Job Description

What is the opportunity?

The Reporting Analyst serves as the key subject matter expert and creator of customized performance analysis for UHNW and institutional clients of the Private Client Group at RBC USWM. The Reporting Analyst is responsible for collaborating with financial advisors and developing customized investment performance information, aggregating held away asset data, and compiling reports for the most sophisticated clients at RBC WM.  The role is responsible for developing a deep understanding of RBC’s performance reporting application and implementing processes that will support advisors and clients while ensure appropriate supervisory review.  This role will have significant interaction with Financial Advisors and may include limited interaction with end clients.

What will you do?

Build and maintain UHNW & Institutional (non-profit) report templates that are available firm-wide for all FAs and clientsCreate custom blended benchmarks for UHNW and institutional clientsEnsure the accuracy of investment performance data, including RBC portfolio, held away assets and benchmark informationCreate custom reports for UHNW/I clientsDevelop a process to aggregate held away accounts/assets via RBC’s performance reporting system and include them in performance calculations. Develop a process to collect and input valuations for hard assets (e.g., yachts, investment properties), and include them in reports for UHNW clients.  Respond to requests for this functionality by creating transactions in the performance reporting system and incorporate assets to reportsDevelop and use a process to collect liability information from UHNW clients for Net Worth Statement reporting purposesAudit underlying performance records for accuracy and reasonablenessRespond to performance inquiries; provide performance supportConsistent delivery of accurate investment performance information to clients and advisorsClear articulation of primary drivers of investment returns to advisors, through attribution analysis and risk adjusted return metricsEffective working relationship with internal groups and operations to ensure accuracy and compliance with firm policies
 

What do you need to succeed?

Must-have

Deep understanding of time weighted return calculations and impact of cash flows on performance calculationsAbility to reconcile performance calculationsFamiliarity with Wealth Management and experience in financial servicesTechnological skills – will need to become expert on performance reporting system’s functionality, including both the UI as well as reportingProcess-oriented – development and execution of processes, including ongoing data entry and managementSolution-oriented & creative problem solver – able to interface with FAs and potentially UHNW/institutional clients to understand what they are trying to achieve, and to build a report that meets the need or suggest alternativesSeries 7, 65/66BA/BS in business, finance, or marketing with 3+ years securities or financial markets experienceUnderstanding of fundamental performance measurement concepts – e.g., time weighted returns, IRR, attribution analysisDetail and process orientedAbility to manage and prioritize multiple tasksAbility to work in a fast-paced and changing professional environmentWillingness to aggressively learn new skills in a short period of timeStrong analytical skills needed to understand data inputs and outputs, and identify anomaliesExcellent verbal, written and presentation skillsExperience and comfort collaborating with Financial Advisors and external clients; service orientationStrong customer service orientation

Nice-to-have

CFA and/or CIPM designationSelf-directed and pro-active team player, who works well under minimal supervisionBias for action and executionAdaptable to changeOrganizational awareness and understanding of the portfolio management processStrategic influencing, negotiating and persuasion skills (ability to assertively express ideas, needs and requests and build group consensus – “sells” ideas)Experience with performance calculation and reporting software

What’s in it for you?

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.

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicableLeaders who support your development through coaching and managing opportunitiesAbility to make a difference and lasting impactWork in a dynamic, collaborative, progressive, and high-performing teamFlexible work/life balance optionsOpportunities to do challenging workOpportunities to take on progressively greater accountabilities  Access to a variety of job opportunities across business

The expected salary range for this particular position is $70,000-$130,000, depending on your experience, skills, and registration status, market conditions and business needs.

You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.

RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:

Drives RBC’s high-performance cultureEnables collective achievement of our strategic goalsGenerates sustainable shareholder returns and above market shareholder value

Job Skills

Commercial Acumen, Critical Thinking, Financial Planning and Analysis (FP&A), Group Problem Solving, Interpersonal Relationship Management, Product Services

Additional Job Details

Address:

250 NICOLLET MALL:MINNEAPOLIS

City:

Minneapolis

Country:

United States of America

Work hours/week:

40

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-01-23

Application Deadline:

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.