Leasing Officer responsible for developing new clients and managing lease/loan growth projects at Bank of America. Engaging in sales processes and collaborating with teams for performance improvement.
About the role
- Associate Trust Investment Manager at RBC responsible for assisting Trust Investment Managers with portfolio maintenance, risk monitoring, and preparing presentations. Opportunity for further progression into a senior role.
Responsibilities
- Input trades and ensure they are processed accurately and on a timely basis
- Assist with managing cash balances
- Ensure that client portfolios are structured and managed within parameters outlined in the Investment Policy Statement and in accordance with RT investment policies and procedures
- Draft and review Investment Policy Statements
- Prepare client presentations and attend meetings as required
- Ad hoc special projects
Requirements
- Minimum of 2 years' experience in a similar role in the investment industry or strong finance background
- University Degree
- Successful completion of CSC (Canadian Securities Course)
- Proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
- Strong organizational, analytical and time management skills
- Enrolled in the CFA program (Chartered Financial Analyst) is nice to have
- CIM Designation (Chartered Investment Manager) is nice to have
- Advanced Excel proficiency (Pivot Tables, Lookups, Basic VBA) is nice to have
Benefits
- 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
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