Job details

A career as a Portfolio Manager in the Institutional Asset Management (IAM) team at National Bank Trust (NBT) means managing investment accounts of our institutional clients. In this role, you can use your communication and analytical skills in addition to your experience in portfolio management to have a positive impact on the organization.

Your role

• Acting as a reference at NBT for all questions related to portfolio management and investment
• Supporting the portfolio manager in managing client files
• Building presentations, preparing client meetings in collaboration with the account manager
• In collaboration with account managers, identifying business opportunities within our client base and supporting the development of new clients with our internal and external business partners at National Bank
• Contributing to responding to requests for proposals for institutional asset management by conducting research and assembling relevant information to highlight our services
• Ensuring the compliance of client files and following up in our customer relationship management (CRM) tool
• Participating in meetings with the Chief Investment Office (CIO) of National Bank Wealth Management to ensure continuous alignment between execution (Investment Council Portfolio Manager) and the investment strategy adopted by the Chief Investment Office
• Monitoring the perspectives and positioning of the Chief Investment Office to effectively communicate the evolution of our strategy to clients
• Using software such as Factset to perform performance attribution and client portfolio performance analyses
• Executing transactions in client portfolios following the guidelines provided by the Chief Investment Office
• Performing portfolio rebalancing, cash management, and triggering gains for clients
• Communicating to the Chief Investment Office any major changes requested by clients that require a review of portfolio construction and investment decisions under the responsibility of the Chief Investment Officer
• Monitoring market trends

Your team

Our team serves a clientele composed of foundations, religious organizations, and businesses, and in this role, you will report to the Portfolio Manager. The portfolio management team stands out for offering turnkey portfolio management services (Outsourced Chief Investment Officer, OCIO) for our clients by leveraging our globally recognized open architecture of managers and the expertise of our Chief Investment Office. We want to contribute to your quality of life by offering you as much as possible in your work. For example, we offer a hybrid (remote and in the office) work model and adaptable work hours.

Our training programs use on-the-job learning to help you master your role. You can access personalized training content to support your ongoing learning.  You’ll also have access to colleagues with a wide range of expertise, experience and backgrounds to enrich all aspects of your development.

Prerequisites

• Master's degree or bachelor's degree related to the sector
• Possess CFA or CIM certification and be registered as an advisory representative (Portfolio Manager)
• Minimum of 5 years of experience in the securities industry
• Experience in portfolio management, analysis of portfolio management mandates, and risk analysis
• Knowledge of portfolio management tools (transactional, compliance, and risk analysis)
• Knowledge of products, systems (Wealth 360, Salesforce, FactSet, Bloomberg, etc.)
• Sense of collaboration, initiative, and autonomy