Large

Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 88,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at rbc.com/community-social-impact.

Finance

Banking

You need a high school diploma, customer service experience, strong communication skills, attention to detail, ability to thrive in a fast-paced environment, and comfortable standing long hours.

You will process transactions, balance cash, assist clients, cross-sell products, follow compliance procedures, and maintain a tidy work area.

Customer Relations

Banking & Finance

Brampton

<div>We are seeking a friendly and customer service-oriented individual to join our team as a Cashier at RBC. As a Cashier, you will be responsible for providing exceptional service to our clients while performing a variety of cash and customer service duties.

Key Responsibilities:

<ul><li>Process a variety of monetary transactions, including deposits, withdrawals, and bill payments for clients</li></ul>

<ul><li>Accurately count and balance cash, coin, and checks</li></ul>

<ul><li>Respond to client inquiries and resolve any issues or concerns</li></ul>

<ul><li>Identify opportunities to cross-sell our products and services to clients</li></ul>

<ul><li>Follow all security and compliance procedures to safeguard bank assets</li></ul>

<ul><li>Assist with daily opening and closing procedures</li></ul>

<ul><li>Maintain a clean and organized work environment</li></ul>

Qualifications:

<ul><li>High school diploma or equivalent</li></ul>

<ul><li>Previous customer service or cash handling experience preferred</li></ul>

<ul><li>Strong communication and interpersonal skills</li></ul>

<ul><li>Attention to detail and accuracy</li></ul>

<ul><li>Ability to work in a fast-paced environment</li></ul>

<ul><li>Familiarity with banking products and services is an asset</li></ul>

<ul><li>Strong computer skills and ability to learn new software quickly</li></ul>

<ul><li>Comfortable standing for extended periods of time</li></ul></div>

We are seeking a friendly and customer service-oriented individual to join our team as a Cashier at RBC. As a Cashier, you will be responsible for providing exceptional service to our clients while performing a variety of cash and customer service duties.

Key Responsibilities:

Process a variety of monetary transactions, including deposits, withdrawals, and bill payments for clients

Accurately count and balance cash, coin, and checks

Respond to client inquiries and resolve any issues or concerns

Identify opportunities to cross-sell our products and services to clients

Follow all security and compliance procedures to safeguard bank assets

Assist with daily opening and closing procedures

Maintain a clean and organized work environment

Qualifications:

High school diploma or equivalent

Previous customer service or cash handling experience preferred

Strong communication and interpersonal skills

Attention to detail and accuracy

Ability to work in a fast-paced environment

Familiarity with banking products and services is an asset

Strong computer skills and ability to learn new software quickly

Comfortable standing for extended periods of time

Cashier - RBC

Cashier

You must have CSC and CPH, strong skills in Microsoft Office, excellent time management, client service, and exceptional communication skills.

You will manage client accounts, respond to inquiries, resolve problems, assist in onboarding, coordinate meetings, ensure regulatory compliance, and maintain communications and documentation efficiently.

Toronto

Job Summary Job Description What is the Opportunity? RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. The RBC Dominion Securities branch located in Downtown Toronto is looking for a resourceful, efficient and collaborative recent graduate to join our leading wealth management firm as an Associate. By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities. What will you do? * Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team. * Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). * Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions. * Effectively manage incoming communications from clients, Advisors and other internal and external partners. * Assist the Advisor team in welcoming and onboarding new clients. * Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects. * Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant. * Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters. * Follow up on client trades to ensure proper settlement and delivery * Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities. What do you need to succeed? Must-have * Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) * Strong skills working with business applications/technology, including Microsoft Office Suite * High quality time management and organization skills * Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients * Exceptional verbal and written communication skills Nice-to-have * Knowledge of RBC Dominion Securities’ systems and procedures * Experience in the securities industry is an asset What’s in it for you? We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from: * 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 * An opportunity to make a difference and have a lasting impact on the lives of others * Work in a dynamic, collaborative, progressive, and high-performing team * The chance to work in a dynamic, collaborative, progressive, and high-performing team * A world-class training program in financial services Job Skills Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management Additional Job Details Address: BAY WELLINGTON TOWER, 181 BAY ST:TORONTO City: TORONTO Country: Canada Work hours/week: 37.5 Employment Type: Platform: Wealth Management Job Type: Regular Pay Type: Salaried Posted Date: 2024-04-03 Application Deadline: 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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com

