RB
Royal Bank of CanadaTorontoInternship
2026 Wealth Management, Fall Finance Analyst (4-16 months)
Join RBC Wealth Management as a Fall Finance Analyst for 4-16 months, supporting investment and portfolio management initiatives. Gain hands-on experience in market analysis, risk monitoring, and client service within a dynamic team environment.
1
Role Responsibilities
- Prepare ad-hoc reports and assist in product initiatives and related projects.
- Support market intelligence gathering aligned with current market themes and sales opportunities.
- Develop and test investment models for new investment solutions.
- Maintain and improve portfolio risk monitoring practices.
- Assist in business and product management of Portfolio Solutions across channels.
2
Additional Tasks
- Update macroeconomic and market chartbooks using Excel, Bloomberg, and PowerPoint.
- Research and respond to customer inquiries.
- Document and upgrade process manuals.
- Follow established tax preparation and account administration procedures.
- Monitor team mailbox and respond to inquiries.
3
Candidate Requirements
- Intermediate to advanced skills in MS Office (Word, PowerPoint, Excel).
- Strong analytical, critical thinking, and attention to detail skills.
- Good knowledge of financial markets, economics, and regulations.
- Excellent communication and collaboration skills.
- Interest in investment management and learning about the industry.
4
Preferred Qualifications
- Experience leading or managing small projects or enhancements.
- Previous work with investment advisors or portfolio managers.
- Familiarity with Morningstar, eVestment, Bloomberg, and Trade Order Management Systems.
- Experience using Salesforce CRM.
- Passion for learning about the economy and markets.