Authorizer, Portfolio Management
7 months ago
We are banking at another level.
Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.
Choosing BDC as your employer also means:
- Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few- In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1- A hybrid work model that truly balances work and personal life- Opportunities for learning, training and development, and much more...
Note that the location of this position is flexible
POSITION OVERVIEW
The Authorizer, Portfolio Management will be authorizing amendments and annual reviews within prescribed parameters, while ascertaining that good credit methods are in place.
He or she will also be using delegation of authority to recommend and authorize his or her own amendments working actively with business development teams and clients.
He or she must also establish and maintain strong communications with Regional Directors, Portfolio Management, and employees for close monitoring of the elements that play a key role in the efficiency of the delivery of Portfolio Management services.
CHALLENGES TO BE MET- Maintain and improve the quality and integrity of the BDC loan portfolio by authorizing, recommending or declining amendments, annual reviews, etc. using your own $1M authorization limit within prescribed timelines and guidelines.- Coach, share experience and best practices with team members- Provide input and maintain strong communications with Regional Directors, Portfolio Management on all aspects of credit to proactively identify trainings and development opportunities by Regional Directors for their respective teams.- Contribute to the Portfolio Management business plan, continuous improvement strategies and proactive management of the loan portfolio by ensuring that correct credit processes are in place and by developing and maintaining strong communications with Portfolio Management leaders and employees.- Contribute to identifying and recommending enhancements in policies, guidelines, processes to improve streamlining and efficiency while managing risk, as well as value-added client support and client retention strategy.- Closely monitor loan structures, terms, conditions, pricing and fees and identify the actions to be taken, consistent with established guidelines, credit policies, and sound risk management practices.- Stay abreast of changes to policies, procedures, processes, and trends that could affect BDC.
WHAT WE ARE LOOKING FOR- Bachelor's degree in Business Administration or any field deemed relevant- The CBV, CPA or CFA designation are considered interesting assets- A minimum of three to five years of commercial lending experience as an account manager, credit analyst or copywriter in the banking industry or any other experience deemed relevant- Ability to make quick decisions about business context and key issues- Strong credit judgment- Creative and resourceful- Autonomous- Ability to work in a constantly changing environment and under pressure- Excellent interpersonal and communication skills in English and French (Bilingualism is required)- Team spirit
.
-
Portfolio Manager
2 weeks ago
Montréal, Canada National Bank of Canada Full timeA 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** -...
-
Portfolio Manager
6 months ago
Montréal, Canada Canadian National Railway Full timeAt CN, we work together to move our company—and North America—forward. Be part of our Information & Technology (I&T) team, a critical piece of the engine that keeps us in motion. From enterprise architecture to operational technology, our teams use the agile methodology to automate and digitize our railroad ensuring our operations run optimally and...
-
Portfolio Manager
6 months ago
Montréal, Canada CN Full timeAt CN, we work together to move our company—and North America—forward. Be part of our Information & Technology (I&T) team, a critical piece of the engine that keeps us in motion. From enterprise architecture to operational technology, our teams use the agile methodology to automate and digitize our railroad ensuring our operations run optimally and...
-
Portfolio Management Manager
5 days ago
Montréal, Canada Novartis Full time**Summary**: Job Title: Portfolio Management Manager Location: Montreal, #LI-Hybrid About the role: We are seeking a passionate, driven professional to join our team and help us fulfill our bold mission: to go above and beyond, together for patients. As a Manager within the Portfolio Management Team, you will play a key role in driving the success of our...
-
Strategic Business Portfolio Manager
4 days ago
Montréal, Canada Intact Full time_Our employees are at the heart of everything we do. Together, we help people, businesses, and society prosper in good times and be resilient in bad times._ - Our employee promise represents Intact’s commitment to you in exchange for living our Values, striving to do your best work, being open to change and investing in your career. In return, we promise...
-
Director, Credit Authorization
1 month ago
Montréal, QC, Canada EDC Full time**Posting Date**: Nov 15, 2024, 2:04:23 PM **Primary Location**: Quebec-Montreal **Job Type**: Permanent **Schedule**: Full-time **Overview** Are you ready to advance your career while impacting change in emerging markets? We are looking for a Director to lead our Credit Authorization Team. Welcome to **FinDev Canada**, Canada’s development...