Job SummaryJob DescriptionWhat is the Opportunity?RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.The RBC Dominion Securities branch located in Downtown Toronto is looking for a resourceful, efficient and collaborative recent graduate to join our leading wealth management firm as an Associate.By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.What will you do? * Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team. * Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.). * Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions. * Effectively manage incoming communications from clients, Advisors and other internal and external partners. * Assist the Advisor team in welcoming and onboarding new clients. * Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects. * Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant. * Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters. * Follow up on client trades to ensure proper settlement and delivery * Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.      What do you need to succeed?Must-have * Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) * Strong skills working with business applications/technology, including Microsoft Office Suite * High quality time management and organization skills * Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients * Exceptional verbal and written communication skills      Nice-to-have * Knowledge of RBC Dominion Securities’ systems and procedures * Experience in the securities industry is an asset      What’s in it for you?We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from: * 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 * An opportunity to make a difference and have a lasting impact on the lives of others * Work in a dynamic, collaborative, progressive, and high-performing team * The chance to work in a dynamic, collaborative, progressive, and high-performing team * A world-class training program in financial services      Job SkillsAccount Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk ManagementAdditional Job DetailsAddress:BAY WELLINGTON TOWER, 181 BAY ST:TORONTOCity:TORONTOCountry:CanadaWork hours/week:37.5Employment Type:Platform:Wealth ManagementJob Type:RegularPay Type:SalariedPosted Date:2024-04-03Application Deadline:Inclusion and Equal Opportunity EmploymentAt 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.Join our Talent CommunityStay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com

Associate - RBC

&lt;strong&gt;Job Summary&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;strong&gt;Job Description&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;strong&gt;What is the Opportunity?&lt;br&gt;&lt;br&gt;&lt;/strong&gt;RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals.&lt;br&gt;&lt;br&gt;The RBC Dominion Securities branch located in Downtown Toronto is looking for a resourceful, efficient and collaborative recent graduate to join our leading wealth management firm as an Associate.&lt;br&gt;&lt;br&gt;By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an invaluable internal and external point of contact, you will play a key role in maintaining client accounts, ensuring account administration and documentation remains up-to-date and compliant and working with an Investment Advisor in managing client portfolios and wealth management planning opportunities.&lt;br&gt;&lt;br&gt;&lt;strong&gt;What will you do? &lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Maintain existing client accounts and identify opportunities to contact clients. You will be responsible for managing timelines and key dates for accounts to help ensure clients feel supported by our team.&lt;/li&gt;&lt;li&gt;Respond to client inquiries in an understanding and time-efficient manner (account transactions, requests, account documentation, account reporting, etc.).&lt;/li&gt;&lt;li&gt;Tap into your superior problem resolution skills to provide proactive client service. Working collaboratively, you will at times liaise with various departments to provide smooth and timely solutions.&lt;/li&gt;&lt;li&gt;Effectively manage incoming communications from clients, Advisors and other internal and external partners.&lt;/li&gt;&lt;li&gt;Assist the Advisor team in welcoming and onboarding new clients.&lt;/li&gt;&lt;li&gt;Leverage your passion for planning to coordinate and prepare meetings for Advisors with their clients/prospects.&lt;/li&gt;&lt;li&gt;Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.&lt;/li&gt;&lt;li&gt;Draw on your social media skills to update the team’s communication channels, including websites, LinkedIn, Facebook, brochures, newsletters.&lt;/li&gt;&lt;li&gt;Follow up on client trades to ensure proper settlement and delivery&lt;/li&gt;&lt;li&gt;Support the Advisor team and client through the Wealth Management process and maintain an audit of Wealth Management Activities and priorities.&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;What do you need to succeed?&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;strong&gt;Must-have&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH)&lt;/li&gt;&lt;li&gt;Strong skills working with business applications/technology, including Microsoft Office Suite&lt;/li&gt;&lt;li&gt;High quality time management and organization skills&lt;/li&gt;&lt;li&gt;Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients&lt;/li&gt;&lt;li&gt;Exceptional verbal and written communication skills&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Nice-to-have&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;ul&gt;&lt;li&gt;Knowledge of RBC Dominion Securities’ systems and procedures&lt;/li&gt;&lt;li&gt;Experience in the securities industry is an asset&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;What’s in it for you?&lt;br&gt;&lt;br&gt;&lt;/strong&gt;We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:&lt;br&gt;&lt;br&gt;&lt;ul&gt;&lt;li&gt;A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable&lt;/li&gt;&lt;li&gt;Leaders who support your development through coaching and managing opportunities&lt;/li&gt;&lt;li&gt;An opportunity to make a difference and have a lasting impact on the lives of others&lt;/li&gt;&lt;li&gt;Work in a dynamic, collaborative, progressive, and high-performing team&lt;/li&gt;&lt;li&gt;The chance to work in a dynamic, collaborative, progressive, and high-performing team&lt;/li&gt;&lt;li&gt;A world-class training program in financial services&lt;br&gt;&lt;br&gt;&lt;/li&gt;&lt;/ul&gt;&lt;strong&gt;Job Skills&lt;br&gt;&lt;br&gt;&lt;/strong&gt;Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management&lt;br&gt;&lt;br&gt;&lt;strong&gt;Additional Job Details&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;strong&gt;Address:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;BAY WELLINGTON TOWER, 181 BAY ST:TORONTO&lt;br&gt;&lt;br&gt;&lt;strong&gt;City:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;TORONTO&lt;br&gt;&lt;br&gt;&lt;strong&gt;Country:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;Canada&lt;br&gt;&lt;br&gt;&lt;strong&gt;Work hours/week:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;37.5&lt;br&gt;&lt;br&gt;&lt;strong&gt;Employment Type:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;strong&gt;Platform:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;Wealth Management&lt;br&gt;&lt;br&gt;&lt;strong&gt;Job Type:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;Regular&lt;br&gt;&lt;br&gt;&lt;strong&gt;Pay Type:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;Salaried&lt;br&gt;&lt;br&gt;&lt;strong&gt;Posted Date:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;2024-04-03&lt;br&gt;&lt;br&gt;&lt;strong&gt;Application Deadline:&lt;br&gt;&lt;br&gt;&lt;/strong&gt;&lt;strong&gt;I&lt;/strong&gt;&lt;strong&gt;&lt;strong&gt;nclusion&lt;/strong&gt; and Equal Opportunity Employment&lt;br&gt;&lt;br&gt;&lt;/strong&gt;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.&lt;br&gt;&lt;br&gt;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.&lt;br&gt;&lt;br&gt;&lt;strong&gt;Join our Talent Community&lt;br&gt;&lt;br&gt;&lt;/strong&gt;Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.&lt;br&gt;&lt;br&gt;Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com

