Relationship Management Associate, Corporate Client Group
Role Overview
Support senior Corporate Client Group team members serving current clients and marketing target companies in technology, media, and healthcare.
The group provides corporate finance solutions to private mid-market and small-cap public Canadian corporations.
Key Skills for This Role
Full Job Posting
Role overview
Support senior Corporate Client Group team members serving current clients and marketing target companies in technology, media, and healthcare.
The group provides corporate finance solutions to private mid-market and small-cap public Canadian corporations.
Responsibilities
- Research companies, financial statements, industry, and market information to support idea generation and prepare client presentations.
- Research current and target clients, provide updates, and prepare for or participate in relationship-development activities.
- Prepare or manage documentation for new client and revenue opportunities submitted to internal decision-making committees.
- Coordinate with internal RBC partners to support service for the client portfolio.
- Prepare internal sales material and occasionally analyze group operating performance data for strategic decisions.
- Support CCG Finance colleagues with structuring, delivering, closing, and monitoring syndicated and bilateral loan transactions.
- Provide analysis and support for internal business cases.
Required qualifications
- Strong interpersonal and relationship-building skills.
- Proficiency in Microsoft Excel, PowerPoint, and Word.
- Strong quantitative, financial, and analytical skills, including company financial statement analysis.
- Effective presentation and communication skills and high attention to detail in written and financial work.
- Ability to handle pressure and deadlines, prioritize, and multitask across assignments and projects.
Preferred qualifications
- MBA, CFA, or CPA is nice to have.
- Knowledge of credit and credit metrics, financial modeling, or corporate finance experience is nice to have.
Employment details
- Full-time regular position with salaried pay; no compensation cadence or amount is stated.
- Listed work schedule is 37.5 hours per week.
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