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Analyst, Institutional Client Credit Management

RBC Capital

RBC Capital

Toronto, ON, Canada
Posted on Monday, June 10, 2024

Job Summary

Job Description

What is the opportunity?
You will assist in the management and administration of authorized credit and transactional risk limits for various groups of fund relationships including regulated mutual funds, pension funds, trusts and endowments. You will maintain relationships with RBC Capital Markets (CM) sales and trading professionals and counterparties to ensure client needs are met on a timely basis including addressing credit requirements as necessary. The role supports the development of transaction solutions (including structuring, amount and term) and provide s assistance in the preparation of transaction requests, while safeguarding the credit quality of the trading credit portfolio, ensuring all limit systems are properly recording all approvals and help in the preparation of timely management information reports as required.

What will you do?

  • Timely preparation of transaction requests in support of RBC CM credit intensive 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 counterparties (including regulated mutual funds, pension funds, trusts and endowments).

  • Compliance reporting including: limit excesses, ATE triggers, and NAV monitoring and participate in KYC process as required.

  • 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.

What do you need to succeed?


  • Honours, B.A. or B. Com or equivalent

  • 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

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 and competitive compensation

  • 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

  • Opportunities to take on progressively greater accountabilities

Job Skills

Adaptability, Critical Thinking, Customer Service, Detail-Oriented, Financial Engineering, Financial Statement Analysis, Investments Analysis, Personal Development, Taking Initiative, Teamwork

Additional Job Details







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Employment Type:

Full time


Capital Markets

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Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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