Portfolio Manager Specialized Groups
1 month ago
**Primary Locations**:Montreal, Quebec**:
**Attendance**:Hybrid**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
A career in the Specialized Groups of the Commercial & Private management sector is an opportunity to work with the best players in the sectors of Technology & Innovation, Health, Agri-food, Creative Industries, Professional Firms and Transport in all their financing projects ($1 to +$200M).
As a Portfolio Manager - Specialized Groups, and in collaboration with your colleagues, you play a leading role in the strategic support of companies across Canada. Your varied and complex tasks will allow you to quickly become a trusted advisor to companies that are transforming the world.
- Your job:
- Play a consulting role aligned with client needs by leveraging your high-level professional knowledge and experience
- Achieve clients' business objectives by proposing financial strategies based on an optimal combination of specialized financing products
- Participate in the development of sector-specific funding strategies and guidelines in support of VPAs.
- Support account managers and senior managers during the implementation of new financing files and at all stages of monitoring and renewal of a file
- Identify financial risks to the Bank with respect to financing and make recommendations to reduce or eliminate them
- Participate in the preparation of files including the analysis and establishment of financing structures for companies
- In some cases, in collaboration with the account manager, participate in preliminary meetings as well as the presentation of financing sketches to clients
- Participate in negotiations with internal stakeholders (legal advisors, credit department, syndication service, etc.) and external stakeholders (legal advisors, other financial institutions, customers, prospects, etc.)
- Use credit risk and profitability assessment tools to ensure compliance with funding and risk management policies and standards.
Competencies required:
- Completed bachelor's degree, related to the industry, and 7 years of relevant experience OR completed Master's degree, related to the industry, and 5 years of relevant experience
- Experience in complex trade credit, acquisition loans and knowledge of business products and services
- Experience analyzing developed financial models
- Experience in customer service, negotiation and business development
- Ability to manage priorities and timelines
- Interpersonal skills and team player
- Bilingualism both orally and in writing (French and English), essential because you will be working with partners across Canada
Preferred competencies:
- Knowledge of capital market debt instruments an asset
- Experience in syndicated financing an asset
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
- Initiatives promoting community involvement
- 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 accommodations, feel free to let us know during your first conversations with us.
**Ready to live your ambitions?
We have other current jobs related to this field that you can find below
-
Portfolio Manager
3 weeks ago
Montréal, Canada T.I.P. Wealth Manager Inc. Full time**ROLE: Portfolio Manager** Location: Montreal (hybrid) Duration: 12 months to permanent Compensation: Competitive **SUMMARY OF DAY TO DAY RESPONSIBILITIES**: - Work with experienced portfolio managers to manage investment portfolios - Conduct securities research and analysis, select suitable securities and structure portfolios according to investment...
-
Valnet Automotive Group Portfolio Associate
4 days ago
Montréal, Canada Valnet Concept Full time**Portfolio Associate** Location: Montreal, (Remote) / Frequent trips to head office **Who we are**: Valnet Inc., the world’s premier digital media investment company, owns and operates over 25 highly authoritative brands across various verticals, including entertainment, sports, technology, automotive, gaming, and travel. Specializing in acquiring,...
-
Portfolio Manager
5 days ago
Montréal, Canada National Bank of Canada Full timeA career in the Specialized Groups of the Commercial & Private management sector is an opportunity to work with the best players in the sectors of Technology & Innovation, Health, Agri-food, Creative Industries & Professional Firms in all their financing projects ($1 to +$200M). As a Portfolio Manager, Specialized Groups and in collaboration with your...
-
Portfolio Manager
2 weeks ago
Montréal, Canada iA Groupe financier iA Financial Group Full timeiA Financial Group is looking for a Portfolio Manager to join our aPMO to support our corporate sector. Do you have the ability to influence while developing lasting and effective partnerships? Do you have the adaptability, rigor and natural leadership skills that you want to bring to the table? A great opportunity is available to you! **Your...
-
Portfolio Manager
3 weeks ago
Montréal, Canada Valnet Full time**Who we are**: Valnet Inc. is a digital media company that specializes in content distribution. Valnet has rapidly grown to become a leader and global trendsetter in content creation and distribution. Our core business lies in acquiring some of the trendiest entertainment news websites and investing our resources into growing them into leading global brands...
-
Portfolio Manager
4 days ago
Montréal, Canada Banque Laurentienne Full timeMontreal- Business developmentFull Time- 27019- 06 March 2024**Laurentian Bank. Seeing beyond numbers** **Building a better and different financial institution** Financial Benefits Working Environment Commuting and Travelling Food and Drinks Nice to have Financial Benefits Pension plan Group Insurance Stock purchase program Mortgage, Line of...
-
Manager, Portfolio Management
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...
-
Manager, Portfolio
4 weeks ago
Montréal, Canada Canadian National Railway Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you’re part of making sure our business is running optimally and safely―helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a...
-
Manager, Portfolio
4 weeks ago
Montréal, Canada Canadian National Railway Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a difference....
-
Manager, Portfolio
4 weeks ago
Montréal, Canada Canadian National Railway Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a difference....
-
Manager, Portfolio
4 weeks ago
Montréal, Canada Canadian National Railway Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a difference....
-
Manager, Portfolio
4 weeks ago
Montréal, Canada Canadian National Railway Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you're part of making sure our business is running optimally and safely helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a difference....
-
Portfolio Management Assistant
5 days ago
Montréal, Canada Royal Bank of Canada Full time**Job Summary** **What is the opportunity?** As a Portfolio Management Assistant with RBC Phillips, Hager & North Investment Counsel Inc., you will be responsible for working with Investment Counsellors on portfolio management work as well as for maintaining up-to-date knowledge on investment solutions as well as tax and financial planning issues. You will...
-
Portfolio Management Analyst
3 weeks 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
4 weeks ago
Montréal, QC, Canada Canadian National Railway Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you’re part of making sure our business is running optimally and safely―helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a...
-
Manager, Portfolio
4 weeks ago
Montréal, QC, Canada Canadian National Railway Full timeAt CN, everyday brings new and exciting challenges. You can expect an interesting environment where you’re part of making sure our business is running optimally and safely―helping keep the economy on track. We provide the kind of paid training and opportunities that long-term careers are built on and we recognize hard workers who strive to make a...
-
Portfolio Management Analyst
1 month 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 and sell securities in order to align portfolios with their...
-
Portfolio Management Analyst
4 weeks 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 and sell securities in order to align portfolios with their...
-
Portfolio Manager
3 weeks 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
2 weeks 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...
