Relationship Management Associate, Corporate Client Group
Role Overview
The Relationship Management Associate, Corporate Client Group, reports to the Managing Director, Relationship Management.
The role supports senior coverage officers and corporate financing experts serving private mid-market and small-cap public Canadian corporations.
Client and target-company coverage includes technology, media, and healthcare sectors.
Key Skills for This Role
Full Job Posting
Opportunity
The Relationship Management Associate, Corporate Client Group, reports to the Managing Director, Relationship Management.
The role supports senior coverage officers and corporate financing experts serving private mid-market and small-cap public Canadian corporations.
Client and target-company coverage includes technology, media, and healthcare sectors.
What you will do
- Support idea generation with company financial statement analysis, industry and market research, and client presentations.
- Research current and target clients and prepare materials for relationship-development activities.
- Prepare or manage documentation on new client and revenue opportunities for internal committees.
- Coordinate with RBC partners to provide customer service to the client portfolio.
- Occasionally prepare internal sales materials or analyze quarterly and annual group performance data.
- Support CCG Finance colleagues on syndicated and bilateral loan transactions, including structuring, delivery, closing, and monitoring.
- Provide analysis for internal business-case preparation.
Must-have 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; high attention to detail in written and financial work.
- Ability to manage pressure, deadlines, priorities, and multiple assignments.
Nice to have
- MBA, CFA, or CPA.
- Knowledge of credit and credit metrics, financial modeling, or corporate finance work experience.
Work schedule
- The posting lists 37.5 work hours per week.
Pay details
- The posting describes pay as salaried but does not provide a salary amount or pay cadence.
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