Director Portfolio management
4 weeks ago
Joining the National Clients Group team as a Director Portfolio Management means working closely with other directors, acting as an expert resource, and proposing financial strategies to large and mid‑sized private companies—primarily in the healthcare industry—with complex financing needs exceeding $20 million. Your Role Support directors in setting up new financing files and throughout all stages of monitoring and renewing files. Act as an expert by leveraging your knowledge and extensive professional experience to provide clients with the advice they need. Help clients achieve their business goals by proposing financial strategies based on the most appropriate combination of specialized financing products. Provide expertise in financing structure, financial analysis, and all aspects of file evaluation. Identify risks and make recommendations to the credit committee in accordance with the Bank’s policies. Demonstrate a high level of collaboration and actively contribute to the achievement of your business unit’s objectives. Participate in preliminary meetings and present financing proposals to mid‑sized and large private companies with financing needs. Assist in preparing files, including due diligence reviews, financial analyses, and the implementation of appropriate financing structures. Take part in negotiations with internal and external stakeholders (credit committees, clients, legal and financial advisors, other financial institutions, syndication departments, etc.). Actively participate in all stages of monitoring and renewing existing credit facilities. Use credit risk profitability assessment tools to ensure compliance with financing and risk management policies and standards. Your Team Within the National Clients Group, you’ll be part of a large team of 40 colleagues and report to my position. Our team stands out for its commitment to operational excellence and customer satisfaction. Access to colleagues with diverse expertise, experiences, and backgrounds will enrich your development from every perspective. Requirements Completed bachelor’s degree related to the field and 7 years of relevant experience, or a completed master’s degree related to the field and 5 years of relevant experience. Experience in financial analysis (financial statements, projections, etc.). Experience in commercial credit and knowledge of the Commercial Banking sector. Experience with complex financing structures (business acquisitions, LBOs, senior residence financing, etc.). Ability to work with financial models in Excel. Benefits 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 Languages English, French Seniority level Director Employment type Full-time Job function Finance and Sales, Banking #J-18808-Ljbffr
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Director Portfolio management
3 weeks ago
Montreal, Canada National Bank of Canada Full timeJoining the National Clients Group team as a Director Portfolio Management means working closely with other directors, acting as an expert resource, and proposing financial strategies to large and mid‑sized private companies—primarily in the healthcare industry—with complex financing needs exceeding $20 million. Your Role Support directors in setting...
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Director Portfolio management
2 weeks ago
Montreal, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Commercial bankingLocation(s): MontrealJoining the National Clients Group team as a Director Portfolio Management means working closely with other directors, acting as an expert resource, and proposing financial strategies to large and mid-sized private companies—primarily in the healthcare industry—with complex...
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Director Portfolio management
2 weeks ago
Montreal, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Commercial banking Location(s): Montreal Joining the National Clients Group team as a Director Portfolio Management means working closely with other directors, acting as an expert resource, and proposing financial strategies to large and mid-sized private companies—primarily in the healthcare industry—with...
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Director Portfolio management
2 weeks ago
Montreal, Canada Banque Nationale du Canada Full timeArea(s) of interest: Advisory services, Commercial banking Location(s): Montreal Joining the National Clients Group team as a Director Portfolio Management means working closely with other directors, acting as an expert resource, and proposing financial strategies to large and mid-sized private companies—primarily in the healthcare industry—with complex...
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Portfolio Manager, Managed Programs
4 weeks ago
Montreal, Canada Worldsource Wealth Management Full timeEnglish Below ÉNONCÉ DU POSTE :Nous recherchons un gestionnaire de portefeuille enregistré pour rejoindre notre firme indépendante dynamique et en forte croissance de gestion de patrimoine au Canada. Dans ce rôle, vous aiderez à concevoir, construire et gérer des portefeuilles multi-actifs qui soutiennent les conseillers de détail et leurs clients à...
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Director of Portfolio Financing — Healthcare
4 weeks ago
Montreal, Canada National Bank of Canada Full timeA major financial institution is seeking a Director in Portfolio Management to collaborate with directors and provide financial strategies to companies, especially in healthcare. Candidates should have experience in financial analysis, commercial credit, and complex financing structures, with a bachelor's or master's degree in a related field. The position...
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Director of Portfolio Financing — Healthcare
3 weeks ago
Montreal, Canada National Bank of Canada Full timeA major financial institution is seeking a Director in Portfolio Management to collaborate with directors and provide financial strategies to companies, especially in healthcare. Candidates should have experience in financial analysis, commercial credit, and complex financing structures, with a bachelor's or master's degree in a related field. The position...
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Director of Alternative Asset Allocation
2 hours ago
Montreal (administrative region), Canada Scotiabank Full timeA leading Canadian bank seeks a Director for Alternative Asset Allocation in Montreal. The role involves designing and supporting alternative investments within client portfolios, collaborating closely with distribution teams, and providing portfolio insights. Ideal candidates should have over 10 years of experience in asset management, along with preferred...
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Montreal, Canada - Full timeA global market leader in Montreal is seeking a dynamic Real Estate Director to manage leasing and buying transactions across their Canadian real estate portfolio. The ideal candidate will lead all real estate transactions, oversee the acquisition and management of assets, and build productive relationships with stakeholders to ensure compliance with company...
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Portfolio Manager
9 hours ago
Montreal, Canada Valnet Full timeValnet is a worldwide digital media publishing company that owns and operates several highly authoritative brands spanning several verticals including: entertainment, technology, automotive, gaming, and aviation.Valnet specializes in acquiring and operating properties that are mission critical in their respective environments.Mission:We leverage swiftness...
