Job Description

What is the opportunity?

Operation specialist in Performance Measurement group. Analyzes operational problems related to client rate of return, money weighted vs. time weighted calculations. Act as a central point of contact for business partners on inquiries associated with performance ROR. This role will be working very closely within the larger Performance Measurement, Pricing group and IT/Business partners ensuring data integrity of inputs, calculations, and accurate reporting.

What will you do?

Investigate and understand clients’ accounts and portfolios returns.Analyze fluctuation of market value/gain/losses/return of capital price changes, security level attributions etcComfortable with working independently and in group and adhering to committed deliverables in a fast-paced, dynamic work environment.Work proactively and deliver on time, especially on month end and quarter end where volumes are high and time is limitedProvide Dominion Securities, PH&N Investment Counsel and Direct Investing with superior service around clients’ portfolio performance, with specific focus around time weighted vs. money weighted rate of returns.Actively and accurately investigate and analyze account activity for impacts to clients’ portfolio performance calculations / attribution.  Research transactions (trades, income distributions, etc.) across multiple RBC portfolio management systems to provide issues resolution for internal and external clients.Provide guidance to DS branches, IC offices regarding operational policies, procedures and regulatory frameworkAdvocate and champion strong Service Level Agreement performance and delivery through ongoing monitoringWork closely with SMEs, Project Managers and other Canadian Operations teams as well as IT and business partners to deliver solutions to issues and inquiries

What do you need to succeed?

Must-have

Knowledge and understanding of Global Investment Performance Standards (GIPS), particularly Time Weighted vs. Money Weighted Rate of ReturnStrong foundation in RBC WM’s operational and portfolio management systems, Broadridge, ServiceLink, ClientSource, ClientLink, FMC, PACER,PERSYSComfortable with working independently and in group and adhering to committed deliverables in a fast-paced, dynamic work environment.Exceptional relationship management and analytical skills.  Ability to communicate and partner effectively with Front Office professionals to research and resolve performance related matters.Leverage internal and external contacts to address / resolve issues and opportunities.Manage multiple project tasks, activities.Ability to take organized and comprehensive notes to demonstrate your attention to details and organization skills.Escalate problems to management as required.Ability to present information and data in a structured manner to stakeholders of varying seniority levels across the organization.Technical skills required – MS Access, MS Excel, MS PowerPoint at an intermediate to advanced level

Nice-to-have

Level II or Level III CFA candidateIT knowledge

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 including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamOpportunities to do challenging workOpportunities to take on progressively greater accountabilities  Access to a variety of job opportunities across business

Job Skills

Analytical Thinking, Communication, Customer Accounts, Customer Relationships, Deliverables Management, External Clients, Investment Performance, Portfolio Management, Portfolio Management Systems, Problem Resolution, Project Tasks, Service Level Agreement (SLA)

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

Mississauga

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-09-08

Application Deadline:

2025-09-22

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.