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- Tasks: Support investment managers with data analysis and portfolio management.
- Company: Join RBC, a leading global bank committed to innovation and community impact.
- Benefits: Enjoy flexible remote work options and opportunities for personal development.
- Other info: Work in a collaborative environment with leaders dedicated to your growth.
- Why this job: Be part of a dynamic team making a real difference in financial services.
- Qualifications: Proficiency in Python/R and Excel; some experience in finance is preferred.
The predicted salary is between 36000 - 60000 £ per year.
Associate, Discretionary Investment Solutions
Associate, Discretionary Investment Solutions
Royal Bank of Canada London, United Kingdom
Associate, Discretionary Investment Solutions
Royal Bank of Canada London, United Kingdom
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
I nclusion 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 | London, UK 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 | London, UK
✨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. Attend industry events or webinars to make connections that could lead to valuable insights and referrals.
✨Tip Number 3
Brush up on your analytical skills, particularly in Python and Excel. Consider working on personal projects or online courses that showcase your ability to handle complex data analytics, as this is crucial for the role.
✨Tip Number 4
Stay informed about global financial markets and consider pursuing a CFA designation. This not only enhances your knowledge but also demonstrates your commitment to professional development, which is highly valued in this role.
We think you need these skills to ace Associate, Discretionary Investment Solutions | London, UK
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Associate, Discretionary Investment Solutions role. 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 understanding of the Discretionary Investment Management service. Mention specific examples of how your background and skills can contribute to the team at RBC.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Excel and VBA, as well as any experience with third-party software like Morningstar or Mercer. This will demonstrate your technical capabilities.
Show Enthusiasm for the Role: Express your passion for the financial markets and your eagerness to contribute to RBC's mission. Mention your willingness to pursue further qualifications like the CFA designation, which shows commitment to your professional development.
How to prepare for a job interview at Royal Bank of Canada
✨Showcase Your Analytical Skills
As an Associate in Discretionary Investment Solutions, you'll need strong analytical abilities. Be prepared to discuss specific examples of how you've used data analysis in previous roles, particularly in financial services.
✨Demonstrate Technical Proficiency
Highlight your proficiency in Python, R, and Excel during the interview. Consider preparing a brief demonstration or example of how you've used these tools to solve problems or improve processes in past experiences.
✨Understand the DIM Service
Familiarise yourself with the Discretionary Investment Management (DIM) service and its components. Be ready to discuss how you can contribute to its design and implementation, showing that you understand its relevance in the current market.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to work under pressure. Think about potential challenges in portfolio management and how you would address them, demonstrating your critical thinking and results-oriented mindset.