Client Intelligence Associate

Client Intelligence Associate

Job Overview

Location
Toronto, Ontario
Job Type
Full Time Job
Job ID
96030
Date Posted
1 year ago
Recruiter
Raymond Catherine
Job Views
510

Job Description

Job Description

What is the opportunity?

The Capital Markets Client Intelligence team is responsible for producing client, sales and business analytics to enable the businesses we support to effectively monitor performance and make informed business decisions. Our team works closely with the Sales & Trading and Corporate & Investment Banking divisions to design and produce KPIs that track business performance and the success of our firm’s key strategic initiatives. In addition to delivering best-in-class analytics, the team partners closely with technology to enhance our client analytics tools. Recognized as data stewards for the firm, the Client Intelligence team is tasked with identifying strategic data initiatives and leads cross-functional efforts to address data integrity and completeness issues.

What will you do?

  • Provide data, reporting and analytics support to business stakeholders and senior leadership

  • Integrate various data sources (internal metrics, client wallet data, qualitative feedback) to create insightful business analytics produce actionable client insights

  • Leverage competitive benchmarking information to identify opportunities to deepen client relationships, better focus sales efforts and drive revenue uplift

  • Partner with stakeholders to support the buildout of a holistic and consistent view of client profitability across RBC

  • Participate in the client planning process for Capital Markets and track actual to plan performance for senior management

  • Consistently look for ways to automate existing manual processes, driving change management to improve processes, accuracy of data & reporting, and efficiencies

  • Support data validation and participate in UAT for technology enhancements to our analytics platforms

  • Look for ways to improve our client technology platforms; partner with stakeholders and technology to increase the effectiveness of our analytics platforms

 

What do you need to succeed?

Must-have:

  • Bachelor’s degree or higher; at least 2 years of work experience in data, analytics and/or reporting

  • Positive attitude and collaborative approach

  • Strong written & verbal communication skills; ability to communicate confidently

  • Ability to multi-task and manage multiple initiatives and competing priorities at once

  • Influencing skills; ability to build relationships with key internal stakeholders and partners

  • Self-starter, ability to progress and deliver initiatives with little direction / oversight

  • Ambitious & driven; doesn’t settle for status quo and consistently looks for ways to improve

  • Demonstrated ability to organize large amounts of data and effectively present metrics and analysis

  • Proficiency in data & reporting tools (i.e., Qlik, Sisense, Tableau, SQL, Python or other)

  • Advanced proficiency in Excel (pivot tables, formulas, charts & graphs)

Nice to have:

  • Capital Markets experience, knowledge of Global Markets products (Fixed Income, FX, Commodities, Futures and Equities) or Corporate & Investment Banking businesses

  • Experience working in a trading floor environment with the ability to manage expectations in a fast paced environment

  • Experience and ability to effectively communicate to senior management in a concise manner

  • Strong presentation skills, ability to effectively convey messaging

  • Ability to synthesize large amounts of information to key takeaways and themes for senior management

  • Strong influencing skills and the ability to effectuate change

  • Experience in supporting senior leadership teams

  • Proficiency in Confluence, SharePoint, PowerPoint

 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 applicable

  • Work in a dynamic, collaborative, progressive, and high-performing team

  • Opportunities to do challenging work and take on greater responsibilities

  • Access to leaders who support your development through coaching and mentoring opportunities

  • Work in a dynamic, collaborative, innovative, and high-performing team

  • Ability to make a difference and lasting impact

RBC requires as a condition of employment that all successful candidates in the United States and Canada be fully vaccinated against COVID-19 prior to their start date, and may require proof of the same.  Reasonable accommodation is available where required by law

Job ID: 96030

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