary Investment Solutions team and how your background makes you a great fit.
Highlight Relevant Skills: In your application, clearly outline your technical skills, especially in Microsoft Excel and VBA. Provide examples of how you've used these skills in previous roles to achieve results.
Showcase Your Analytical Experience: Include specific examples of past projects or roles where you provided analytical support or worked with large data sets. This will demonstrate your capability to handle the responsibilities of the Associate position.
How to prepare for a job interview at Royal Bank of Canada
✨Showcase Your Analytical Skills
As the role requires strong analytical and quantitative skills, be prepared to discuss specific examples of how you've used these skills in previous positions. Highlight any experience with data analysis tools like Python or R, and be ready to explain your thought process.
✨Demonstrate Attention to Detail
Given the emphasis on accuracy in this position, it's crucial to convey your attention to detail. You might want to share instances where your meticulousness led to successful outcomes, especially in financial contexts.
✨Familiarise Yourself with Financial Markets
Knowledge of global financial markets is a nice-to-have for this role. Brush up on current market trends and be ready to discuss how they could impact investment strategies. This will show your genuine interest and understanding of the industry.
✨Prepare Questions About the DIM Service
Since you'll be involved in the design and implementation of the Discretionary Investment Management service, prepare insightful questions about it. This demonstrates your proactive approach and eagerness to contribute to the team's success.
