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Senior Analyst, Manager Research & Oversight

Attendance
Hybrid
Job number
30548
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
28-Jan-2026
Area(s) of interest: Wealth management, Risk management
Location(s): Montreal

BNI is an investment fund management company engaged in the development and distribution of mutual funds, exchange-traded funds, investment solutions, and services designed to help Canadian investors achieve their financial goals.

Guided by our 100% open-architecture philosophy, the Office of the Chief Investment and Risk Officer is responsible for managing the standards of excellence in portfolio management required of the managers selected by BNI, as well as managing and optimizing investment solutions to better meet the needs of our clients.

Your role

  • Conduct due diligence mandates on current or potential open-architecture portfolio managers
  • Contribute to the drafting of analysis reports on the investment processes of external portfolio managers
  • Ensure the ongoing monitoring and enhancement of quantitative analyses of the strategies offered
  • Participate in operational due diligence mandates of portfolio managers
  • Influence decision-making by drafting and presenting rigorous analyses on products under review and formulating recommendations for action
  • Lead meetings with external managers and influence decisions regarding the use of their products and potential partnerships with the firm
  • Oversee the application of investment policies for managed solutions and strategic portfolio positioning decisions
  • Contribute to continuous improvement initiatives in portfolio construction
  • Stay up to date on developments in the field to ensure a high-quality service offering
  • Represent BNI on selected industry committees
  • Perform ongoing monitoring of certain open-ended private asset strategies

Joining the National Bank Investments (BNI) team means evolving in a dynamic environment and having the opportunity to learn and grow within a team that values collaboration, innovation, risk-taking, the right to make mistakes, and client satisfaction.

We aim to offer you maximum flexibility in your work to support your quality of life. This includes hybrid work arrangements between the office and remote work, flexible scheduling to help balance professional and personal life, and flexible time off at moments that matter.

Requirements

  • Bachelor’s degree in Finance or a related field, with five to eight years of relevant experience
  • Ability to work closely with multiple partners in the execution of projects
  • Strong report-writing skills
  • Ability to simplify and communicate concepts related to financial markets

Assets

  • CFA®, CIPM®, or other professional designation
  • Experience within an investment management firm
  • Knowledge of a programming language (VBA, Python) and familiarity with AI concepts
Languages:
French
Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. 
 
* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and Family Assistance Program
* Preferential banking services
* Opportunities to get involved in community initiatives
* Telemedicine service
* Virtual sleep clinic 
 
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 
 
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.
 
We're putting people first
We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.  
 
We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team? 
 
Come live your ambitions with us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
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Flexibility
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