ICCM Asset Management & Funds - Analyst
Listed on 2026-01-16
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Finance & Banking
Risk Manager/Analyst, Financial Analyst
What is the opportunity?
RBC's Institutional Client Credit Management (ICCM) Asset Management & Funds team is looking for an Analyst to assist in the management and administration of authorized credit and transactional risk limits for various asset manager and fund relationships. You will maintain relationships with RBC Capital Markets (CM) trading professionals and counter parties to ensure client trading needs are met on a timely basis, addressing credit requirements as necessary.
The role is directly responsible for preparing credit submissions and coordinating the onboarding workflow across KYC, tax, regulatory, operational and legal aspects as required. You will assist in preparing transaction requests, safeguarding the credit quality of the trading portfolio, ensuring all limit systems are properly recorded and help in preparing timely management information reports.
- Timely preparation of transaction requests in support of RBC CM trading activities with global asset managers on behalf of the funds they manage.
- Understand and assess client investment strategies from a risk perspective.
- Maintenance and accuracy of trading limit data within CCMS.
- Reviews of trading counter parties (including but not limited to regulated mutual funds, pension funds, trusts and endowments, alternative accounts, hedge funds and private capital accounts).
- Instruct and coordinate client set‑up requirements across KYC, tax, regulatory, operational and legal teams.
- Compliance management including management of limit excesses and supporting ATE triggers, and NAV monitoring where needed.
- Assist in annual reviews for Capital Market relationships.
- Completion of assigned projects and other duties in an efficient and effective manner that supports business initiatives.
- Initiate and maintain contact with trading professionals, Group Risk Management – Credit, Market Risk, Trading Credit Risk, Trading Documentation and RBC Law Group.
Must-have:
- Understanding and knowledge of fund industry and securities regulations governing funds.
- Familiarity and basic understanding of trading products including FX, swaps and securities finance.
- Advanced data and computer management skills including proficiency with Excel.
- Ability to establish priorities and manage tasks with accompanying attention to detail.
- Ability to interpret, explain and communicate opinions and recommendations using strong verbal and written skills.
Required
Education:
Minimum:
Honours degree in B.A.,
B.Com.,
B.Sc., or equivalent.
Nice-to-have:
- MBA, professional designation (e.g., CA, CMA, CFA) or a post‑graduate degree with a focus in finance, economics or quantitative discipline would be an asset.
- An understanding of credit risks associated with institutional clients including investment funds, along with the trading products they use.
- Ability to read and understand complex legal documents such as Private Placement Memoranda (PPMs), Limited Partnership Agreements (LPAs), structure charts.
- Experience with AI models and agents, including their application in automation, data analysis, and process optimization, to drive efficiency and enhance decision‑making.
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.
- Opportunities to do challenging work
- Work in a dynamic, collaborative, progressive and high‑performing team
- Opportunity to work with and gain exposure to Sales and Trading professionals, relationship managers, Group Risk Management and a number of other internal teams
Business Data Analysis, Communication, Credit Analysis, Critical Thinking, Database Queries, Data Visualization, Decision Making, Quantitative Methods, Risk Management
Additional Job DetailsAddress: 100 BISHOPSGATE LONDON
City: London
Country: United Kingdom
Work hours/week: 35
Employment Type: Full time
Platform: CAPITAL MARKETS
Job Type: Regular
Pay Type: Salaried
Posted Date:
Final date to receive…
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