Portfolio Analyst Credit
3 weeks ago
A career as a portfolio management analyst at National Bank Financial (NBF) is mainly about supporting portfolio managers and serving NBF's investment advisors and their clients. This National Bank sector offers its clients wealth management services and advice.
Execute programs to buy and sell securities in order to align portfolios with their investment policy.
Prepare reports to analyze client accounts under management (asset allocation and performance).
Verify and carry out deposit and withdrawal instructions, account coding and systematic investment plan monitoring.
Help portfolio managers provide high-quality customer service to different stakeholders.
Monitor discretionary accounts as needed.
You will report to the UMA (Unified Managed Accounts) Portfolio Manager. NBF Wealth Management is the 5th largest investment dealer in Canada in terms of assets under management. It has nearly 900 investment advisors at 90 branches across the country.
Bachelor's degree in Finance or a related discipline and three years of relevant experience
Good knowledge of financial markets and the retail financial advisory services industry
Knowledge of Croesus, an asset
Organizational and priority management skills
Languages:
~ 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. Communication Diversity & Inclusion Empathy Initiative Learning Agility Resiliency Teamwork
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.
Flexible group insurance
Generous pension plan
Preferential banking services
Opportunities to get involved in community initiatives
Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication is encouraged. We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Why work at National Bank?
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.
We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued.
-
Credit Analyst Ii
4 weeks ago
Montréal, Canada TD Bank Full time405281BR Commercial Banking Montreal, QC April 4, 2023 Company Overview Department Overview TD Commercial Banking services the unique needs of Canadian businesses, customizing a broad range of products. As part of the Commercial Banking team the Analyst Commercial Banking will provide credit writing support to a Relationship Manager who is the face of...
-
Credit Analyst Ii
4 weeks ago
Montréal, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** TD Commercial Banking services the unique needs of Canadian businesses, customizing a broad range of products. As part of the Commercial Banking team the Analyst Commercial Banking will provide credit writing support to a Relationship...
-
Montreal [hybride] - Corporate Credit Analyst
4 weeks ago
Montréal, Canada Quanteam North America Full time**WHO WE ARE** As the founding entity of RAINBOW PARTNERS, Quanteam is a consulting firm specializing in the fields of Banking, Finance, and Financial Services. Guided by our core values of closeness, teamwork, diversity, and excellence, our team of 1,000 expert consultants, representing 35 different nationalities, collaborates across 10 international...
-
Montréal, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD Commercial Banking services the unique needs of Canadian businesses, customizing a broad range of products. As part of the Commercial Banking team the Analyst Commercial Banking will provide credit writing support to a Relationship...
-
Credit Risk Analyst
5 days ago
Montréal, Canada BNP Paribas Full timeCREDIT RISK ANALYST - HEDGE FUNDS (JOB NUMBER: FIC-052124-001-ND) In a changing world, unprecedented challenges require unmatched talent. Join one of Montreal's Top Employers in 2023. We are a dynamic and growing organization having its main establishment located in downtown Montreal and part of a leading international banking institution fully committed to...
-
Project Finance Credit Analyst
7 days ago
Montréal, QC, Canada SGS Société Générale de Surveillance SA Full timeResponsibilities ABOUT THE JOB: Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. On the one hand, our transversal, product-neutral coverage teams span all businesses to promote the bank's products and services...
-
Senior Risk Analyst, Credit
4 weeks ago
Montréal, QC, Canada Lightspeed Restaurant Full timeLightspeed is seeking an experienced and highly skilled Senior Risk Analyst with previous credit risk modelling experience to join our growing team. As a Senior Risk Analyst, you will play a crucial role in leveraging data-driven insights to enhance our business strategies, drive innovation, and optimize decision-making processes. The primary role for...
-
Vp - Corporate Credit Risk Analyst- (H/F)/x
1 month ago
Montréal, Canada Société Générale Full time**Responsibilities**: **ABOUT THE JOB**: Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. On the one hand, our transversal, product-neutral coverage teams span all businesses to promote the bank's products and...
