- Location
- 9 FORUM LANE:GEORGE TOWN, Cayman Islands
- Type
- Full-time
- Department
- Management
- Seniority
- Manager
- Experience
- 5+ years
- Closing date
- Today
- Source
- Workday
Description
Job Description
Application Deadline: November 11, 2026
What is the opportunity?
The Associate Portfolio Manager will support RBC DS investment advisors in their delivery of customized investment strategies to clients.
What will you do?
- Design and implement multi asset class discretionary portfolios
- Analyze financial market trends and economic conditions by reviewing a high volume of research, news, reports and other investment publications to inform the following tasks:
- Closely monitor investment strategies and their individual components to recommend tactical allocation opportunities and changes to long term investment strategies
- Write timely and relevant client friendly investment commentary and portfolio analysis
- Prepare and deliver client portfolio reviews
- Monitor the firm’s investment universe, including individual stocks, bonds, managed portfolios, mutual funds and ETFs and recommend suitable investments to include in client portfolios
- Monitor book of client portfolios to for adherence to the agreed strategy
- Execute securities trades in live-to-market environment
- Build and present portfolio proposals to prospective clients
- Develop relationships with the firm’s portfolio management support resources globally
What do you need to succeed?
Must Have
- University Degree in a related field
- An internationally recognized investment management professional designation such as Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA)
- Minimum 5 years investment management experience
- Minimum 7 years investment industry experience
- Demonstrated presentation skills, both written and oral
- An analytical mind, intellectual curiosity, a team-first attitude, exceptional communications skills and an ability to thrive in a fast-paced environment
Nice to Have
- Experience delivering investment solutions working with a client facing, live-to-market discretionary portfolio manager, preferably with high-net-worth clients.
- Marketing/sales background
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 competitive compensation package including salary, bonus and pension
- Health insurance and comprehensive benefits
- 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
Job Skills
Customer Service, Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance MeasurementAdditional Job Details
Address:
City:
Country:
Work hours/week:
Employment Type:
Platform:
Job Type:
Pay Type:
Posted Date:
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.
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.