Investment Support Specialist (40761) in England - London, United Kingdom

at RBC Wealth Management

Banking / Financial Services
Financial Services
Minimum Qualification
Bachelor's Degree
Required Experience
5 - 7 years
Employment Type
Full Time
Male or Female

Job Description

  • To support the Head of Portfolio Strategy and senior members of the Strategy team in delivering high quality & informative analytics, presentations, and special projects.
  • Includes capture and reporting of key management information (MI) and undertaking a wide range of administrative duties with minimal guidance


  • Ensure all collateral and materials within the investment business are current, accurate, and accessible
  • Help create presentations and new investment collateral
  • Coordinate across teams within RBC including Investments, Compliance, Marketing, and Wealth Managers
  • Produce management information (MI) and be able to track & report the types of proposal solution, value, wins/losses etc
  • Ad hoc projects and requests as required


  • Relevant university degree, potentially complemented with specific office stills training programs or certificates
  • Very strong computer skills, particularly with MS Office (Outlook, Excel, Word, PowerPoint)
  • Strong analytical, interpersonal, and communication skills
  • Professional manner with senior and junior level staff
  • Attention to detail and quality of work product
  • Demonstrated initiative and self-starter; ability to work independently
  • Action oriented, approachable, creative
  • Ability to work under pressure with tight deadlines and conflicting priorities


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