-
Accounts Receivable and Credit Analyst
1 day ago
Montréal, Canada American Iron and Metal Full timeCompany Description **Become a part of AIM’s growing success.** American Iron & Metal (AIM) is a recognized global leader in the metal recycling industry, with more than 125 site locations and 3500 employees worldwide. We have continued to prosper for the last eight decades (we just celebrated our 86th birthday!) thanks to the dedication of our employees...
-
Credit Authorization Analyst
1 month ago
Montréal, QC, Canada Crédit Agricole SA Full timeTypes of Jobs - Risk Management / Control Job title Credit Authorization Analyst Contract type Permanent Contract Job summary Description of the missions linked to the job responsibilities - Reviewing and understanding Credit Approvals • Have an understanding of the Credit Approval process • Ability to understand and translate the Credit Approval...
-
Portfolio Management Analyst
1 week ago
montréal, Canada National Bank Full timeA career as a portfolio management analyst at National Bank Financial (NBF) is mainly about supporting portfolio managers and serving NBF's investment advisors and their clients. This National Bank sector offers its clients wealth management services and advice.Your role:Execute programs to buy an
-
Credit Analyst
1 week ago
Montréal, Canada Groupe Nanuk (Neas) inc. Full timeFor nearly 30 years, the NEAS Group has distinguished itself and contributed positively to the sustainable economic development of the populations and communities of the Far North. They offer distinctive maritime services, relying on modern vessels, the best offer of cargo services, and its 250 highly qualified, professional and customer-oriented...
-
Credit Analyst
1 month ago
Montréal, Canada BMO Financial Group Full time105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance...
-
Credit Analyst
2 weeks ago
Montréal, Canada BMO Financial Group Full time105 rue St-Jacques O Montreal Quebec,H2Y 1L6 Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance with...
-
Credit Analyst
1 month ago
Montréal, Canada BMO Financial Group Full time105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Facilitates decisioning and analysis of all types of credit information to support lending decisions and processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and expectations. This role will make credit decisions and recommendations in accordance...
-
Senior Risk Analyst, Credit
3 weeks ago
Montréal, QC, Canada Lightspeed Full timeLightspeed is seeking an experienced and highly skilled Senior Risk Analyst with previous credit risk modelling experience to join our growing team. As a Senior Risk Analyst, you will play a crucial role in leveraging data-driven insights to enhance our business strategies, drive innovation, and optimize decision-making processes. The primary role for...
-
Portfolio Analyst
1 month ago
Montréal, Canada Mitsubishi HC Capital Canada Full timeMitsubishi HC Capital Canada and its parent company, Mitsubishi HC Capital America, form the largest non-captive, non-bank commercial finance company in North America constantly growing and transforming to contribute to a prosperous and sustainable future, creating social value through optimizing the potential of assets. Joining Mitsubishi HC Capital Canada...
-
Credit Analyst Ii, National Accounts
7 days ago
Montréal, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - **Credit Analyst II, CNA.** You will prepare credit reviews, approve draw requests and have responsibilities for monitoring and control for driving profitable business growth while adhering to TD's credit risk policies. Furthermore, you...
-
Credit Analyst
2 days ago
Montréal, Canada BNP Paribas Full timeCREDIT ANALYST - INSURANCE, PENSION FUNDS & SPECIAL CREDIT (JOB NUMBER: FIC-020224-001-SOS) In a changing world, unprecedented challenges require unmatched talent. Join one of Montreal's Top Employers in 2023. We are a dynamic and growing organization having its main establishment located in downtown Montreal and part of a leading international banking...
-
Analyst, Credit Risk Modeling
4 weeks ago
Montréal, Canada Laurentian Bank Full timeSeeing beyond numbers **TM** At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive. Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across...