Portfolio Management Analyst

Attendance

Hybrid

Job number

24041

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

09-Jan-2025

Location: Montreal, Quebec

City

Montreal

Province/State

Quebec

Area of Interest: Operations

A career as a Senior Analyst in the Portfolio Management team of Private Banking 1859 at National Bank is about being an investment expert for high-net-worth clients. It is through your portfolio management skills and your experience with financial instruments that you have a positive impact on the client/employee experience. If you want to leverage your IT skills as well as your knowledge of financial markets, this position is for you.

Your job:

Optimize our internal portfolio management tools
Execute daily operations in line with our business rules and processes (deposits, withdrawals, cash management)
Perform, under the direction of portfolio managers, securities buying and selling programs to align portfolios with their investment policies
Ensure the production of reports and analyses to support daily portfolio management
Communicate effectively regarding the evolution of portfolios with private wealth advisors
Identify operational issues and make recommendations for resolution

Your team: Within the Strategy and Client Experience sector GP1859, you will be part of a team of 15 colleagues and report to the Senior Director and Portfolio Manager. Our team stands out for its expertise and experience with various investment products dedicated to high-net-worth clients. Inter-team collaboration is central to our priorities in delivering a red carpet experience.

We prioritize a variety of continuous learning opportunities to enhance your development, including learning through action, training materials available to you, and working collaboratively with colleagues with diverse expertise and profiles. You will have access to a range of individuals and talents that can enhance your development opportunities by exposing you to all areas of GP1859.

Prerequisites:

Bachelor's degree in finance or a related field
3 years of relevant experience
Canadian securities course and Conduct and Practices Handbook Course, essential
In-depth knowledge of VBA
CFA Level 1 completed, an asset
Good knowledge of financial markets and investment products
Analytical and synthesis skills, curiosity, creativity, autonomy, and initiative
Ability to work under pressure and in a team
Attention to detail and rigor
Ability to provide quick and effective service to the relevant clients

Languages:

English, French

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

Diversity & Inclusion Empathy Investment Banking Learning Agility Resiliency Teamwork

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!

Apply

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.

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?