R
RbcPortfolio Management Assistant
WATERLOOonsite$54K – $85K
Posted today · via Workday
About this role
Job Description What is the opportunity? The Portfolio Management Assistant (PMA) is a role that focuses primarily on supporting the Investment Counsellor in the management of private client portfolios (primarily comprised of pooled funds), relationships, and meetings. It is not an asset selection or analysis role, but an integral role on a small team that manages approximately 120 relationships. This is done through assistance with producing financial plans, portfolio rebalancing per the investment policy statement and preparing/updating Investment Policy Statements. It requires strong tax and financial planning knowledge, in addition to portfolio management knowledge.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: express
2
Level fit
We check your title trajectory against the seniority signal of the role.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in WATERLOO. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
express
More at Rbc
- View →Senior Manager, Talent Cycle OperationsMISSISSAUGA, Ontario, Canada
- View →Manager, Regulatory Control979 KING'S ROAD:HONG KONG
- View →Banking AdvisorBURNABY, British Columbia, Canada
- View →Senior Staff Engineer – Agentic AITORONTO, Ontario, Canada
- View →Senior Analyst – AI Models Risk and GovernanceTORONTO, Ontario, Canada
- View →Manager, Global FC Model ValidationTORONTO, Ontario, Canada