-
Portfolio Manager
3 months ago
Montréal, QC, Canada National Bank of Canada Full timeA career as a Portfolio Manager within the UMA team in Wealth Management at National Bank Financial (NBF) means acting as a portfolio management specialist in the UMA turnkey solution. It is through your skills in managing client accounts, your experience, and your knowledge of portfolio management best practices that you will positively impact portfolio...
-
Portfolio Management Analyst
7 months ago
Montréal, Canada National Bank of Canada 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 and sell securities in order to align portfolios with...
-
Manager, Portfolio Management
4 weeks ago
Montréal, QC H3B 5E7, Canada Business Development Bank of Canada Full timeWe are banking at another level. Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to...
-
Manager, Portfolio Operations
8 months ago
Montréal, Canada Allied Full timeAllied is looking for a **Manager, Portfolio Operations** to oversee and manage the performance of a portfolio of urban properties in Montreal. **Portfolio Operations at Allied** Portfolio Operations at Allied integrates asset management and property management into one function, creating owners responsible for both the financial and operational...
-
Project Portfolio Manager
6 months ago
Montréal, Canada WSP Full time**Position Summary** The Portfolio Manager will report to the Director, Office of IT PMO, and be responsible managing and qualifying business cases for project intake under your portfolio in accordance with a defined framework and tool set. You are the conduit between the business and the PMO, making sure alignment on business needs and initiatives are...
-
Project Manager
6 months ago
Montréal, Canada CIMA+ Full time**Welcome to a place where people are at the heart of everything we do.** Welcome to people with an inspiring vision and who seek stimulating challenges. At CIMA+, you’ll find a place where you’ll have many opportunities to learn and develop while working on engaging projects. We are a firm 100% owned by its employees and we value a collaborative and...
-
Associate Portfolio Manager
3 months ago
Montréal, QC, Canada Franklin Templeton Investments Full timeThe Role FTCC is recruiting for a client focused Associate Portfolio Manager (“APM”) to join our private wealth team, which is responsible for the delivery of investment counseling services to Canadian investors and institutions. - Initiative and Accountability:_ The APM should proactively take on tasks to alleviate the Portfolio Manager's workload,...
-
Associate Portfolio Manager
6 months ago
Montréal, Canada Nour Private Wealth Full time**JOB DESCRIPTION** **RESPONSIBILITIES** - Perform trading in accounts as instructed by CIO, including bulk trades in managed, ensuring fairness policy for all clients. - Perform administration for managed accounts platform, including processing documentation and adding client details to NPW’s platforms. - Perform client service for managed accounts...
-
Portfolio Finance Manager
3 months ago
Montréal, QC, Canada Aspire Software Full time**We are hiring at Valsoft for an experienced and dynamic Portfolio Finance Manager to join our growing team in Montreal!** The Portfolio Finance Manager will report to the Portfolio Head of Finance. This individual will coordinate and manage period-end close, budgeting/forecasting, statutory compliance and reporting, integrations of new businesses and...
-
Analyst, Client Portfolio Management
6 months ago
Montréal, Canada iA Groupe financier iA Financial Group Full timeiA Global Asset Management / Montreal, Quebec or Toronto / Permanent _ **Company Overview** A magnet for top investment talent, iA Global Asset Management (iAGAM) is one of Canada’s largest asset managers, with over $100 billion under management across institutional and retail mandates. We help investors achieve their long-term wealth creation goals...
-
Portfolio Program Director
2 days ago
Montréal, Canada Intelcom | Dragonfly Full timeRide the next mile with us! The Portfolio Program Director is responsible for the comprehensive oversight, management, and strategic alignment of a portfolio of programs and projects. This leadership role ensures that all initiatives drive maximum business value while adhering to organizational goals, timelines, and resource constraints. Key...
-
Senior Account Manager, Portfolio Management
2 weeks ago
Montréal, QC, Canada EQ Bank | Equitable Bank Full timeJoin a Challenger Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...
-
Senior Account Manager, Portfolio Management
2 weeks ago
Montréal, QC, Canada EQ Bank | Equitable Bank Full timeJoin a Challenger Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing...
-
Portfolio Manager, Data
4 months ago
Montréal, QC, Canada Aspire Software Full time**Valsoft** Established in Canada in 2015, Valsoft acquires and develops vertical market software companies, enabling each business to deliver the best mission-critical solutions for customers in their respective industries or niche. A key tenet of Valsoft’s philosophy is to invest in well-established businesses and foster an entrepreneurial environment...