Allocation analyst Jobs in Toronto, ON

Job Description

What is the opportunity?

RBC Global Asset Management (“RBC GAM”) is a North American-based asset management firm with global scope and industry-leading investment management capabilities. PH&N Institutional is the Canadian institutional business of RBC GAM and is widely considered a thought leader amongst investment consultants and institutional clients alike, based on a long-term track record of delivering exceptional service and bespoke solutions. Please visit: https://institutional.phn.com for more information.

As an Institutional Analyst you will provide support to the PH&N Institutional team, with a primary focus on Multi-Asset and Family Office clients.

What will you do?

• Support PH&N’s institutional capabilities by producing and maintaining client and prospect facing materials across the full spectrum of GAM’s global equity, fixed income and alternative strategies - including ad hoc research & analysis that will develop and deepen your creative abilities and knowledge of financial markets.
• Proactively develop content, organize production, review and distribute client reporting (monthly, quarterly and on request) and client communications for both regular and ad hoc requirements.
• Leverage your finance knowledge to produce written analyses, exhibits & slides to synthesize key technicals.
• Collaborate with Institutional Portfolio Managers in the day-to-day support, mandate structuring, cash flow management, and compliance monitoring for client mandates.
• Support research/creative analysis for white papers, product development, and internal/external seminars etc.
• Collaborate with the team to support key business development activities, and creative evolutions of existing mandates to reflect changes in objectives. Capture key client updates in our systems.
• Work with our Legal Dept, Investment Portfolio Managers, Onboarding, and other organizational teams across RBC GAM to construct and maintain appropriate documentation as client mandates onboard or evolve (e.g. IMAs, SIPPs, IPSs, KYC, etc.)

What do you need to succeed?

Must Have

• Undergraduate degree with a focus in finance, economics or mathematics is preferred
• Minimum 3 years investment and financial services (or related) industry experience
• CFA candidate or willingness to pursue the designation
• Superior Literacy of Microsoft office applications including key strengths in the use of Excel and Power Point
• A flexible work schedule including the expectation that hours may extend during key busy periods
• A demonstrated track record as a high performer in a range of arenas from work to extra-curriculars with the ability to prioritize and multitask to tight deadlines with a very high degree of accuracy
• Excellent interpersonal and written/oral communication skills
• A demonstrated ability to perform strongly as a team player, with the ability to be proactive and effective in independent tasks
• Capable problem solver who demonstrates strategic thinking, common sense and sound judgement

Nice to Have

• Knowledge of commonly used financial programs such as Bloomberg, PC Bond Analytics, Salesforce (CRM), etc.
• Previous asset management related experience through summer internships and/or full-time related roles
• Strong working knowledge of investment markets through active pursuit of finance related certifications
• Bilingual - English/French

What’s in it for you?

We thrive on the challenge to be our best, think progressively, continually improve, and work 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, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work in a growing area of investment management
• Opportunities to take on progressively greater accountabilities
• Opportunities to building close relationships with clients
• Ability to make a difference and lasting impact

Job Skills

Adaptability, Analytical Thinking, Communication, Critical Thinking, Curious Mindset, Customer Service, Detail-Oriented, Group Problem Solving, Industry Knowledge, Information Capture, Interpersonal Relationships, Investments, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Multi-Level Communication, Proactive Behavior, Product Services, Teamwork

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:

2026-04-14

Application Deadline:

2026-05-02

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:

$55,000.00 - $90,000.00

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.

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.

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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.

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.