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Senior Analyst

Attendance
Hybrid
Job number
22896
Category
Intermediate Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
11-Oct-2024
Location: Montreal, Quebec
City
Montreal
Province/State
Quebec
Area of Interest: Wealth management

As a Senior Analyst in the Portfolio Management team at National Bank Financial, you will act as a specialist in portfolio management oversight. Your technical skills, financial experience, and knowledge of best practices in portfolio management will have a positive impact on the quality of portfolio management provided to National Bank Financial clients.

Your role

  • Participate in the calculation and analysis of portfolio manager performance.
  • Contribute to the quarterly oversight of various investment solutions (compliance with investment policy statements, performance, etc.).
  • Help verify that transactions comply with investment policy statements prior to execution.
  • Review and validate financial data for client publications.
  • Cross-reference and analyze data from various sources and produce reports (periodic and on-demand).
  • Perform any other related tasks.
Your team

Within the Portfolio Management sector, you will report to the Senior Portfolio Manager. Our team stands out for its expertise and unique blend of portfolio management and oversight.

We prioritize various forms of continuous learning to enhance your development, including experiential learning and collaboration with colleagues from diverse expertise and backgrounds.

Prerequisites

  • Bachelor's degree in Business Administration or a related field, combined with 3 years of experience.
  • Knowledge of financial markets and securities regulations.
  • Proficiency in advanced Excel functions, including VBA (required); knowledge of Power BI, SQL, and Python (an asset).
  • Completion of the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH), or a commitment to complete them within 12 months.
  • Bilingualism is necessary due to regular interactions with colleagues across Canada.
Languages:
English, French
Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Skills

Communication Financial Analysis Financial Markets Initiative Learning Agility Microsoft Excel Portfolio Management Resiliency Securities Regulation Teamwork Wealth Management

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 want to offer an accessible, barrier-free workplace 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.

See more

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
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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