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As the Business Analyst, PH&N Investment Services, you have demonstrated analytical abilities and you are looking to increase your experience working in the asset management or mutual fund dealer channels. In this entry level role you will have the opportunity to learn about the business, including sales reporting & data analytics, with the primary focus of providing administrative support to the PH&N Investment Services leadership team. Please visit: https://www.phn.com for more information.
What will you do?
Create, summarize and distribute key business metric information to management
Use of data analysis software to assist the leadership team develop and implement business initiatives
Co-ordinate specific tasks and responsibilities with the Finance, Technology, Client Services and Compliance departments
Participate in operational and strategy discussions with the management team
Support the preparation of various documents pertaining to projects and meetings
Investigate reporting discrepancies to achieve more accurate reporting
Manage various tasks pertaining to planning and organizing of unit holder events
Assist with organizing, planning and managing data for team sales initiatives; coordinate and manage timing of data production relevant to such projects
Assist with the analysis of data in the interest of formulating or modifying strategies
Data cleanup and verification
What do you need to succeed? Must Have
Post-secondary diploma/degree, ideally in Commerce, Business Administration or related experience
Technical proficiency, comfortable with learning new software and working with large amounts of data, including Excel
Understanding of and interest in the Mutual Funds/advice business
Nice to Have
Experience in the investment industry
Completion of the Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC)
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, flexible benefits, and competitive compensation
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 take on progressively greater accountabilities
About RBC Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com .
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Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.