Job Summary
Researches and analyzes financial information to be used in making investment decisions.Applies extensive, in-depth knowledge, skills, and practices to perform complex assignments.
Job Description
What is the opportunity?
RBC's Global Asset Management Chicago-based equity team manages over $2.0 billion of domestic growth equities in both institutional accounts and mutual funds is seeking a Senior Equity Analyst and an Equity Analyst to join the team. The position will entail generalist sector coverage to support
our Small Cap Growth and SMID Cap Growth equity strategies.
What will you do?
Research: Analyze and identify high quality small and mid-sized growth stocks as new investment ideas for long-term capital appreciation using a bottom-up fundamental process combined with a conservative growth philosophy. Provide continuous maintenance coverage on existing portfolio holdings.
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Portfolio Management: Collaborate with other team members and take advantage of our rigorous approach to portfolio risk management to recommend buy and sell ideas for the client portfolios. Assess individual security risk and prospective drivers of security outperformance, portfolio sector and industry weightings, liquidity constraints and overall portfolio characteristics.
Communications: A natural collaborator with excellent communication skills. Contribute to investment team presentations and client review meetings. Provide verbal and written reports as needed to the portfolio managers and internal client service personnel, including investment results, portfolio attribution and other special projects.
Marketing: Contribute to new business development by participating in presentations of the Small Cap Growth and SMID Cap Growth investment philosophy and process along with other members of the investment team. Provide
marketing support to our distribution and consultant relations teams.
Other: Have the drive and desire to maintain investment excellence and respond to client needs in a timely manner.
What do you need to succeed?
Must-have
- Minimum of 3-5 years of investment experience, including experience in researching small to mid-sized growth stocks in a wide variety of sectors and industries.
- Under-graduate degree in business or a related field. CPA or CFA designation is strongly preferred.
- Strong analytical, quantitative, organizational, and interpersonal skills.
- Familiarity with research tools such as FactSet, William O'Neil and ThomsonOne.
- Strong communication skills.
- A self-motivated learner with the ability to work both independently and in a small team environment.
Nice-to-have
- Strong presentation skills
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 applicable
- 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
- Flexible work/life balance options
- Opportunities to do challenging work
- Opportunities to take on progressively greater accountabilities
- Access to a variety of job opportunities across business
Job Skills
Communication, Critical Thinking, Detail-Oriented, Financial Planning and Analysis (FP&A), Financial Regulation, Fund Analysis, Interpersonal Relationship Management, Personal Development, Quantitative Methods, Taking Initiative
Additional Job Details
Address:
227 WEST MONROE STREET:CHICAGO
City:
Chicago
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Wealth Management
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2024-02-22
Application Deadline:
2024-03-19
Inclusion and Equal Opportunity Employment
At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.
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