Multi-Asset Portfolio Analyst
RBC
•
Minneapolis, MN
0
0
0
0
Not Applicable
Posted April 17, 2026
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Responsibilities
Commitments
Responsibilities
- Assist the Multi-Asset Portfolio Team with broad general support of the suite of multi-asset discretionary portfolios
- Own the design, development, maintenance, and continuous improvement of detailed portfolio analytic/risk reports for investment committees.
- Reports should detail performance and risk attribution that aid investment committee members in making data-driven decisions consistent with each portfolio’s risk-budget and/or mandate
- Execute on improvements to efficiency and effectiveness of our operating/reporting/data gathering processes by recommending new technologies and methodologies
- Collaborate with Multi-Asset Portfolio Strategists to continually strategize on our risk framework and improve the overall strategy design and infrastructure
- Collaborate with Multi-Asset Portfolio Associates to ensure consistent and timely distribution of accurate investment committee reports.
- This includes highlighting relevant observations for committee members
- Aid in the coordination and participate in investment committee and associated meetings
- Partner with colleagues to create data-driven models that aid in the identification of market opportunities
- Aid in the trading workflow process to ensure effective communication of duties and seamless execution
- Gather, organize, and assess data as part of monitoring/evaluating investment decisions
Commitments
Series 7 & 66 licensed or ability to obtain, as requested
City:
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Job Type:
Regular
2026-03-13
Application Deadline:
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
RBC is presently inviting candidates to apply for this existing vacancy.
Not Met Priorities
What still needs stronger evidence
Requirements
- Must-have
- 3+ years or related investments experience
- Broad knowledge of global economy, capital markets, and wealth management industry
- Knowledge of investment management concepts such as risk measurement and reporting, performance attribution, asset allocation, and portfolio construction
- CFA charter or pursuing
- Series 7 & 66 licensed or ability to obtain, as requested
- Experience providing verbal and written communications on investment related topics
Preferred Skills
- Series 7 & 66 licensed or ability to obtain, as requested
- Knowledge of key analytical tools – FactSet, Tableau, etc.
- Knowledge of or desire to learn Python and SQL.
- A successful candidate will enjoy the opportunity to learn these skills and apply that knowledge to enhance existing workflows
- Knowledge of AI tools and proactive in exploring and implementing AI-driven solutions to enhance productivity and workflow
Education
- (Not required) – Must-have
- (Not required) – Undergraduate degree, preferably with a concentration in finance, economics, statistics and/or mathematics
- (Not required) – CFA charter or pursuing
Job Description
What is the opportunity?
As a Multi-Asset Portfolio Analyst with RBC Wealth Management, you will aid in the maintenance, development, and promotion of the RBC Portfolio Blueprint. Our Portfolio Blueprint is RBC Wealth Management’s multi-asset portfolio framework for coordinated investment advice and solutions. This full spectrum investment advice and solution provided to our financial advisors includes strategic asset allocation, active asset allocation, investment policy, investment selection, and discretionary portfolios.
This role will be part of our Portfolio Advisory Group. The group’s mandate enables our financial advisors to consistently deliver investment advice and solutions to their clients with the highest level of competency and confidence while utilizing a wide range of securities. As a member of the team, you will contribute to the U.S. Investment Committee as well as work in conjunction with analysts in equity, fixed income, and other strategies.
What will you do?
Assist the Multi-Asset Portfolio Team with broad general support of the suite of multi-asset discretionary portfolios
Own the design, development, maintenance, and continuous improvement of detailed portfolio analytic/risk reports for investment committees. Reports should detail performance and risk attribution that aid investment committee members in making data-driven decisions consistent with each portfolio’s risk-budget and/or mandate
Execute on improvements to efficiency and effectiveness of our operating/reporting/data gathering processes by recommending new technologies and methodologies
Collaborate with Multi-Asset Portfolio Strategists to continually strategize on our risk framework and improve the overall strategy design and infrastructure
Collaborate with Multi-Asset Portfolio Associates to ensure consistent and timely distribution of accurate investment committee reports. This includes highlighting relevant observations for committee members
Aid in the coordination and participate in investment committee and associated meetings
Partner with colleagues to create data-driven models that aid in the identification of market opportunities
Aid in the trading workflow process to ensure effective communication of duties and seamless execution
Gather, organize, and assess data as part of monitoring/evaluating investment decisions
What do you need to succeed?