Associate

You need a strong foundation in finance, 5+ years in portfolio analysis, excellent quantitative and communication skills, and a proactive mindset with relevant tertiary qualifications.

You will develop investment theses, mentor analysts, analyze markets, oversee fund reporting, manage capital allocation, and ensure accurate financial modeling and forecasting.

Real Estate & Property

Melbourne

<div><div>About Qualitas:
Qualitas is a leading ASX-listed Australian alternative real estate investment manager specialising in delivering outstanding results across private credit and equity investments. With nearly two decades of experience, we manage capital on behalf of some of the world&rsquo;s largest global institutions and invest in a diverse portfolio across multiple asset classes and all aspects of the capital structure.
Position Description:
We are seeking a dynamic and experienced Fund Manager to join our Melbourne team. This critical role is responsible for managing and optimising fund portfolios, ensuring alignment with investment objectives, coordinating with investors and contributing to the development of innovative equity strategies. Reporting to the Co-Heads of Real Estate Equity Australia, you&rsquo;ll take ownership of a broad range of responsibilities that impact internal operations and investor relations.
Key Responsibilities:
Investment Thesis Development
<ul><li>Collaborate with Heads of Funds and product development teams to research and develop new fund equity strategies.</li>
<li>Analyse market dynamics, trends, and opportunities to create robust investment cases.</li>
<li>Work with Portfolio Analysts to conduct financial modelling and assess the financial viability of potential investments.</li>
<li>Present investment theses to stakeholders, incorporating feedback to refine strategies.</li>
</ul>Leadership and Relationship Management
<ul><li>Mentor Portfolio Analysts and guide them on strategic fund activities.</li>
<li>Build and maintain strong relationships with investors, peers, and external stakeholders.</li>
<li>Influence outcomes by effectively engaging and persuading key stakeholders to align with fund objectives.</li>
</ul>Reporting and Stakeholder Engagement
<ul><li>Oversee fund reporting across multiple equity portfolios comprising direct equity investments into commercial real estate assets, joint venture equity investments and opportunistic and tactical credit investment strategies.</li>
<li>Respond promptly to investor requests for information (RFIs) and internal stakeholder queries.</li>
<li>Represent the funds in ad-hoc investor meetings and deliver insights to enhance stakeholder confidence.</li>
<li>Ensure accuracy and quality assurance in fund return forecasting, fund valuations, unit pricing, and management accounts as delivered by a team of portfolio analysts.</li>
<li>Oversee the preparation and presentation of Monthly Performance Packs for fund performance meetings.</li>
</ul>Capital Allocation and Portfolio Optimisation
<ul><li>Contribute to the investment decision and structuring process through advising on key fund considerations.</li>
<li>Monitor and improve fund performance to meet investor return objectives and manager composition targets.</li>
<li>Act as the primary interface for finance, accounting, and compliance matters related to the funds.</li>
<li>Manage fund leverage solutions, including subscription facilities and liquidity analyses.</li>
<li>Update and refine tax forecast models, ensuring optimised tax profiles for all funds.</li>
</ul>Portfolio Modelling
<ul><li>Maintain and update detailed fund models.</li>
<li>Oversee distribution calculations and provide distribution recommendations.</li>
<li>Coordinate and review financial data from external operators or property managers.</li>
</ul>What We&rsquo;re Looking For:
<ul><li>A strong foundation in accounting, funds management, or performance analysis.</li>
<li>Proven experience in real estate, private equity or private credit portfolio analysis and optimisation. Excellent quantitative, communication, and leadership abilities.</li>
<li>A proactive, analytical mindset with a passion for innovation and strategic thinking.</li>
<li>Minimum 5 years of relevant experience, with tertiary qualifications in finance, accounting, or commerce.</li>
</ul>Why Join Us?
At Qualitas, we are driven by a commitment to excellence, innovation, and integrity. Our team comprises passionate professionals who bring deep market insights and a collaborative approach to every investment decision. We value diversity, foster inclusion, and prioritise creating a culture where talent thrives.
Join us and be part of a dynamic organisation shaping the future of real estate investment.
How to Apply:
If you&rsquo;re driven by challenge, inspired by innovation, and ready to make a difference in funds management, we&rsquo;d love to hear from you. Please submit your resume outlining your experience and suitability for the role.
Qualitas is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</div></div>

