Job Summary

Job Description

What is the opportunity?

Support oversight of RBC BlueBay’s investment activities, using a risk-based approach, to ensure that the business is being undertaken in accordance with relevant investment management agreements (IMA), regulations, best execution, and internal policies and procedures.  This role will focus on portfolio adherence and front office advisory.

What will you do?

Support the Investment Policy Senior Manager with the design and implementation of RBC BlueBay’s investment control strategy and framework; Advise investment teams on regulatory and client guideline restrictions.

Investment guidelines

Assist with the daily monitoring of investment guidelines and ESG requirements as well as escalating identified breaches.Advising on the resolution of investment guideline breaches and trading issues; the role will ensure controls are reviewed and, where relevant, enhanced to mitigate the risk of recurrence.Onboard new funds with specific focus on negotiation of clear investment guidelines and subsequent relevant monitoring capabilities.Management of Charles River Investment Management System “CRIMS” and rules monitored outside “CRIMS”.  Includes daily portfolio, pre and post trade alert management and coding of restrictions.Understand regulatory investment restrictions including UCITS, Luxembourg SIF, US 1940 Act and Canadian NI 81-102.

Trading/Other

Assist with the monitoring and development of Best Execution in BTCA Including presenting in the quarterly Trade Management Oversight Committee.Engage in completing annual audit requests, including collating, and ensuring accuracy of all evidence and controls. Complete periodic Accuracy and Completeness reviews across both Segregated and Pooled funds.Development of management information and KRIs for Investment Policy Senior Manager to monitor emerging risks within BlueBay’s portfolio management and trading activities. Preparation of periodic management reports and contribute to the production of board reports showing key performance indicators relating to adherence with investment guidelines.  Includes performing reports on monthly, quarterly, annual breach statistics and trends.Assisting in the development and maintenance of control procedures and policies.Assist with answering RFP/DDQ questions in a timely manner.Projects as required.

What do you need to succeed?

Must have

University degree or equivalent work experienceRelevant work experience, preferably in an Investment Management environmentInterpersonal skillsStrong oral and written communication skillsClient FocusGood knowledge of regional and local financial markets, economic disciplines, and regulations.In depth knowledge of investment industry products, asset classes and services.Competent IT skills including Excel, PowerPoint and WordFamiliarity with the modern portfolio theory and with portfolio optimisation techniques is a plus.Ability to present confidently in front of senior management and key stakeholders

Nice to have

CFAInvestment Management CertificateCharles River experienceBTCA or Bloomberg experience

 What is 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 compensationLeaders who support your development through coaching and managing opportunitiesOpportunities to work with the best in the fieldAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamA world-class training program in financial services

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:

100 BISHOPSGATE:LONDON

City:

London

Country:

United Kingdom

Work hours/week:

35

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-01-16

Application Deadline:

2025-01-30

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.
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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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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.