RBC · 4 hours ago
Sr. Ultra High Net Worth Client Reporting Analyst
Minneapolis, Minnesota, United States of America
Full-time
Onsite
Mid, Senior Level
$70K/yr - $130K/yr
3+ years expRBC is a leading financial institution, and they are seeking a Senior Ultra High Net Worth Client Reporting Analyst. The role involves creating customized performance analysis and reports for UHNW and institutional clients, ensuring data accuracy, and collaborating with financial advisors.
BankingFinancial ServicesWealth Management
Responsibilities
Build and maintain UHNW & Institutional (non-profit) report templates that are available firm-wide for all FAs and clients
Create custom blended benchmarks for UHNW and institutional clients
Ensure the accuracy of investment performance data, including RBC portfolio, held away assets and benchmark information
Create custom reports for UHNW/I clients
Develop 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 reports
Develop and use a process to collect liability information from UHNW clients for Net Worth Statement reporting purposes
Audit underlying performance records for accuracy and reasonableness
Respond to performance inquiries; provide performance support
Consistent delivery of accurate investment performance information to clients and advisors
Clear articulation of primary drivers of investment returns to advisors, through attribution analysis and risk adjusted return metrics
Effective working relationship with internal groups and operations to ensure accuracy and compliance with firm policies
Qualification
Required
Deep understanding of time weighted return calculations and impact of cash flows on performance calculations
Ability to reconcile performance calculations
Familiarity with Wealth Management and experience in financial services
Technological skills – will need to become expert on performance reporting system's functionality, including both the UI as well as reporting
Process-oriented – development and execution of processes, including ongoing data entry and management
Solution-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 alternatives
Series 7, 65/66
BA/BS in business, finance, or marketing with 3+ years securities or financial markets experience
Understanding of fundamental performance measurement concepts – e.g., time weighted returns, IRR, attribution analysis
Detail and process oriented
Ability to manage and prioritize multiple tasks
Ability to work in a fast-paced and changing professional environment
Willingness to aggressively learn new skills in a short period of time
Strong analytical skills needed to understand data inputs and outputs, and identify anomalies
Excellent verbal, written and presentation skills
Experience and comfort collaborating with Financial Advisors and external clients; service orientation
Strong customer service orientation
Preferred
CFA and/or CIPM designation
Self-directed and pro-active team player, who works well under minimal supervision
Bias for action and execution
Adaptable to change
Organizational awareness and understanding of the portfolio management process
Strategic 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
Benefits
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business
Company
RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance.
10001+ employees
H1B Sponsorship
RBC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (29)
2024 (17)
2023 (3)
2022 (4)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$16.3B2025-10-30Post Ipo Debt· $5B
2025-09-15Post Ipo Debt· $1.35B
2025-07-10Post Ipo Debt· $177.74M
Leadership Team
Graeme Hepworth
Chief Risk Officer
Kelly Bradley
Chief Human Resources Officer
Recent News
2026-01-22
Qatar Tribune
2026-01-21
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