Royal Bank of Canada

Senior Analyst, Investment Policy

Royal Bank of Canada$67K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Mathematics, Engineering, or related field
  • 3-5 years of experience in investment management or portfolio analytics
  • Advanced proficiency in Word, Excel, PowerPoint, and Access database
  • Strong analytical skills with attention to detail
  • Excellent communication skills, both oral and written
  • Knowledge of regional financial markets and regulations
  • Experience with compliance systems and investment policy frameworks

Responsibilities

  • Monitor and report compliance breaches from Trade Order Management System
  • Prepare daily and monthly compliance reports
  • Collaborate on automation projects to improve data handling
  • Lead process automation initiatives in Investment Policy
  • Develop and test investment models for new solutions
  • Conduct back-testing of investment strategies
  • Monitor trading activities and conduct exception reporting

Benefits

  • Comprehensive Total Rewards Program including bonuses and flexible benefits
  • Supportive leadership for professional development
  • Opportunity to make a meaningful impact
  • Dynamic and collaborative team environment
  • Flexible work/life balance options
  • Challenging work assignments
  • Potential for career advancement opportunities
  • Access to diverse job opportunities across geographies
Full Job Description
Job Description

What is the opportunity?

RBC is seeking an experienced Senior Analyst, Investment Policy. This role combines analytical expertise with cross-functional collaboration to lead project execution on performance, portfolio management, compliance monitoring, and trading initiatives at RBC Global Asset Management (RBC GAM). The successful candidate will drive process improvements, maintain portfolio risk monitoring practices, and support the development and enhancement of investment solutions across our institutional and wealth management offerings.

What will you do?
  • Monitor and report compliance breaches generated from Trade Order Management System to ensure funds are managed in accordance with investment guidelines and regulatory rules
  • Prepare daily breach reports, monthly Investment Mandate Review reports, and various compliance reports
  • Collaborate with IT and support groups on automation of data feeds to reduce data exceptions and address data gaps
  • Lead/Support process and data flow automation initiatives in the Investment Policy area
  • Participate in investment policy statement development for funds and segregated accounts
  • Develop and test investment models to assist with new investment solutions development process
  • Conduct back-testing of proposed investment strategies and leverage investment expertise to benefit clients
  • Monitor trading activity, including best execution monitoring, exception reporting analysis, and post-trade P&L threshold reviews
  • Conduct annual reviews and screen/approve instruments in compliance with applicable policies
  • Act as liaison with RBC GAM IT team for developing and implementing new applications and system enhancements
  • Provide support for internal and external audits and ad-hoc requests from Legal, Compliance, and other GAM teams
  • Engage in various front office projects as required


What do you need to succeed?

Must-have
  • Bachelor's degree in Finance, Economics, Mathematics, Engineering, or related field
  • Minimum 3-5 years of experience in investment management, portfolio analytics, or a related field
  • Advanced knowledge of Word, Excel, PowerPoint, and/or Access database
  • Strong problem-solving, analytical skills and attention to detail
  • Excellent oral and written communication skills
  • Strong knowledge of regional and local financial markets, economic disciplines, and regulation
  • In-depth knowledge of investment industry products and services
  • Proficiency with Morningstar, eVestment, Bloomberg, and Trade Order Management Systems (e.g., Charles River Development)
  • Demonstrated experience with compliance systems, risk monitoring, and investment policy frameworks
  • Strong track record of cross-functional collaboration and project delivery


Nice-to-have
  • CFA designation or progress toward CFA
  • Proficiency in programming languages (SQL, R, Python, MATLAB, etc.)
  • Familiarity with derivatives instruments (IRS, CDS/CDX, FX) and their trade workflows
  • Experience managing multiple complex projects simultaneously under demanding deadlines


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 and geographies


Job Skills
Critical Thinking, Financial Planning and Analysis (FP&A), Financial Services Industry, Fund Analysis, Investment Banking, Investment Banking Analysis, Investment Performance Measurement, Investment Risk Management, Investments Analysis

Additional Job Details

Address:
RBC CENTRE, 155 WELLINGTON ST W:TORONTO
City:
Toronto
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-08-12
Application Deadline:
2026-08-27
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:
$67,000.00 - $110,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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.

About Royal Bank of Canada

Royal Bank of Canada Careers

Join the dynamic team at Royal Bank of Canada (RBC), a global leader in financial services and a company committed to excellence and innovation. At RBC, we offer a wide range of job opportunities that empower professionals to shape their career paths with leadership, diversity training, and continuous growth.

Work You’ll Do

At Royal Bank of Canada, we are not just hiring; we are building a culture of innovation and leadership. Our team members are at the forefront of the financial industry, driving transformation and delivering targeted solutions that meet the evolving needs of our clients and communities.

Explore Job Opportunities and Employment at RBC

Whether you are starting your career or looking to take it to the next level, RBC offers positions that challenge your skills and fuel your ambition. From entry-level positions to leadership roles, our job opportunities span across various functions and regions. Join us and be part of a team that values professional growth and diversity.

Internship and Professional Development

Kickstart your career with an internship at Royal Bank of Canada. Our internships provide invaluable hands-on experience, networking opportunities, and insights into the financial services industry. Interns at RBC gain the skills necessary to excel and are often considered for full-time positions within the company.

Benefits and Culture

At RBC, we prioritize the well-being and satisfaction of our employees. Our benefits package is designed to support our team members at every stage of their life and career. RBC’s culture is built on a foundation of respect, integrity, and responsibility, fostering an environment where everyone can thrive.

Career Growth and Innovation

We believe in nurturing the potential of our employees through continuous learning and career development programs. At RBC, you will find endless opportunities to grow professionally through on-the-job experiences, formal training programs, and leadership development initiatives. Our commitment to innovation means we are constantly seeking out new ideas and perspectives, making RBC a perfect place for those who aim to lead and innovate.

Diversity and Inclusion

Diversity is our strength. At Royal Bank of Canada, we are committed to building an inclusive workplace where every employee feels valued and respected. Our diversity training programs are designed to educate and inspire, creating a more inclusive and equitable workplace.

Join Our Team

Search open positions that match your skills and interests. We look for passionate, curious, creative, and solution-driven team players. Start your journey with RBC today and be part of a world-class team known for its commitment to client service, community involvement, and innovation.

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Personalize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities awaiting you at RBC. Explore the possibilities with Royal Bank of Canada, where your future is filled with potential and the path to success is paved with countless opportunities for professional and personal growth. Join us and shape not just your career but the future of the financial industry.
Learn more about Royal Bank of Canada
Size
86,007 employees
Market Cap
$130.3 billion
Industry
5 Year Trend
+8.7%
NASDAQ

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