Research Analyst

About the Role

RBC Phillip Hager & North Investment Counsel, a premier Canadian Investment Counselling firm managing over $80 billion in assets, is seeking a Research Analyst to join its Head Office Investment Strategy team under the Chief Investment Strategist. This team oversees the firm's curated multi-asset product shelf, guides asset allocation, portfolio construction, and risk management frameworks, and provides educational resources and portfolio analyses supporting nearly 200 Investment Counsellors nationwide.

Responsibilities

• Collaborate with the Chief Investment Strategist in due diligence, ongoing assessment, and monitoring of curated multi-asset investment products.
• Research and evaluate pooled funds, SMAs, and ETFs for possible additions or removals from the product shelf.
• Prepare both qualitative and quantitative due diligence documentation, performance reviews, and portfolio analyses.
• Offer tailored and prompt support to Investment Counsellors on asset allocation, portfolio construction, and security selection.
• Manage portfolio management inquiries, supporting scenario analyses for current and prospective clients.
• Work closely with RBC GAM teams, third-party providers, Global Manager Research, WMC Alternatives teams, and internal partners to enhance product toolkits and competitiveness.
• Create and maintain internal communications and client-friendly content.
• Actively participate in monthly Investment Committee meetings.
• Maintain frameworks communicating strategic and tactical asset allocation changes by RBC GAM.
• Support training and educational initiatives for Investment Counsellors.
• Update the Alts-tracker tool as required.
• Leverage AI to automate team workflows, enhance productivity, and improve investment experiences and outcomes.
• Engage in portfolio manager update calls by providing insights and sharing feedback with Investment Counsellors.
• Collaborate with Senior Portfolio Engineer on oversight and monitoring of Product Fulfillment Models.
• Ensure internal CounselNet materials are accurate and up to date.
• Promote a collaborative working environment valuing teamwork, diverse perspectives, and mentorship critical to the team’s success.

Required Qualifications

• Bachelor’s degree in a relevant field such as Commerce, Finance, Economics, Mathematics, or Engineering.
• Over five years of experience in investment-related roles, especially portfolio construction, asset management, or macro-research.
• CFA Charterholder or actively pursuing Level III of the CFA program.
• A strong interest in financial markets and intellectual curiosity.
• Excellent written and verbal communication skills capable of simplifying complex concepts into clear, actionable advice.
• Highly responsive and attentive to detail in stakeholder interactions.
• Ability to manage multiple priorities effectively in a fast-paced environment.
• Proficient in Excel, PowerPoint, Morningstar, and Bloomberg.

Preferred Skills

• Fluency in French, both written and spoken.
• Experience collaborating with investment advisors, counsellors, or portfolio managers.
• Hands-on due diligence experience with mutual funds, SMAs, and ETFs.
• Familiarity with programming languages and tools such as R, Python, VBA, and SQL.
• Exposure to large language models and AI-driven agents.

Benefits and Work Environment

• Comprehensive Total Rewards package including bonuses, competitive salary, flexible benefits, and stock options when applicable.
• Strong leadership offering coaching and growth opportunities.
• Opportunities to make significant and lasting impacts.
• Dynamic, collaborative, innovative, and high-performing team setting.
• Flexible arrangements supporting work/life balance.
• Challenging work assignments with scope to increase responsibilities.
• Access to diverse job roles across business segments and geographies.

Additional Information

Workweek comprises 37.5 hours at the RBC Centre, 155 Wellington St W, Toronto, Canada. Employment type is full-time regular salaried position. Application deadline is August 4, 2026, until 11:59 PM. RBC upholds values centered on client-first service, integrity, collaboration, respect, and excellence, promoting diversity and inclusion within its workforce to support innovation, growth, and professional development.