LU  ‐ Onsite
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Finance Project Management Time Management Innovation Accounting Automation Levelling Business Process Improvement Business Requirements Servicio al Cliente French Operational Excellence Private Placement Standardization Operating Models Risk Management



Provide high quality service through the management of day-to-day Subject Matter Expert activity and project management in Private Capital Services Operations ("PCS"). As a successful Operational Change SME, you will ensure a superior level of service is maintained at all times, whilst providing all clients with an exceptional experience in all engagements with RBC I&TS.

Primary responsibilities:

Actively participate in the planning and implementation of special internal and external projects for PCS

Draft analysis BRD, plan, implement and follow-up of internal projects, review and enhance current processes; implement best practices and new features, automate and standardize where possible

Establish an environment of continuous improvement that assesses workflow, processes and procedures on an ongoing basis, ensuring maximum efficiency and quality within the PCS department

Perform technical trainings for PCS or other teams closely collaborating with PCS teams if required

Review and comment private placement memorandums and Op Memo

Build fund fact sheet and review fund documentation

Perform set-up in systems, and set of specific files such as fees, waterfall, equalization, performance fees

Design and draft process flows and/or business requirements

Perform IT development analysis and coordinate with T&O

Update operational procedures/checklists. Perform training and handover to Ops Lux/KL teams before go live

Ensure operational readiness with detailed documentation and communication

Accountable for ongoing satisfaction of clients by ensuring deliverables meet client needs and expectations.

Ensure that the organizational framework supports the delivery of quality client service and operational excellence.


Post-secondary education with an accounting/finance or business concentration or equivalent experience.

Minimum 7 years' experience in Private Capital Services or financial services industry in an operations environment, with an extensive expertise in Transfer Agency

Project management or business analyst experience

Strong analytical, problem solving skills

Proven organizational and time management skills

Good communication skills

English and French are mandatory, all other languages is an asset

Risk management and mitigation focus

Proven organizational and time management skills

Track record of developing and implementing innovation and change

Technical expertise, ability to understand operating models end to end and business drivers

Interpersonal and networking skills with a proven track record of dealing with clients, management, colleagues and staff.

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