Portfolio Manager

4 weeks ago

Montreal, Canada National Bank Full time

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

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

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