About Qualitas:
Qualitas is a leading ASX-listed Australian alternative real estate investment manager specialising in delivering outstanding results across private credit and equity investments. With nearly two decades of experience, we manage capital on behalf of some of the world’s largest global institutions and invest in a diverse portfolio across multiple asset classes and all aspects of the capital structure.
Position Description:
We are seeking a dynamic and experienced Fund Manager to join our Melbourne team. This critical role is responsible for managing and optimising fund portfolios, ensuring alignment with investment objectives, coordinating with investors and contributing to the development of innovative equity strategies. Reporting to the Co-Heads of Real Estate Equity Australia, you’ll take ownership of a broad range of responsibilities that impact internal operations and investor relations.
Key Responsibilities:
Investment Thesis Development
Collaborate with Heads of Funds and product development teams to research and develop new fund equity strategies.
Analyse market dynamics, trends, and opportunities to create robust investment cases.
Work with Portfolio Analysts to conduct financial modelling and assess the financial viability of potential investments.
Present investment theses to stakeholders, incorporating feedback to refine strategies.
Leadership and Relationship Management
Mentor Portfolio Analysts and guide them on strategic fund activities.
Build and maintain strong relationships with investors, peers, and external stakeholders.
Influence outcomes by effectively engaging and persuading key stakeholders to align with fund objectives.
Reporting and Stakeholder Engagement
Oversee fund reporting across multiple equity portfolios comprising direct equity investments into commercial real estate assets, joint venture equity investments and opportunistic and tactical credit investment strategies.
Respond promptly to investor requests for information (RFIs) and internal stakeholder queries.
Represent the funds in ad-hoc investor meetings and deliver insights to enhance stakeholder confidence.
Ensure accuracy and quality assurance in fund return forecasting, fund valuations, unit pricing, and management accounts as delivered by a team of portfolio analysts.
Oversee the preparation and presentation of Monthly Performance Packs for fund performance meetings.
Capital Allocation and Portfolio Optimisation
Contribute to the investment decision and structuring process through advising on key fund considerations.
Monitor and improve fund performance to meet investor return objectives and manager composition targets.
Act as the primary interface for finance, accounting, and compliance matters related to the funds.
Manage fund leverage solutions, including subscription facilities and liquidity analyses.
Update and refine tax forecast models, ensuring optimised tax profiles for all funds.
Portfolio Modelling
Maintain and update detailed fund models.
Oversee distribution calculations and provide distribution recommendations.
Coordinate and review financial data from external operators or property managers.
What We’re Looking For:
A strong foundation in accounting, funds management, or performance analysis.
Proven experience in real estate, private equity or private credit portfolio analysis and optimisation. Excellent quantitative, communication, and leadership abilities.
A proactive, analytical mindset with a passion for innovation and strategic thinking.
Minimum 5 years of relevant experience, with tertiary qualifications in finance, accounting, or commerce.
Why Join Us?
At Qualitas, we are driven by a commitment to excellence, innovation, and integrity. Our team comprises passionate professionals who bring deep market insights and a collaborative approach to every investment decision. We value diversity, foster inclusion, and prioritise creating a culture where talent thrives.
Join us and be part of a dynamic organisation shaping the future of real estate investment.
How to Apply:
If you’re driven by challenge, inspired by innovation, and ready to make a difference in funds management, we’d love to hear from you. Please submit your resume outlining your experience and suitability for the role.
Qualitas is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

RBC

Mission