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About the Role
As an Alternatives Investment Strategist for RBC US Wealth Management, you will develop, coordinate, and execute alternatives strategies alongside internal teams. This role empowers financial advisors with insights on alternative asset classes and portfolio positioning, contributing to the Portfolio Advisory Group's mandate of delivering expert investment advice and solutions.
Responsibilities
- Develop internal and external publications about the alternatives market.
- Organize and participate in webcasts focusing on alternatives topics and market outlook.
- Collaborate with Marketing to support alternatives campaigns and enhance website content.
- Formulate market views across various alternative asset classes with the U.S. Investment Committee and Global Portfolio Advisory Committee.
- Assist UHNW advisors or internal partners in reviewing client portfolios and allocations with a focus on alternatives.
- Create and implement a proactive service model for managing relationships.
- Stay current on emerging trends in the alternatives market to make informed investment recommendations.
- Create an actionable investment framework within the alternatives market to help advisors and clients understand risks and opportunities.
- Communicate market and economic perspectives to clients via presentations, publications, or marketing programs.
- Relate key market developments to portfolio positioning for clients, specifically within alternative asset classes.
- Research model portfolio development that includes alternative investments.
Requirements
- Bachelor’s degree, preferably in Finance or Economics.
- 10+ years’ financial industry experience.
- 5+ years’ experience as an investment strategist or similar role.
- Series 7 & 66 licensed or ability to obtain in 180 days.
- Previous experience working with financial advisors.
- Knowledge of complex investment structures and esoteric investments.
- Expertise in wealth management and investment products.
- Ability to listen to client needs and make decisions that help clients achieve long-term goals.
- Effective problem identification, analytical, and resolution skills.
- Ability to distill complex financial information into key points and recommendations.
- Knowledge of investment management disciplines including asset allocation, portfolio construction, risk-return analytics, performance measurement, and reporting.
- Strong ability to interact with all levels of staff and maintain relationships that contribute to firm goals.
Skills
- Active Learning
- Adaptability
- Alternative Investments
- Building Trust
- Capital Markets
- Client Service
- Collaboration
- Critical Thinking
- Economic Analysis
- Effective Written Communication
- Fund Analysis
- Investment Management
- Manager Research
- Professional Presentation
- Taking Ownership
- Teamwork
Location
- Minneapolis
Work Type
- Full time
Experience Level
- 10+ years financial industry experience
- 5+ years investment strategist experience
Education Level
- Bachelor's degree in Finance or Economics
Salary/Compensations
- $120,000-$200,000 (New York, San Francisco)
- $99,000-$176,000 (Chicago, Los Angeles)
- $90,000-$160,000 (Denver, Minneapolis)
Benefits
- Competitive compensation
- Flexible benefits
- 401(k) program with company-matching contributions
- Health, dental, vision, life, disability insurance
- Paid-time off
- Leaders who support development through coaching and managing opportunities
- Opportunities to do challenging work
- Opportunities to build close relationships with clients
About the Company
- 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.
Equal Opportunity
- RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.