Analyst Discretionary Management

3 days ago

Québec, Canada National Bank of Canada Full time

**Primary Locations**:Montreal, Quebec**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
This position reports to the Senior Portfolio Manager, Discretionary Management.

Key challenges
- Provide data analysis support for the discretionary portfolio management department so that all necessary reports are up-to-date and accurate
- Help investigate the performance of accounts
- Keep close-track file calculations up to date
- Maintain lists of discretionary codes under supervision
- Produce quarterly performance reports
- Help prepare the department's PowerPoint presentations
- Maintain tables, lists, policies, and the SharePoint page
- Prepare the various reports for the committees
- Maintain mailing lists, data updates, benchmarks and quality control
- Investigate at the level of calculations of portfolio managers who need support
- Approval of basket and private checkout transactions
- Write the minutes of the Selection Committee
- Ensure the replacement of other analysts in the department during leave.

Want to know more? Do not hesitate to contact the Portfolio Manager chief.

Requirem
- Bachelor's degree in administration, accounting, finance or related to the sector of activity
- Five years of experience in a brokerage firm
- Securities Courses
- Standards of Conduct Manual course an asset
- Holding the CIM designation, an asset
- Fluency in French and English, spoken and written
- Knowledge of Microsoft Office tools
- Knowledge of financial markets and regulations
- Analytical and synthesis skills
- Ability to write and communicate
- Autonomy and initiative
- Sense of organization
- Ability to work under pressure
- Propensity to offer a fast and efficient service to the customers concerned
- Team spirit

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

- Health and wellness program, including many benefits
- Flexible group insurance
- Defined benefit pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferred banking services
- Volunteer program
- Telemedicine
- Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

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 accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?

LI-SL1

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