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Portfolio Analyst

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What is the opportunity?
As a Private Banking Portfolio Analyst, you will oversee a rapidly growing credit portfolio serving high net worth retail and wholesale clients. You will be the subject matter expert and resource for the proactive management of the quality and compliance of the credit portfolio. You will make sound recommendations and participate in initiatives to improve and standardize practices, keeping at the forefront the need to build a scalable and sustainable model. In this role, you will also contribute to transformational initiatives across the business that improve how Private Banking delivers on its value proposition to clients and that enhance risk oversight of the credit portfolio, leveraging automation and data whenever possible.

What will you do?

  • Identify opportunities that enhance risk oversight of the portfolio and that focus on mitigating risk in an effective, efficient, and automated manner whenever possible
  • Contribute to transformational initiatives across the business that improve how Private Banking delivers on its value proposition to clients and that enhance risk oversight of the credit portfolio, leveraging automation and data whenever possible
  • Review portfolio management reports and internal systems to proactively advise emerging trends and communicate these to senior management in a clear and concise manner, recommending and implementing appropriate risk mitigation strategies
  • Leverage data to highlight areas of concern and drive appropriate behaviours through engagement of the appropriate partner
  • Develop and implement well-established routines to ensure effective and productive oversight of the credit portfolio
  • Ensure portfolio and risk management practices are adhered to, provide coaching to the team as well as feedback to the Regional Director, Credit Structures, and Director, Portfolio Management, as required
  • Ensure credit policies and processes are being adhered to within the region focusing on items identified in audit reviews
  • Provide feedback and recommendations to Regional Director, Credit Structures, Vice-President, Regional Vice-President, and Director, Portfolio Management, on any risks identified within the region

    • What do you need to succeed?
    Must-have

  • Exceptional written and verbal communication skills in French and English
  • Strong organizational skills with the ability to multi-task and make sound and timely decisions
  • Ability to impact and influence others, including leadership team
  • Solid Microsoft Office Suite skills
  • Experience in risk management

    • Nice-to-have

  • Knowledge and understanding of the Private Banking platform and of the high net worth client segment
  • Lending experience and knowledge of credit products, ideally within a banking environment
  • Bachelor’s or post-graduate degree in a related field
  • Sound judgement

    • What’s 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 and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team

    • Join our Talent Community
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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 .

    JOB SUMMARY
    City: Montreal
    Address: 1 Place Ville Marie
    Work Hours/Week: 37.5
    Work Environment: Private Banking Centre
    Employment Type: Permanent
    Career Level: Experienced Hire/Professional
    Pay Type: Salary + Variable Bonus
    Required Travel (%): 0
    Exempt/Non-Exempt: N/A
    People Manager: No
    Application Deadline: 02/12/2021
    Platform: Personal & Commercial Banking
    Req ID: 317936
    Ad Code(s): None

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