Investment Performance Operations Specialist

RBC Dominion Securities

Analyze investment performance calculations at RBC in Mississauga, using rate of return expertise and portfolio analysis to support business partners.This Operations Specialist works in the Performance Measurement group within RBC Wealth Management. The position examines client accounts, portfolios, time weighted and money weighted returns, and performance attribution. You will collaborate with Performance Measurement, Pricing, IT, and business partners to support accurate reporting and data integrity.Key Responsibilities:
Investigate client accounts and portfolio returnsAnalyze market value, gains, losses, and capital changesResearch transactions across RBC portfolio management systemsResolve performance inquiries for internal and external clientsMonitor Service Level Agreement performance and deliveryRequirements:
Knowledge of Global Investment Performance StandardsUnderstanding of time weighted and money weighted returnsExperience with RBC systems, Broadridge, and ServiceLinkStrong relationship management and analytical skillsIntermediate to advanced Microsoft Access, Excel, and PowerPointBring investment performance, portfolio systems, and analytical skills to RBC’s Performance Measurement operations in Mississauga.
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