Portfolio Manager Associate

*ABOUT US*
RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank.
 
*PORTFOLIO MANAGER ASSOCIATE*
 
WHAT IS THE OPPORTUNITY?
Implement proprietary strategies and asset allocation for RBC Rochdale clients. Assist Sr. Portfolio Managers (SPM) in the development of short-and long-term investment strategies and approaches to achieve investment goals for clients.
 
WHAT WILL YOU DO?
* Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients.
* Respond to incoming calls, emails, and inquiries from clients - Portfolio characteristics, economic updates, and the firm’s investment thesis - Specific strategies and solutio...

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