Must-have
Undergraduate degree, preferably with a concentration in finance, economics, statistics and/or mathematics
3+ years or related investments experience
Broad knowledge of global economy, capital markets, and wealth management industry
Knowledge of investment management concepts such as risk measurement and reporting, performance attribution, asset allocation, and portfolio construction
CFA charter or pursuing
Series 7 & 66 licensed or ability to obtain, as requested
Experience providing verbal and written communications on investment related topics
Nice-to-have
Knowledge of key analytical tools – FactSet, Tableau, etc.
Knowledge of or desire to learn Python and SQL. A successful candidate will enjoy the opportunity to learn these skills and apply that knowledge to enhance existing workflows
Knowledge of AI tools and proactive in exploring and implementing AI-driven solutions to enhance productivity and workflow
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
Adapt Quickly, Always Learn, Critical Thinking, Financial Services Industry, Fund Analysis, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments, Investments Analysis, Portfolio Risk, Risk Reporting
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:
2026-03-13
Application Deadline:
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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</a/span>
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.
What is the opportunity?
As a Multi-Asset Portfolio Analyst with RBC Wealth Management, you will aid in the maintenance, development, and promotion of the RBC Portfolio Blueprint. Our Portfolio Blueprint is RBC Wealth Management’s multi-asset portfolio framework for coordinated investment advice and solutions. This full spectrum investment advice and solution provided to our financial advisors includes strategic asset allocation, active asset allocation, investment policy, investment selection, and discretionary portfolios.
This role will be part of our Portfolio Advisory Group. The group’s mandate enables our financial advisors to consistently deliver investment advice and solutions to their clients with the highest level of competency and confidence while utilizing a wide range of securities. As a member of the team, you will contribute to the U.S. Investment Committee as well as work in conjunction with analysts in equity, fixed income, and other strategies.
What will you do?
Assist the Multi-Asset Portfolio Team with broad general support of the suite of multi-asset discretionary portfolios
Own the design, development, maintenance, and continuous improvement of detailed portfolio analytic/risk reports for investment committees. Reports should detail performance and risk attribution that aid investment committee members in making data-driven decisions consistent with each portfolio’s risk-budget and/or mandate
Execute on improvements to efficiency and effectiveness of our operating/reporting/data gathering processes by recommending new technologies and methodologies
Collaborate with Multi-Asset Portfolio Strategists to continually strategize on our risk framework and improve the overall strategy design and infrastructure
Collaborate with Multi-Asset Portfolio Associates to ensure consistent and timely distribution of accurate investment committee reports. This includes highlighting relevant observations for committee members
Aid in the coordination and participate in investment committee and associated meetings
Partner with colleagues to create data-driven models that aid in the identification of market opportunities
Aid in the trading workflow process to ensure effective communication of duties and seamless execution
Gather, organize, and assess data as part of monitoring/evaluating investment decisions
What do you need to succeed?
Must-have
Undergraduate degree, preferably with a concentration in finance, economics, statistics and/or mathematics
3+ years or related investments experience
Broad knowledge of global economy, capital markets, and wealth management industry
Knowledge of investment management concepts such as risk measurement and reporting, performance attribution, asset allocation, and portfolio construction
CFA charter or pursuing
Series 7 & 66 licensed or ability to obtain, as requested
Experience providing verbal and written communications on investment related topics
Nice-to-have
Knowledge of key analytical tools – FactSet, Tableau, etc.
Knowledge of or desire to learn Python and SQL. A successful candidate will enjoy the opportunity to learn these skills and apply that knowledge to enhance existing workflows
Knowledge of AI tools and proactive in exploring and implementing AI-driven solutions to enhance productivity and workflow
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
Adapt Quickly, Always Learn, Critical Thinking, Financial Services Industry, Fund Analysis, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments, Investments Analysis, Portfolio Risk, Risk Reporting
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:
2026-03-13
Application Deadline:
Note : Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
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</a/span>
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.